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Penn Capital Management’s Herbalife HLF Stock Holding History

Penn 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
2026
Q1 		$10.1M Buy
687,660
+652,806
+1,873% +$10.7M 0.79% 70
2025
Q4 		$449K Buy
+34,854
New +$369K 0.04% 153

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

Penn Capital Management's HLF Position: Q1 2026 in Review

Penn Capital Management increased its Herbalife (HLF) stake by 1,873% in Q1 2026, buying an estimated $10.7M and bringing the position to 687,660 shares worth $10.1M. The position accounts for 0.79% of the portfolio, ranked #70.

Penn Capital Management first reported a position in HLF in Q4 2025 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Penn Capital Management held 687,660 shares of Herbalife worth $10.1M as of Q1 2026.
  • Penn Capital Management bought 652,806 Herbalife shares in Q1 2026, an estimated $10.7M.
  • Herbalife made up 0.79% of Penn Capital Management's portfolio in Q1 2026, its #70 holding.
  • Penn Capital Management first reported a position in Herbalife in Q4 2025 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Penn Capital Management's 13F filing for Q1 2026, filed 7 May 2026.