Slotnik Capital’s H&E Equipment Services HEES Stock Holding History

Slotnik Capital’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-147,900	Closed	-$14M	–	27
2025 Q1	$14M	Buy	+147,900	New	+$12.9M	6.77%	5

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Slotnik Capital's HEES Position: Q2 2025 in Review

Slotnik Capital sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 147,900 shares — an estimated $14M sold.

Slotnik Capital first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $14M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Slotnik Capital reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Slotnik Capital sold 147,900 H&E Equipment Services shares in Q2 2025, an estimated $14M.
Slotnik Capital first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Slotnik Capital's H&E Equipment Services position peaked at $14M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Slotnik Capital's 13F filing for Q2 2025, filed 14 Aug 2025.