Dan Polen - Polen Capital Management
Holding/activity history for Houlihan Lokey, Inc. (HLI)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2025 Q2 | 2,555 | <0.01 | Reduce 92.09% | 0.02 | $179.95 | $459,772 | SEC |
| 2025 Q1 | 32,295 | 0.02 | Reduce 10.29% | <0.01 | $161.50 | $5,215,639 | SEC |
| 2024 Q4 | 35,999 | 0.02 | Reduce 47.30% | 0.01 | $173.66 | $6,251,650 | SEC |
| 2024 Q3 | 68,311 | 0.03 | Reduce 17.07% | <0.01 | $158.02 | $10,794,572 | SEC |
| 2024 Q2 | 82,376 | 0.03 | Reduce 8.49% | <0.01 | $134.86 | $11,109,213 | SEC |
| 2024 Q1 | 90,022 | 0.03 | Reduce 29.28% | 0.05 | $128.19 | $11,539,947 | SEC |
| 2023 Q4 | 127,298 | 0.16 | Reduce 1.29% | <0.01 | $533.07 | $67,858,652 | SEC |
| 2023 Q3 | 128,967 | 0.04 | Reduce 1.47% | <0.01 | $107.12 | $13,814,983 | SEC |
| 2023 Q2 | 130,892 | 0.03 | Reduce 4.86% | <0.01 | $98.31 | $12,868,020 | SEC |
| 2023 Q1 | 137,581 | 0.03 | Reduce 2.61% | <0.01 | $87.49 | $12,037,027 | SEC |
| 2022 Q4 | 141,263 | 0.04 | Reduce 11.76% | <0.01 | $87.16 | $12,312,483 | SEC |
| 2022 Q3 | 160,096 | 0.03 | Add 9.61% | <0.01 | $75.38 | $12,068,000 | SEC |
| 2022 Q2 | 146,055 | 0.03 | Reduce 16.36% | <0.01 | $78.93 | $11,528,000 | SEC |
| 2022 Q1 | 174,617 | 0.03 | Reduce 4.13% | <0.01 | $87.80 | $15,331,000 | SEC |
| 2021 Q4 | 182,141 | 0.03 | Add 25.27% | <0.01 | $103.52 | $18,855,000 | SEC |
| 2021 Q3 | 145,396 | 0.02 | Add 7.96% | <0.01 | $92.10 | $13,391,000 | SEC |
| 2021 Q2 | 134,682 | 0.02 | Add 6.65% | <0.01 | $81.79 | $11,016,000 | SEC |
| 2021 Q1 | 126,281 | 0.02 | Add 21.03% | <0.01 | $66.51 | $8,399,000 | SEC |
| 2020 Q4 | 104,335 | 0.02 | Add 32.16% | <0.01 | $67.23 | $7,014,000 | SEC |
| 2020 Q3 | 78,945 | 0.01 | Add 76.61% | <0.01 | $59.05 | $4,662,000 | SEC |
| 2020 Q2 | 44,701 | 0.01 | Buy | 0.01 | $55.64 | $2,487,000 | SEC |