UBS O'Connor’s H&E Equipment Services HEES Stock Holding History

UBS O'Connor’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,085,190	Closed	-$103M	–	418
2025 Q1	$103M	Buy	+1,085,190	New	+$94.4M	2.43%	13
2019 Q1	–	Sell	-100,000	Closed	-$2.04M	–	76
2018 Q4	$2.04M	Buy	+100,000	New	+$2.45M	0.07%	135

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

UBS O'Connor's HEES Position: Q2 2025 in Review

UBS O'Connor sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 1,085,190 shares — an estimated $103M sold.

UBS O'Connor first reported a position in HEES in Q4 2018 and held it in 2 quarters. The position peaked at $103M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

UBS O'Connor reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
UBS O'Connor sold 1,085,190 H&E Equipment Services shares in Q2 2025, an estimated $103M.
UBS O'Connor first reported a position in H&E Equipment Services in Q4 2018 and held it in 2 quarters.
UBS O'Connor's H&E Equipment Services position peaked at $103M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.