Position in FC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,292,750
+$1,529,500 QoQ
Shares Held
175,000
0.0% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#12
of 112 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FC Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $4,292,750 across 1 Education & Training Services name. FC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FC |
Franklin Covey Co
This page
|
175,000 | $4,292,750 |
All Filings in FC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,292,750 | 175,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,763,250 | 175,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,936,500 | 175,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,396,750 | 175,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,993,500 | 175,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,833,500 | 175,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,012,800 | 160,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,580,800 | 160,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,080,000 | 160,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,281,600 | 160,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,176,500 | 50,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||