Prana Capital Management’s Houlihan Lokey HLI Stock Holding History

Prana 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 Q4	–	Sell	-61,549	Closed	-$12.6M	–	130
2025 Q3	$12.6M	Buy	61,549 +52,720	+597%	+$10.3M	0.42%	51
2025 Q2	$1.59M	Sell	8,829 -25,502	-74%	-$4.28M	0.06%	87
2025 Q1	$5.54M	Buy	34,331 +15,354	+81%	+$2.64M	0.23%	62
2024 Q4	$3.3M	Buy	+18,977	New	+$3.34M	0.16%	75
2023 Q4	–	Sell	-1,933	Closed	-$207K	–	96
2023 Q3	$207K	Buy	+1,933	New	+$199K	0.01%	89
2023 Q2	–	Sell	-14,841	Closed	-$1.3M	–	95
2023 Q1	$1.3M	Sell	14,841 -17,552	-54%	-$1.65M	0.11%	70
2022 Q4	$2.82M	Buy	32,393 +26,476	+447%	+$2.38M	0.22%	62
2022 Q3	$446K	Sell	5,917 -5,691	-49%	-$461K	0.03%	79
2022 Q2	$916K	Buy	+11,608	New	+$971K	0.07%	76

Other funds holding HLI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

EARNEST Partners

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Geode Capital Management

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

Wellington Management Group

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return