Ray Dalio
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Ray Dalio’s Herc Holdings HRI Stock Holding History

Ray Dalio’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.34M Buy
+43,564
New +$6.22M 0.02% 453
2025
Q1 		– Sell
-7,556
Closed -$1.43M – 734
2024
Q4 		$1.43M Sell
7,556
-16,366
-68% -$3.3M 0.01% 474
2024
Q3 		$3.81M Buy
23,922
+19,659
+461% +$2.79M 0.02% 419
2024
Q2 		$568K Buy
+4,263
New +$630K ﹤0.01% 740
2023
Q3 		– Sell
-5,185
Closed -$710K – 776
2023
Q2 		$710K Buy
+5,185
New +$574K ﹤0.01% 621

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ray Dalio's HRI Position: Q1 2026 in Review

Ray Dalio opened a new position in Herc Holdings (HRI) in Q1 2026: 43,564 shares worth $4.34M. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: Ray Dalio previously reported a position in HRI as recently as Q4 2024.

Ray Dalio first reported a position in HRI in Q2 2023 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • Ray Dalio held 43,564 shares of Herc Holdings worth $4.34M as of Q1 2026.
  • Herc Holdings was a new Ray Dalio position in Q1 2026.
  • Herc Holdings made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #453 holding.
  • Ray Dalio first reported a position in Herc Holdings in Q2 2023 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.