Carmignac Gestion’s H&E Equipment Services HEES Stock Holding History

Carmignac Gestion’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-35,923	Closed	-$3.41M	–	145
2025 Q1	$3.41M	Buy	+35,923	New	+$3.13M	0.06%	86

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Carmignac Gestion's HEES Position: Q2 2025 in Review

Carmignac Gestion sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 35,923 shares — an estimated $3.41M sold.

Carmignac Gestion first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $3.41M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Carmignac Gestion reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Carmignac Gestion sold 35,923 H&E Equipment Services shares in Q2 2025, an estimated $3.41M.
Carmignac Gestion first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Carmignac Gestion's H&E Equipment Services position peaked at $3.41M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Carmignac Gestion's 13F filing for Q2 2025, filed 13 Aug 2025.