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Triasima Portfolio Management’s Houlihan Lokey HLI Stock Holding History

Triasima Portfolio Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26,795
Closed -$5.5M – 154
2025
Q3 		$5.5M Buy
26,795
+5,295
+25% +$1.04M 0.83% 38
2025
Q2 		$3.87M Sell
21,500
-1,156
-5% -$194K 0.71% 51
2025
Q1 		$3.66M Hold
22,656
– – 0.72% 47
2024
Q4 		$3.93M Buy
22,656
+8,704
+62% +$1.53M 0.76% 42
2024
Q3 		$2.2M Buy
13,952
+450
+3% +$67.2K 0.5% 62
2024
Q2 		$1.82M Hold
13,502
– – 0.17% 83
2024
Q1 		$1.73M Buy
13,502
+11,584
+604% +$1.43M 0.15% 94
2023
Q4 		$230K Buy
+1,918
New +$208K 0.02% 125
2022
Q2 		– Sell
-50,535
Closed -$4.44M – 154
2022
Q1 		$4.44M Buy
50,535
+7,255
+17% +$747K 0.21% 53
2021
Q4 		$4.48M Sell
43,280
-4,760
-10% -$508K 0.22% 53
2021
Q3 		$4.42M Hold
48,040
– – 0.24% 53
2021
Q2 		$3.93M Sell
48,040
-10,250
-18% -$742K 0.19% 57
2021
Q1 		$3.88M Buy
58,290
+30,510
+110% +$2.06M 0.2% 56
2020
Q4 		$1.87M Buy
+27,780
New +$1.8M 0.11% 81

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Triasima Portfolio Management's HLI Position: Q4 2025 in Review

Triasima Portfolio Management sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 26,795 shares — an estimated $5.5M sold.

Triasima Portfolio Management first reported a position in HLI in Q4 2020 and held it in 14 quarters. The position peaked at $5.5M in Q3 2025. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Triasima Portfolio Management reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 26,795 Houlihan Lokey shares in Q4 2025, an estimated $5.5M.
  • Triasima Portfolio Management first reported a position in Houlihan Lokey in Q4 2020 and held it in 14 quarters.
  • Triasima Portfolio Management's Houlihan Lokey position peaked at $5.5M in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Triasima Portfolio Management's 13F filing for Q4 2025, filed 2 Feb 2026.