Westchester Capital Management (New York)’s H&E Equipment Services HEES Stock Holding History

Westchester Capital Management (New York)’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	-368,279	Closed	-$34.9M	–	222
2025 Q1	$34.9M	Buy	+368,279	New	+$32M	1.8%	14

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Westchester Capital Management (New York)'s HEES Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 368,279 shares — an estimated $34.9M sold.

Westchester Capital Management (New York) first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $34.9M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Westchester Capital Management (New York) reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Westchester Capital Management (New York) sold 368,279 H&E Equipment Services shares in Q2 2025, an estimated $34.9M.
Westchester Capital Management (New York) first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Westchester Capital Management (New York)'s H&E Equipment Services position peaked at $34.9M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.