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
2025 Q4	–	Sell	-16,500	Closed	-$151K	–	12855
2025 Q3	$151K	Buy	+16,500	New	+$149K	﹤0.01%	11272
2024 Q1	–	Sell	-16,900	Closed	-$156K	–	12647
2023 Q4	$156K	Sell	16,900 -7,700	-31%	-$58.7K	﹤0.01%	10943
2023 Q3	$203K	Buy	+24,600	New	+$224K	﹤0.01%	10201
2023 Q2	–	Sell	-33,400	Closed	-$281K	–	12506
2023 Q1	$281K	Sell	33,400 -75,400	-69%	-$656K	﹤0.01%	9861
2022 Q4	$784K	Sell	108,800 -12,900	-11%	-$97K	﹤0.01%	6715
2022 Q3	$918K	Buy	121,700 +28,900	+31%	+$255K	﹤0.01%	6850
2022 Q2	$802K	Sell	92,800 -9,500	-9%	-$105K	﹤0.01%	7066
2022 Q1	$1.22M	Buy	102,300 +39,200	+62%	+$386K	﹤0.01%	6632
2021 Q4	$678K	Sell	63,100 -260,000	-80%	-$2.8M	﹤0.01%	8358
2021 Q3	$3.85M	Buy	323,100 +150,300	+87%	+$1.84M	﹤0.01%	4429
2021 Q2	$2.14M	Buy	+172,800	New	+$1.93M	﹤0.01%	5757

Other funds holding HLMN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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.