K2 Principal Fund’s Herbalife HLF Stock Holding History

K2 Principal Fund’s Portfolio HLF Stock Details HLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-60,000	Closed	-$401K	–	343
2024 Q4	$401K	Buy	+60,000	New	+$446K	0.04%	205

Other funds holding HLF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return

K2 Principal Fund's HLF Position: Q1 2025 in Review

K2 Principal Fund sold out of Herbalife (HLF) in Q1 2025, closing a stake of 60,000 shares — an estimated $401K sold.

K2 Principal Fund first reported a position in HLF in Q4 2024 and held it in 1 quarter. The position peaked at $401K in Q4 2024. 214 funds tracked by Wall St. Rank hold HLF as of Q1 2025.

K2 Principal Fund reported no remaining Herbalife position as of Q1 2025 after selling out during the quarter.
K2 Principal Fund sold 60,000 Herbalife shares in Q1 2025, an estimated $401K.
K2 Principal Fund first reported a position in Herbalife in Q4 2024 and held it in 1 quarter.
K2 Principal Fund's Herbalife position peaked at $401K in Q4 2024.
214 funds tracked by Wall St. Rank held Herbalife as of Q1 2025.

Based on K2 Principal Fund's 13F filing for Q1 2025, filed 15 May 2025.