Henshaw Capital’s H&E Equipment Services HEES Stock Holding History

Henshaw Capital’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	-5,380	Closed	-$510K	–	298
2025 Q1	$510K	Sell	5,380 -3,853	-42%	-$335K	0.02%	228
2024 Q4	$452K	Hold	9,233	–	–	0.02%	236
2024 Q3	$449K	Buy	9,233 +2,043	+28%	+$96.1K	0.02%	235
2024 Q2	$318K	Buy	7,190 +184	+3%	+$9.43K	0.01%	236
2024 Q1	$450K	Hold	7,006	–	–	0.02%	188
2023 Q4	$367K	Buy	+7,006	New	+$316K	0.02%	211

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

Henshaw Capital's HEES Position: Q2 2025 in Review

Henshaw Capital sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 5,380 shares — an estimated $510K sold.

Henshaw Capital first reported a position in HEES in Q4 2023 and held it in 6 quarters. The position peaked at $510K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Henshaw Capital reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Henshaw Capital sold 5,380 H&E Equipment Services shares in Q2 2025, an estimated $510K.
Henshaw Capital first reported a position in H&E Equipment Services in Q4 2023 and held it in 6 quarters.
Henshaw Capital's H&E Equipment Services position peaked at $510K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Henshaw Capital's 13F filing for Q2 2025, filed 28 May 2026.