Polen Capital Management
HLI icon

Polen Capital Management’s Houlihan Lokey HLI Stock Holding History

Polen Capital 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
2025
Q3 		– Sell
-2,555
Closed -$460K – 255
2025
Q2 		$460K Sell
2,555
-29,740
-92% -$5M ﹤0.01% 199
2025
Q1 		$5.22M Sell
32,295
-3,704
-10% -$636K 0.02% 57
2024
Q4 		$6.25M Sell
35,999
-32,312
-47% -$5.69M 0.02% 60
2024
Q3 		$10.8M Sell
68,311
-14,065
-17% -$2.1M 0.03% 41
2024
Q2 		$11.1M Sell
82,376
-7,646
-8% -$1M 0.03% 38
2024
Q1 		$11.5M Sell
90,022
-37,276
-29% -$4.61M 0.03% 46
2023
Q4 		$67.9M Sell
127,298
-1,669
-1% -$181K 0.16% 35
2023
Q3 		$13.8M Sell
128,967
-1,925
-1% -$198K 0.04% 46
2023
Q2 		$12.9M Sell
130,892
-6,689
-5% -$605K 0.03% 46
2023
Q1 		$12M Sell
137,581
-3,682
-3% -$346K 0.03% 44
2022
Q4 		$12.3M Sell
141,263
-18,833
-12% -$1.69M 0.04% 41
2022
Q3 		$12.1M Buy
160,096
+14,041
+10% +$1.14M 0.03% 42
2022
Q2 		$11.5M Sell
146,055
-28,562
-16% -$2.39M 0.03% 41
2022
Q1 		$15.3M Sell
174,617
-7,524
-4% -$775K 0.03% 48
2021
Q4 		$18.9M Buy
182,141
+36,745
+25% +$3.92M 0.03% 49
2021
Q3 		$13.4M Buy
145,396
+10,714
+8% +$939K 0.02% 50
2021
Q2 		$11M Buy
134,682
+8,401
+7% +$608K 0.02% 54
2021
Q1 		$8.4M Buy
126,281
+21,946
+21% +$1.48M 0.02% 52
2020
Q4 		$7.01M Buy
104,335
+25,390
+32% +$1.65M 0.02% 53
2020
Q3 		$4.66M Buy
78,945
+34,244
+77% +$1.96M 0.01% 52
2020
Q2 		$2.49M Buy
+44,701
New +$2.6M 0.01% 57

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