LMR Partners’s H&E Equipment Services HEES Stock Holding History

LMR Partners’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-345,955	Closed	-$32.8M	–	1490
2025 Q1	$32.8M	Buy	+345,955	New	+$30.1M	0.31%	81

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

LMR Partners's HEES Position: Q2 2025 in Review

LMR Partners sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 345,955 shares — an estimated $32.8M sold.

LMR Partners first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $32.8M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

LMR Partners reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 345,955 H&E Equipment Services shares in Q2 2025, an estimated $32.8M.
LMR Partners first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
LMR Partners's H&E Equipment Services position peaked at $32.8M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.