CIM, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1364725 ALBANY, NY

Position in HLI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,097,988

-$72,802 QoQ

Shares Held

8,186

+0.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#229

of 517 holders

Holding Since

Mar 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CIM, LLC holds $5,353,327 across 3 Capital Markets names. HLI ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	41,478	$3,610,245
2	HLI	Houlihan Lokey, Inc. This page	8,186	$1,097,988
3	MRX	Marex Group Ltd	10,584	$645,094

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,988	8,186	+0.4%	Shares	Sole	2026-08-13
2026-03-31	$1,170,790	8,152	-0.6%	Shares	Sole	2026-05-18
2025-12-31	$1,428,358	8,200	+2.7%	Shares	Sole	2026-02-18
2025-09-30	$1,639,480	7,985	-28.8%	Shares	Sole	2025-11-14
2022-06-30	$885,515	11,219	-40.1%	Shares	Sole	2022-07-11
2022-03-31	$1,645,723	18,744	—	Shares	Sole	2022-04-12
No filing history on record for this holder in this stock.