Riverwater Partners LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1882572 Milwaukee, WI

Position in HLI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$306,755

+$55,133 QoQ

Shares Held

2,287

+30.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#328

of 514 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Riverwater Partners LLC holds $8,322,759 across 5 Capital Markets names. HLI ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	43,552	$3,440,647
2	SCHW	Schwab Charles Corp	23,399	$2,159,025
3	SF	Stifel Financial Corp	24,008	$1,675,038
4	PWP	Perella Weinberg Partners	46,447	$741,294
5	HLI	Houlihan Lokey, Inc. This page	2,287	$306,755

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,755	2,287	+30.5%	Shares	Sole	2026-08-14
2026-03-31	$251,622	1,752	+20.0%	Shares	Sole	2026-05-08
2025-12-31	$254,317	1,460	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$299,356	1,458	0.0%	Shares	Sole	2025-10-31
2025-06-30	$262,367	1,458	+0.1%	Shares	Sole	2025-08-01
2025-03-31	$235,144	1,456	-41.1%	Shares	Sole	2025-04-21
2024-12-31	$428,940	2,470	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$389,993	2,468	-1.0%	Shares	Sole	2024-10-22
2024-06-30	$336,205	2,493	-5.9%	Shares	Sole	2024-07-19
2024-03-31	$339,447	2,648	0.0%	Shares	Sole	2024-04-19
2023-12-31	$317,521	2,648	0.0%	Shares	Sole	2024-01-05
2023-09-30	$283,653	2,648	-11.2%	Shares	Sole	2023-10-18
2023-06-30	$293,258	2,983	0.0%	Shares	Sole	2023-07-18
2023-03-31	$260,982	2,983	0.0%	Shares	Sole	2023-04-12
2022-12-31	$259,998	2,983	+14.7%	Shares	Sole	2023-01-12
2022-06-30	$205,296	2,601	-13.8%	Shares	Sole	2022-08-05
2021-12-31	$312,526	3,019	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.