JY
HLMN icon

Jeff Yass’s Hillman Solutions HLMN Stock Holding History

Jeff Yass’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$804K Sell
95,312
-195,102
-67% -$1.55M ﹤0.01% 8768
2026
Q1 		$2.42M Buy
290,414
+361
+0.1% +$3.26K ﹤0.01% 5740
2025
Q4 		$2.51M Buy
290,053
+36,690
+14% +$331K ﹤0.01% 5189
2025
Q3 		$2.33M Sell
253,363
-16,331
-6% -$147K ﹤0.01% 5463
2025
Q2 		$1.93M Sell
269,694
-78,183
-22% -$586K ﹤0.01% 5866
2025
Q1 		$3.06M Sell
347,877
-39,035
-10% -$379K ﹤0.01% 4604
2024
Q4 		$3.77M Buy
386,912
+215,838
+126% +$2.31M ﹤0.01% 4057
2024
Q3 		$1.81M Buy
+171,074
New +$1.65M ﹤0.01% 5469
2024
Q2 		– Sell
-16,336
Closed -$174K – 12527
2024
Q1 		$174K Sell
16,336
-55,249
-77% -$516K ﹤0.01% 10757
2023
Q4 		$659K Buy
71,585
+61,220
+591% +$467K ﹤0.01% 8000
2023
Q3 		$85.5K Sell
10,365
-50,858
-83% -$462K ﹤0.01% 11037
2023
Q2 		$552K Sell
61,223
-4,455
-7% -$37.1K ﹤0.01% 8091
2023
Q1 		$553K Buy
65,678
+19,110
+41% +$166K ﹤0.01% 8323
2022
Q4 		$336K Sell
46,568
-1,354
-3% -$10.2K ﹤0.01% 8822
2022
Q3 		$361K Sell
47,922
-63,942
-57% -$563K ﹤0.01% 9336
2022
Q2 		$967K Sell
111,864
-530,697
-83% -$5.84M ﹤0.01% 6612
2022
Q1 		$7.63M Buy
642,561
+555,919
+642% +$5.47M ﹤0.01% 2931
2021
Q4 		$931K Buy
+86,642
New +$932K ﹤0.01% 7492
2021
Q3 		– Sell
-34,159
Closed -$418K – 13070
2021
Q2 		$424K Buy
34,159
+9,230
+37% +$103K ﹤0.01% 9976
2021
Q1 		$250K Buy
+24,929
New +$261K ﹤0.01% 10982

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Jeff Yass's HLMN Position: Q2 2026 in Review

Jeff Yass reduced its Hillman Solutions (HLMN) stake by 67% in Q2 2026, selling an estimated $1.55M and leaving 95,312 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #8768.

Jeff Yass first reported a position in HLMN in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.63M in Q1 2022. 230 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

  • Jeff Yass held 95,312 shares of Hillman Solutions worth $804K as of Q2 2026.
  • Jeff Yass sold 195,102 Hillman Solutions shares in Q2 2026, an estimated $1.55M.
  • Hillman Solutions made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8768 holding.
  • Jeff Yass first reported a position in Hillman Solutions in Q1 2021 and has held it in 20 quarters since.
  • Jeff Yass's Hillman Solutions position peaked at $7.63M in Q1 2022.
  • 230 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

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