Telemark Asset Management’s Hillman Solutions HLMN Stock Holding History

Telemark Asset Management’s Portfolio HLMN Stock Details HLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.28M	Buy	1,100,000 +150,000	+16%	+$1.19M	0.67%	47
2026 Q1	$7.9M	Hold	950,000	–	–	0.73%	44
2025 Q4	$8.23M	Sell	950,000 -50,000	-5%	-$451K	0.82%	43
2025 Q3	$9.18M	Hold	1,000,000	–	–	0.87%	38
2025 Q2	$7.14M	Hold	1,000,000	–	–	0.65%	40
2025 Q1	$8.79M	Buy	1,000,000 +100,000	+11%	+$971K	1.15%	35
2024 Q4	$8.77M	Buy	900,000 +150,000	+20%	+$1.6M	0.87%	39
2024 Q3	$7.92M	Buy	750,000 +50,000	+7%	+$482K	0.8%	40
2024 Q2	$6.2M	Buy	700,000 +80,000	+13%	+$754K	0.54%	51
2024 Q1	$6.6M	Hold	620,000	–	–	0.68%	44
2023 Q4	$5.71M	Buy	620,000 +20,000	+3%	+$153K	0.85%	39
2023 Q3	$4.95M	Buy	600,000 +50,000	+9%	+$454K	0.75%	38
2023 Q2	$4.96M	Buy	+550,000	New	+$4.58M	0.67%	41

Other funds holding HLMN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Telemark Asset Management's HLMN Position: Q2 2026 in Review

Telemark Asset Management increased its Hillman Solutions (HLMN) stake by 16% in Q2 2026, buying an estimated $1.19M and bringing the position to 1,100,000 shares worth $9.28M. The position accounts for 0.67% of the portfolio, ranked #47.

Telemark Asset Management first reported a position in HLMN in Q2 2023 and has held it in 13 quarters since. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

Telemark Asset Management held 1,100,000 shares of Hillman Solutions worth $9.28M as of Q2 2026.
Telemark Asset Management bought 150,000 Hillman Solutions shares in Q2 2026, an estimated $1.19M.
Hillman Solutions made up 0.67% of Telemark Asset Management's portfolio in Q2 2026, its #47 holding.
Telemark Asset Management first reported a position in Hillman Solutions in Q2 2023 and has held it in 13 quarters since.
231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.