Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Holley HLLY Stock Holding History

Kovitz Investment Group Partners’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33,401
Closed -$105K – 825
2025
Q3 		$105K Hold
33,401
– – ﹤0.01% 1369
2025
Q2 		$66.8K Sell
33,401
-14,616
-30% -$31K ﹤0.01% 1341
2025
Q1 		$123K Buy
+48,017
New +$135K ﹤0.01% 1207

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Boston Partners
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's HLLY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Holley (HLLY) in Q4 2025, closing a stake of 33,401 shares — an estimated $105K sold.

Kovitz Investment Group Partners first reported a position in HLLY in Q1 2025 and held it in 3 quarters. The position peaked at $123K in Q1 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Holley position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 33,401 Holley shares in Q4 2025, an estimated $105K.
  • Kovitz Investment Group Partners first reported a position in Holley in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Holley position peaked at $123K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.