Position in HLI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$516,400
-$36,537 QoQ
Shares Held
3,850
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#275
of 514 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Yorktown Management & Research Co Inc holds $7,231,809 across 12 Capital Markets names. HLI ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
23,625 | $1,866,375 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
12,400 | $1,079,296 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
2,850 | $802,788 | |
| 4 | HLI |
Houlihan Lokey, Inc.
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|
3,850 | $516,400 | |
| 5 | SF |
Stifel Financial Corp
|
7,350 | $512,809 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
16,500 | $451,770 | |
| 7 | IREN |
IREN Ltd
|
9,450 | $432,148 | |
| 8 | MRX |
Marex Group Ltd
|
5,900 | $359,605 |
All Filings in HLI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,400 | 3,850 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $552,937 | 3,850 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $670,631 | 3,850 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $790,482 | 3,850 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $692,807 | 3,850 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $621,775 | 3,850 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $668,591 | 3,850 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $608,377 | 3,850 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $519,211 | 3,850 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $493,531 | 3,850 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $461,653 | 3,850 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $412,412 | 3,850 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $378,493 | 3,850 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $336,836 | 3,850 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $335,566 | 3,850 | Shares | Sole | 2023-01-26 | |
| No filing history on record for this holder in this stock. | ||||||