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Equibles

D. E. Shaw & Co., Inc.

Position in HRB — H&R Block Inc

CIK 1009207 New York, NY
Back to HRB Full portfolio

Position in HRB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$26,963,191
-$8,860,762 QoQ
Shares Held
708,067
-37.3% QoQ
Ownership
0.574%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Derivatives in HRB

reported options exposure · as of Jun 30, 2026
CallValue
$357,952
CallShares
9,400
PutValue
$1,675,520
PutShares
44,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

D. E. Shaw & Co., Inc. holds $144,283,041 across 7 Personal Services names. HRB ranks #4 (18.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ROL
Rollins Inc
 1,214,101 $50,676,575
2 SCI
Service Corp International
 426,067 $32,364,049
3 BFAM
Bright Horizons Family Solutions Inc.
 454,593 $32,221,551
4 HRB
H&R Block Inc
This page 		708,067 $26,963,191
5 MED
Medifast Inc
 92,345 $979,780
6 ANDG
Andersen Group Inc.
 17,986 $678,431
7 CSV
Carriage Services Inc
 10,419 $399,464

All Filings in HRB

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $357,952 9,400
2026-06-30 $1,675,520 44,000
2026-06-30 $26,963,191 708,067
2026-03-31 $1,485,432 46,800
2026-03-31 $35,823,953 1,128,669
2026-03-31 $571,320 18,000
2025-12-31 $1,978,532 45,400
2025-12-31 $58,646,607 1,345,723
2025-09-30 $42,192,876 834,346
2025-06-30 $62,277,809 1,134,593
2025-03-31 $52,824,407 962,018
2024-12-31 $2,192,860 41,500
2024-12-31 $11,956,581 226,279
2024-09-30 $13,840,680 217,792
2024-09-30 $2,637,325 41,500
2024-06-30 $25,098,240 462,811
2024-06-30 $2,250,545 41,500
2024-03-31 $2,038,065 41,500
2024-03-31 $30,507,818 621,214
2023-12-31 $50,237,759 1,038,614
2023-12-31 $3,008,614 62,200
2023-12-31 $6,989,465 144,500
2023-09-30 $6,187,722 143,700
2023-09-30 $2,678,332 62,200
2023-09-30 $50,383,946 1,170,087
2023-06-30 $19,453,479 610,401
2023-06-30 $4,060,238 127,400
2023-06-30 $1,669,988 52,400
2023-03-31 $35,858,555 1,017,264
2023-03-31 $8,417,700 238,800
2023-03-31 $2,918,700 82,800
2022-12-31 $5,797,788 158,800
2022-12-31 $45,550,934 1,247,629
2022-12-31 $7,510,107 205,700
2022-09-30 $34,189,610 803,705
2022-09-30 $2,377,986 55,900
2022-09-30 $3,666,948 86,200
2022-06-30 $13,292,081 376,333
2022-03-31 $1,898,419 72,904
2021-12-31 $25,348,085 1,075,895
2021-09-30 $35,745,275 1,429,811
2021-06-30 $36,443,918 1,552,126
2021-03-31 $54,687,152 2,508,585
2020-12-31 $3,500,302 220,700
2020-12-31 $71,525,649 4,509,814
2020-09-30 $3,595,203 220,700
2020-09-30 $98,680,225 6,057,718
2020-06-30 $57,726,456 4,042,469
2020-06-30 $2,666,076 186,700
2020-03-31 $65,749,488 4,669,708

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