Picton Mahoney Asset Management’s Houlihan Lokey HLI Stock Holding History

Picton Mahoney Asset Management’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 Q1	–	Sell	-2,049	Closed	-$357K	–	1325
2025 Q4	$357K	Buy	+2,049	New	+$376K	﹤0.01%	758
2025 Q3	–	Sell	-3,434	Closed	-$619K	–	1130
2025 Q2	$619K	Buy	+3,434	New	+$577K	0.01%	464
2020 Q3	–	Sell	-17,900	Closed	-$996K	–	361
2020 Q2	$996K	Sell	17,900 -25,200	-58%	-$1.47M	0.06%	219
2020 Q1	$2.25M	Buy	+43,100	New	+$2.23M	0.13%	152
2019 Q2	–	Sell	-18,200	Closed	-$834K	–	205
2019 Q1	$834K	Buy	+18,200	New	+$803K	0.06%	136

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Picton Mahoney Asset Management's HLI Position: Q1 2026 in Review

Picton Mahoney Asset Management sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 2,049 shares — an estimated $357K sold.

Picton Mahoney Asset Management first reported a position in HLI in Q1 2019 and held it in 5 quarters. The position peaked at $2.25M in Q1 2020. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Picton Mahoney Asset Management reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
Picton Mahoney Asset Management sold 2,049 Houlihan Lokey shares in Q1 2026, an estimated $357K.
Picton Mahoney Asset Management first reported a position in Houlihan Lokey in Q1 2019 and held it in 5 quarters.
Picton Mahoney Asset Management's Houlihan Lokey position peaked at $2.25M in Q1 2020.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.