Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,780,467
-$587,404 QoQ
Shares Held
256,840
-21.4% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#67
of 536 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $9,780,467 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
256,840 | $9,780,467 |
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,780,467 | 256,840 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,367,871 | 326,650 | Shares | Sole | 2026-05-15 | |
| 2022-06-30 | $9,703,463 | 274,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,519,378 | 403,970 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,666,781 | 367,860 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $58,377,000 | 2,335,080 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $55,507,659 | 2,364,040 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $52,681,662 | 2,416,590 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $37,585,186 | 2,369,810 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $39,094,533 | 2,399,910 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,460,527 | 1,082,670 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||