Punch & Associates Investment Management’s Hillman Solutions HLMN Stock Holding History

Punch & Associates Investment Management’s Portfolio HLMN Stock Details HLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8M	Buy	1,774,109 +30,237	+2%	+$273K	0.85%	42
2025 Q4	$15.1M	Buy	1,743,872 +568	+0%	+$5.12K	0.88%	41
2025 Q3	$16M	Buy	1,743,304 +915	+0.1%	+$8.26K	0.93%	39
2025 Q2	$12.4M	Buy	1,742,389 +12,138	+0.7%	+$90.9K	0.77%	54
2025 Q1	$15.2M	Buy	1,730,251 +29,249	+2%	+$284K	1%	29
2024 Q4	$16.6M	Sell	1,701,002 -5,172	-0.3%	-$55.3K	0.9%	30
2024 Q3	$18M	Buy	1,706,174 +12,119	+0.7%	+$117K	0.99%	25
2024 Q2	$15M	Sell	1,694,055 -1,329	-0.1%	-$12.5K	0.88%	34
2024 Q1	$18M	Buy	1,695,384 +13,622	+0.8%	+$127K	1.03%	22
2023 Q4	$15.5M	Buy	1,681,762 +221,420	+15%	+$1.69M	0.91%	28
2023 Q3	$12M	Buy	1,460,342 +7,615	+0.5%	+$69.2K	0.77%	32
2023 Q2	$13.1M	Buy	+1,452,727	New	+$12.1M	0.8%	37

Other funds holding HLMN

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

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Punch & Associates Investment Management's HLMN Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Hillman Solutions (HLMN) stake by 1.7% in Q1 2026, buying an estimated $273K and bringing the position to 1,774,109 shares worth $14.8M. The position accounts for 0.85% of the portfolio, ranked #42.

Punch & Associates Investment Management first reported a position in HLMN in Q2 2023 and has held it in 12 quarters since. The position peaked at $18M in Q1 2024. 235 funds tracked by Wall St. Rank hold HLMN as of Q1 2026.

Punch & Associates Investment Management held 1,774,109 shares of Hillman Solutions worth $14.8M as of Q1 2026.
Punch & Associates Investment Management bought 30,237 Hillman Solutions shares in Q1 2026, an estimated $273K.
Hillman Solutions made up 0.85% of Punch & Associates Investment Management's portfolio in Q1 2026, its #42 holding.
Punch & Associates Investment Management first reported a position in Hillman Solutions in Q2 2023 and has held it in 12 quarters since.
Punch & Associates Investment Management's Hillman Solutions position peaked at $18M in Q1 2024.
235 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.