Mariner

Mariner’s Hillman Solutions HLMN Stock Holding History

Mariner’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 Q1	$234K	Sell	28,246 -6,545	-19%	-$59.1K	﹤0.01%	3066
2025 Q4	$301K	Sell	34,791 -1,126	-3%	-$10.1K	﹤0.01%	2839
2025 Q3	$330K	Buy	35,917 +1,191	+3%	+$10.8K	﹤0.01%	2733
2025 Q2	$248K	Sell	34,726 -8,596	-20%	-$64.4K	﹤0.01%	2882
2025 Q1	$381K	Sell	43,322 -5,992	-12%	-$58.2K	﹤0.01%	2420
2024 Q4	$480K	Buy	49,314 +8,548	+21%	+$91.4K	﹤0.01%	2233
2024 Q3	$431K	Sell	40,766 -5,833	-13%	-$56.3K	﹤0.01%	2261
2024 Q2	$412K	Buy	46,599 +4,248	+10%	+$40K	﹤0.01%	2193
2024 Q1	$451K	Buy	42,351 +1,780	+4%	+$16.6K	﹤0.01%	2106
2023 Q4	$374K	Buy	40,571 +5,800	+17%	+$44.2K	﹤0.01%	2156
2023 Q3	$287K	Buy	34,771 +7,976	+30%	+$72.5K	﹤0.01%	2195
2023 Q2	$241K	Buy	26,795 +9,593	+56%	+$80K	﹤0.01%	2299
2023 Q1	$145K	Buy	17,202 +4,316	+33%	+$37.5K	﹤0.01%	2491
2022 Q4	$93K	Sell	12,886 -1,136	-8%	-$8.54K	﹤0.01%	2532
2022 Q3	$106K	Buy	+14,022	New	+$124K	﹤0.01%	2189

Other funds holding HLMN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return