JY
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Jeff Yass’s Heritage Global HGBL Stock Holding History

Jeff Yass’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46,533
Closed -$63.3K – 13861
2026
Q1 		$63.3K Sell
46,533
-44,303
-49% -$58.5K ﹤0.01% 12556
2025
Q4 		$113K Buy
90,836
+48,098
+113% +$66.8K ﹤0.01% 11389
2025
Q3 		$70.9K Buy
+42,738
New +$85.6K ﹤0.01% 11737
2025
Q2 		– Sell
-40,243
Closed -$87.7K – 13085
2025
Q1 		$87.7K Sell
40,243
-35,936
-47% -$76.5K ﹤0.01% 11613
2024
Q4 		$141K Buy
76,179
+10,630
+16% +$17.9K ﹤0.01% 11067
2024
Q3 		$111K Buy
65,549
+7,575
+13% +$15.5K ﹤0.01% 10978
2024
Q2 		$143K Sell
57,974
-13,505
-19% -$32.6K ﹤0.01% 10745
2024
Q1 		$189K Buy
+71,479
New +$203K ﹤0.01% 10659
2023
Q4 		– Sell
-10,904
Closed -$34K – 12732
2023
Q3 		$34K Sell
10,904
-16,991
-61% -$57.7K ﹤0.01% 11440
2023
Q2 		$101K Buy
+27,895
New +$91.9K ﹤0.01% 10940
2022
Q4 		– Sell
-12,981
Closed -$21K – 12921
2022
Q3 		$21K Buy
+12,981
New +$21.6K ﹤0.01% 12585

Other funds holding HGBL

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM

Jeff Yass's HGBL Position: Q2 2026 in Review

Jeff Yass sold out of Heritage Global (HGBL) in Q2 2026, closing a stake of 46,533 shares — an estimated $63.3K sold.

Jeff Yass first reported a position in HGBL in Q3 2022 and held it in 11 quarters. The position peaked at $189K in Q1 2024. 36 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

  • Jeff Yass reported no remaining Heritage Global position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 46,533 Heritage Global shares in Q2 2026, an estimated $63.3K.
  • Jeff Yass first reported a position in Heritage Global in Q3 2022 and held it in 11 quarters.
  • Jeff Yass's Heritage Global position peaked at $189K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.