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Oak Thistle LLC’s Houlihan Lokey HLI Stock Holding History

Oak Thistle LLC’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$952K Buy
7,533
+4,858
+182% +$646K 0.09% 359
2026
Q2 		$359K Sell
2,675
-11,279
-81% -$1.66M 0.03% 443
2026
Q1 		$2M Buy
13,954
+3,276
+31% +$539K 0.19% 211
2025
Q4 		$1.86M Buy
+10,678
New +$1.96M 0.26% 133
2024
Q4 		– Sell
-4,818
Closed -$761K – 463
2024
Q3 		$761K Buy
+4,818
New +$720K 0.25% 169
2024
Q1 		– Sell
-8,695
Closed -$1.04M – 405
2023
Q4 		$1.04M Buy
+8,695
New +$943K 0.3% 111

Other funds holding HLI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Oak Thistle LLC's HLI Position: Q3 2026 in Review

Oak Thistle LLC increased its Houlihan Lokey (HLI) stake by 182% in Q3 2026, buying an estimated $646K and bringing the position to 7,533 shares worth $952K. The position accounts for 0.09% of the portfolio, ranked #359.

Oak Thistle LLC first reported a position in HLI in Q4 2023 and has held it in 6 quarters since. The position peaked at $2M in Q1 2026. 417 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Oak Thistle LLC held 7,533 shares of Houlihan Lokey worth $952K as of Q3 2026.
  • Oak Thistle LLC bought 4,858 Houlihan Lokey shares in Q3 2026, an estimated $646K.
  • Houlihan Lokey made up 0.09% of Oak Thistle LLC's portfolio in Q3 2026, its #359 holding.
  • Oak Thistle LLC first reported a position in Houlihan Lokey in Q4 2023 and has held it in 6 quarters since.
  • Oak Thistle LLC's Houlihan Lokey position peaked at $2M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.