Montanaro Asset Management Ltd

Position in HLI — Houlihan Lokey, Inc.

CIK 1831133 LONDON, X0

Position in HLI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,123,937

-$2,986,728 QoQ

Shares Held

82,934

-15.6% QoQ

Ownership

0.119%

of shares outstanding

% of Portfolio

3.51%

of 13F equity value

Holder Rank

#88

of 514 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Financial Services · as of Jun 30, 2026

Montanaro Asset Management Ltd holds $17,913,868 across 3 Capital Markets names. HLI ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc. This page	82,934	$11,123,937
2	TW	Tradeweb Markets Inc.	39,500	$3,936,570
3	SNEX	StoneX Group Inc.	36,118	$2,853,361

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,123,937	82,934	-15.6%	Shares	Sole	2026-08-12
2026-03-31	$14,110,665	98,250	+0.6%	Shares	Sole	2026-05-11
2025-12-31	$17,009,653	97,650	+9.7%	Shares	Sole	2026-03-10
2025-09-30	$18,273,480	89,000	+9.9%	Shares	Sole	2025-11-13
2025-06-30	$14,575,950	81,000	+1.9%	Shares	Sole	2025-08-05
2025-03-31	$12,839,250	79,500	-16.3%	Shares	Sole	2025-05-13
2024-12-31	$16,497,700	95,000	-37.1%	Shares	Sole	2025-02-12
2024-09-30	$23,861,020	151,000	+3.2%	Shares	Sole	2024-11-04
2024-06-30	$19,723,275	146,250	0.0%	Shares	Sole	2024-07-30
2024-03-31	$18,747,787	146,250	+1.0%	Shares	Sole	2024-05-14
2023-12-31	$17,356,972	144,750	+2.7%	Shares	Sole	2024-02-09
2023-09-30	$15,103,920	141,000	+1.4%	Shares	Sole	2023-11-13
2023-06-30	$13,665,090	139,000	+6.1%	Shares	Sole	2023-08-11
2023-03-31	$11,461,190	131,000	0.0%	Shares	Sole	2023-04-18
2022-12-31	$11,417,960	131,000	+0.8%	Shares	Sole	2023-02-08
2022-09-30	$9,799,400	130,000	+15.6%	Shares	Sole	2022-11-09
2022-06-30	$8,879,625	112,500	0.0%	Shares	Sole	2022-08-05
2022-03-31	$9,877,500	112,500	-31.8%	Shares	Sole	2022-05-12
2021-12-31	$17,080,800	165,000	-11.0%	Shares	Sole	2022-02-11
2021-09-30	$17,066,130	185,300	+2.2%	Shares	Sole	2021-11-15
2021-06-30	$14,828,527	181,300	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$11,858,733	178,300	+52.3%	Shares	Sole	2021-05-12
2020-12-31	$7,872,633	117,100	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.