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SummerHaven Investment Management’s Herbalife HLF Stock Holding History

SummerHaven Investment Management’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$987K Hold
75,069
– – 0.53% 78
2026
Q1 		$1.11M Sell
75,069
-7,261
-9% -$119K 0.68% 34
2025
Q4 		$1.06M Hold
82,330
– – 0.6% 33
2025
Q3 		$695K Sell
82,330
-207
-0.3% -$1.95K 0.4% 181
2025
Q2 		$711K Buy
82,537
+2,135
+3% +$15.9K 0.47% 110
2025
Q1 		$694K Buy
80,402
+2,633
+3% +$18.7K 0.48% 106
2024
Q4 		$520K Hold
77,769
– – 0.32% 178
2024
Q3 		$559K Buy
77,769
+19,360
+33% +$178K 0.34% 191
2024
Q2 		$607K Buy
58,409
+1,465
+3% +$14.6K 0.4% 145
2024
Q1 		$572K Buy
56,944
+718
+1% +$7.72K 0.36% 162
2023
Q4 		$858K Buy
56,226
+738
+1% +$10.2K 0.55% 70
2023
Q3 		$776K Buy
55,488
+28,279
+104% +$428K 0.57% 43
2023
Q2 		$360K Sell
27,209
-8,209
-23% -$112K 0.23% 182
2023
Q1 		$570K Buy
35,418
+1,024
+3% +$18.1K 0.33% 176
2022
Q4 		$512K Buy
34,394
+693
+2% +$12.1K 0.31% 188
2022
Q3 		$670K Buy
+33,701
New +$835K 0.46% 127

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SummerHaven Investment Management's HLF Position: Q2 2026 in Review

SummerHaven Investment Management held its Herbalife (HLF) position steady in Q2 2026 at 75,069 shares worth $987K. The position accounts for 0.53% of the portfolio, ranked #78.

SummerHaven Investment Management first reported a position in HLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q1 2026. 234 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • SummerHaven Investment Management held 75,069 shares of Herbalife worth $987K as of Q2 2026.
  • SummerHaven Investment Management left its Herbalife share count unchanged in Q2 2026.
  • Herbalife made up 0.53% of SummerHaven Investment Management's portfolio in Q2 2026, its #78 holding.
  • SummerHaven Investment Management first reported a position in Herbalife in Q3 2022 and has held it in 16 quarters since.
  • SummerHaven Investment Management's Herbalife position peaked at $1.11M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.