Position in HLI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,306,080
-$415,613 QoQ
Shares Held
9,094
-8.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Cannell & Spears LLC holds $7,286,404 across 6 Capital Markets names. HLI ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,011 | $5,085,245 | |
| 2 | HLI |
Houlihan Lokey, Inc.
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|
9,094 | $1,306,080 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,904 | $460,877 | |
| 4 | MS |
Morgan Stanley
|
1,454 | $239,284 | |
| 5 | BGC |
BGC Group, Inc.
|
16,255 | $158,973 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
65,000 | $35,945 |
All Filings in HLI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,306,080 | 9,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,721,693 | 9,884 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,156,681 | 10,504 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,909,089 | 10,609 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,874,692 | 11,608 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,015,324 | 11,605 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,833,822 | 11,605 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,565,050 | 11,605 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,569,686 | 12,245 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||