Mount Lucas Management LP

Position in HLI — Houlihan Lokey, Inc.

CIK 1185072 Newtown, PA

Position in HLI

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$454,126

-$519,770 QoQ

Shares Held

3,162

-43.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Mount Lucas Management LP holds $5,792,965 across 2 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)	Open
1	IREN	IREN Ltd	100,000	$4,573,000
2	EVR	Evercore Inc.	3,573	$1,219,965

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$454,126	3,162	-43.4%	Shares	Sole	2026-05-05
2025-12-31	$973,896	5,591	-1.6%	Shares	Sole	2026-02-05
2025-09-30	$1,166,422	5,681	-7.0%	Shares	Sole	2025-11-10
2025-06-30	$1,098,774	6,106	+92.7%	Shares	Sole	2025-08-11
2025-03-31	$511,793	3,169	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.