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TwinBeech Capital’s Houlihan Lokey HLI Stock Holding History

TwinBeech Capital’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
2026
Q1 		$3.98M Buy
27,700
+16,212
+141% +$2.67M 0.41% 67
2025
Q4 		$2M Buy
+11,488
New +$2.11M 0.14% 193
2025
Q3 		– Sell
-12,506
Closed -$2.25M – 678
2025
Q2 		$2.25M Buy
12,506
+10,788
+628% +$1.81M 0.05% 301
2025
Q1 		$277K Buy
+1,718
New +$295K 0.01% 627
2023
Q2 		– Sell
-11,474
Closed -$1M – 715
2023
Q1 		$1M Buy
11,474
+8,933
+352% +$840K 0.02% 452
2022
Q4 		$221K Buy
+2,541
New +$228K ﹤0.01% 648
2022
Q2 		– Sell
-37,769
Closed -$3.32M – 594
2022
Q1 		$3.32M Buy
37,769
+34,698
+1,130% +$3.57M 0.15% 186
2021
Q4 		$318K Buy
+3,071
New +$328K 0.02% 480
2021
Q1 		– Sell
-7,255
Closed -$488K – 538
2020
Q4 		$488K Buy
+7,255
New +$470K 0.08% 290
2020
Q3 		– Sell
-11,456
Closed -$637K – 496
2020
Q2 		$637K Buy
+11,456
New +$668K 0.14% 200

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VCM
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EARNEST Partners
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return