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 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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

R Squared's HLLY Position: Q1 2026 in Review

R Squared increased its Holley (HLLY) stake by 122% in Q1 2026, buying an estimated $70.1K and bringing the position to 33,606 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #363.

R Squared first reported a position in HLLY in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

R Squared held 33,606 shares of Holley worth $103K as of Q1 2026.
R Squared bought 18,497 Holley shares in Q1 2026, an estimated $70.1K.
Holley made up 0.06% of R Squared's portfolio in Q1 2026, its #363 holding.
R Squared first reported a position in Holley in Q4 2025 and has held it in 2 quarters since.
140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.