Telemark Asset Management’s Hillman Solutions HLMN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	–	0.76%	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	0.56%	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