Penn Capital Management’s H&E Equipment Services HEES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$10.3M Sell
2024
Q3
$12.6M Sell
2024
Q2
$12.6M Sell
2024
Q1
$19.7M Sell
2023
Q4
$17.8M Sell
2023
Q3
$17M Sell
2023
Q2
$18.6M Buy
2023
Q1
$17M Sell
2022
Q4
$19.4M Sell
2022
Q3
$14.4M Sell
2022
Q2
$14.9M Buy
2022
Q1
$16.7M Sell
2021
Q4
$15.2M Sell
2021
Q3
$14.8M Buy