Marathon Capital Management’s Hillman Solutions HLMN Stock Holding History

Marathon Capital Management’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
2026 Q2	–	Sell	-26,200	Closed	-$218K	–	191
2026 Q1	$218K	Sell	26,200 -1,950	-7%	-$17.6K	0.05%	155
2025 Q4	$244K	Sell	28,150 -65,151	-70%	-$587K	0.05%	144
2025 Q3	$857K	Sell	93,301 -5,500	-6%	-$49.7K	0.2%	77
2025 Q2	$705K	Sell	98,801 -583,074	-86%	-$4.37M	0.18%	80
2025 Q1	$5.99M	Sell	681,875 -23,725	-3%	-$230K	1.6%	18
2024 Q4	$6.87M	Sell	705,600 -91,115	-11%	-$974K	1.72%	13
2024 Q3	$8.41M	Sell	796,715 -13,975	-2%	-$135K	2.04%	11
2024 Q2	$7.17M	Sell	810,690 -4,075	-0.5%	-$38.4K	1.83%	12
2024 Q1	$8.67M	Sell	814,765 -4,460	-0.5%	-$41.7K	2.07%	8
2023 Q4	$7.55M	Sell	819,225 -102,625	-11%	-$783K	1.9%	9
2023 Q3	$7.61M	Sell	921,850 -975	-0.1%	-$8.86K	1.91%	9
2023 Q2	$8.31M	Sell	922,825 -11,600	-1%	-$96.7K	2.05%	7
2023 Q1	$7.87M	Buy	+934,425	New	+$8.13M	1.94%	7

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

Marathon Capital Management's HLMN Position: Q2 2026 in Review

Marathon Capital Management sold out of Hillman Solutions (HLMN) in Q2 2026, closing a stake of 26,200 shares — an estimated $218K sold.

Marathon Capital Management first reported a position in HLMN in Q1 2023 and held it in 13 quarters. The position peaked at $8.67M in Q1 2024. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

Marathon Capital Management reported no remaining Hillman Solutions position as of Q2 2026 after selling out during the quarter.
Marathon Capital Management sold 26,200 Hillman Solutions shares in Q2 2026, an estimated $218K.
Marathon Capital Management first reported a position in Hillman Solutions in Q1 2023 and held it in 13 quarters.
Marathon Capital Management's Hillman Solutions position peaked at $8.67M in Q1 2024.
231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.