Pertento Partners’s H&E Equipment Services HEES Stock Holding History

Pertento Partners’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,030,094	Closed	-$50.4M	–	25
2024 Q4	$50.4M	Buy	1,030,094 +119,151	+13%	+$6.49M	4.27%	11
2024 Q3	$44.3M	Buy	910,943 +17,855	+2%	+$839K	4.89%	8
2024 Q2	$39.4M	Buy	893,088 +528,558	+145%	+$27.1M	3.99%	9
2024 Q1	$23.4M	Buy	+364,530	New	+$20M	4.33%	11

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pertento Partners's HEES Position: Q1 2025 in Review

Pertento Partners sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 1,030,094 shares — an estimated $50.4M sold.

Pertento Partners first reported a position in HEES in Q1 2024 and held it in 4 quarters. The position peaked at $50.4M in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Pertento Partners reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Pertento Partners sold 1,030,094 H&E Equipment Services shares in Q1 2025, an estimated $50.4M.
Pertento Partners first reported a position in H&E Equipment Services in Q1 2024 and held it in 4 quarters.
Pertento Partners's H&E Equipment Services position peaked at $50.4M in Q4 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Pertento Partners's 13F filing for Q1 2025, filed 14 May 2025.