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 Q2	$3.33M	Sell	24,800 -2,900	-10%	-$428K	0.6%	58
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

Other funds holding HLI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TwinBeech Capital's HLI Position: Q2 2026 in Review

TwinBeech Capital reduced its Houlihan Lokey (HLI) stake by 10% in Q2 2026, selling an estimated $428K and leaving 24,800 shares worth $3.33M. The position accounts for 0.6% of the portfolio, ranked #58.

TwinBeech Capital first reported a position in HLI in Q2 2020 and has held it in 11 quarters since. The position peaked at $3.98M in Q1 2026. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

TwinBeech Capital held 24,800 shares of Houlihan Lokey worth $3.33M as of Q2 2026.
TwinBeech Capital sold 2,900 Houlihan Lokey shares in Q2 2026, an estimated $428K.
Houlihan Lokey made up 0.6% of TwinBeech Capital's portfolio in Q2 2026, its #58 holding.
TwinBeech Capital first reported a position in Houlihan Lokey in Q2 2020 and has held it in 11 quarters since.
TwinBeech Capital's Houlihan Lokey position peaked at $3.98M in Q1 2026.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.