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R Squared’s Holley HLLY Stock Holding History

R Squared’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.8K Buy
36,786
+3,180
+9% +$9.02K 0.05% 409
2026
Q1 		$103K Buy
33,606
+18,497
+122% +$70.1K 0.06% 363
2025
Q4 		$62.4K Buy
+15,109
New +$54.4K 0.03% 446

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

R Squared's HLLY Position: Q2 2026 in Review

R Squared increased its Holley (HLLY) stake by 9.5% in Q2 2026, buying an estimated $9.02K and bringing the position to 36,786 shares worth $93.8K. The position accounts for 0.05% of the portfolio, ranked #409.

R Squared first reported a position in HLLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q1 2026. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • R Squared held 36,786 shares of Holley worth $93.8K as of Q2 2026.
  • R Squared bought 3,180 Holley shares in Q2 2026, an estimated $9.02K.
  • Holley made up 0.05% of R Squared's portfolio in Q2 2026, its #409 holding.
  • R Squared first reported a position in Holley in Q4 2025 and has held it in 3 quarters since.
  • R Squared's Holley position peaked at $103K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.