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TwinBeech Capital’s Herc Holdings HRI Stock Holding History

TwinBeech Capital’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.63M Buy
+26,400
New +$3.77M 0.27% 116
2025
Q4 		– Sell
-10,054
Closed -$1.17M – 708
2025
Q3 		$1.17M Buy
+10,054
New +$1.3M 0.05% 291
2025
Q1 		– Sell
-10,493
Closed -$1.99M – 818
2024
Q4 		$1.99M Buy
+10,493
New +$2.12M 0.03% 328
2023
Q4 		– Sell
-5,949
Closed -$708K – 753
2023
Q3 		$708K Buy
+5,949
New +$776K 0.01% 523
2023
Q2 		– Sell
-49,597
Closed -$5.65M – 716
2023
Q1 		$5.65M Buy
+49,597
New +$6.84M 0.11% 222
2022
Q3 		– Sell
-17,173
Closed -$1.55M – 713
2022
Q2 		$1.55M Buy
+17,173
New +$2.06M 0.07% 258
2021
Q3 		– Sell
-4,181
Closed -$469K – 665
2021
Q2 		$469K Buy
+4,181
New +$442K 0.06% 309

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return