Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s Helix Energy Solutions HLX Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.84M Sell
894,123
-138,980
-13% -$1.18M 0.03% 275
2025
Q4 		$6.48M Sell
1,033,103
-11,900
-1% -$79.1K 0.02% 360
2025
Q3 		$6.86M Buy
+1,045,003
New +$6.58M 0.02% 323
2024
Q3 		– Sell
-582,350
Closed -$6.95M – 511
2024
Q2 		$6.95M Buy
582,350
+790
+0.1% +$8.81K 0.02% 316
2024
Q1 		$6.3M Sell
581,560
-265,490
-31% -$2.58M 0.02% 346
2023
Q4 		$8.71M Buy
847,050
+116,330
+16% +$1.16M 0.03% 287
2023
Q3 		$8.16M Sell
730,720
-252,000
-26% -$2.43M 0.03% 251
2023
Q2 		$7.25M Buy
982,720
+62,320
+7% +$443K 0.03% 293
2023
Q1 		$7.12M Sell
920,400
-19,140
-2% -$150K 0.03% 268
2022
Q4 		$6.93M Sell
939,540
-850,050
-47% -$5.1M 0.03% 269
2022
Q3 		$6.91M Buy
1,789,590
+402,790
+29% +$1.53M 0.03% 214
2022
Q2 		$4.3M Sell
1,386,800
-78,700
-5% -$340K 0.02% 366
2022
Q1 		$7M Sell
1,465,500
-336,360
-19% -$1.38M 0.02% 288
2021
Q4 		$5.62M Buy
1,801,860
+628,370
+54% +$2.32M 0.02% 316
2021
Q3 		$4.55M Sell
1,173,490
-62,560
-5% -$258K 0.01% 345
2021
Q2 		$7.06M Buy
1,236,050
+28,460
+2% +$150K 0.02% 257
2021
Q1 		$6.1M Sell
1,207,590
-35,820
-3% -$178K 0.02% 288
2020
Q4 		$5.22M Buy
+1,243,410
New +$4.15M 0.02% 261

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management's HLX Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management reduced its Helix Energy Solutions (HLX) stake by 13% in Q1 2026, selling an estimated $1.18M and leaving 894,123 shares worth $8.84M. The position accounts for 0.03% of the portfolio, ranked #275.

Hotchkis & Wiley Capital Management first reported a position in HLX in Q4 2020 and has held it in 18 quarters since. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

  • Hotchkis & Wiley Capital Management held 894,123 shares of Helix Energy Solutions worth $8.84M as of Q1 2026.
  • Hotchkis & Wiley Capital Management sold 138,980 Helix Energy Solutions shares in Q1 2026, an estimated $1.18M.
  • Helix Energy Solutions made up 0.03% of Hotchkis & Wiley Capital Management's portfolio in Q1 2026, its #275 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Helix Energy Solutions in Q4 2020 and has held it in 18 quarters since.
  • 274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.