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Long Focus Capital Management’s Herbalife HLF Stock Holding History

Long Focus Capital Management’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
2024
Q1 		– Sell
-2,980,000
Closed -$45.5M – 105
2023
Q4 		$45.5M Buy
2,980,000
+1,740,000
+140% +$24M 1.51% 12
2023
Q3 		$17.3M Buy
+1,240,000
New +$18.8M 0.62% 16

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Long Focus Capital Management's HLF Position: Q1 2026 in Review

Long Focus Capital Management reduced its Herbalife (HLF) stake by 26% in Q1 2026, selling an estimated $9.81M and leaving 1,699,200 shares worth $25M. The position accounts for 0.66% of the portfolio, ranked #43.

Long Focus Capital Management first reported a position in HLF in Q2 2023 and has held it in 12 quarters since. The position peaked at $42.7M in Q1 2025. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Long Focus Capital Management held 1,699,200 shares of Herbalife worth $25M as of Q1 2026.
  • Long Focus Capital Management sold 600,800 Herbalife shares in Q1 2026, an estimated $9.81M.
  • Herbalife made up 0.66% of Long Focus Capital Management's portfolio in Q1 2026, its #43 holding.
  • Long Focus Capital Management first reported a position in Herbalife in Q2 2023 and has held it in 12 quarters since.
  • Long Focus Capital Management's Herbalife position peaked at $42.7M in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Long Focus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.