Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$13,774,199 |
316,067 |
+47.3%
|
Shares |
Sole |
2026-02-09 |
| 2025-09-30 |
$10,850,096 |
214,556 |
+170.0%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$4,361,339 |
79,456 |
-44.3%
|
Shares |
Sole |
2025-08-11 |
| 2025-03-31 |
$7,838,731 |
142,756 |
-8.5%
|
Shares |
Sole |
2025-05-06 |
| 2024-12-31 |
$8,245,999 |
156,056 |
-5.2%
|
Shares |
Sole |
2025-02-10 |
| 2024-09-30 |
$10,457,533 |
164,556 |
-5.7%
|
Shares |
Sole |
2024-11-06 |
| 2024-06-30 |
$9,466,171 |
174,556 |
-8.4%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$9,361,348 |
190,620 |
-46.9%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$17,370,634 |
359,120 |
-37.6%
|
Shares |
Sole |
2024-02-12 |
| 2023-09-30 |
$24,764,667 |
575,120 |
-16.8%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$22,018,568 |
690,887 |
+9.7%
|
Shares |
Sole |
2023-08-07 |
| 2023-03-31 |
$22,203,516 |
629,887 |
-15.9%
|
Shares |
Sole |
2023-05-23 |
| 2022-12-31 |
$27,339,856 |
748,832 |
-19.9%
|
Shares |
Sole |
2023-05-23 |
| 2022-09-30 |
$39,780,515 |
935,132 |
-29.9%
|
Shares |
Sole |
2022-11-03 |
| 2022-06-30 |
$47,104,729 |
1,333,656 |
-30.2%
|
Shares |
Sole |
2022-08-04 |
| 2022-03-31 |
$49,736,842 |
1,910,017 |
+5.6%
|
Shares |
Sole |
2022-05-05 |
| 2021-12-31 |
$42,601,663 |
1,808,220 |
+349.8%
|
Shares |
Sole |
2022-02-07 |
| 2021-09-30 |
$10,050,950 |
402,038 |
+618420.0%
|
Shares |
Sole |
2021-11-10 |
| 2020-06-30 |
$928 |
65 |
—
|
Shares |
Sole |
2020-08-07 |