Claret Asset Management Corp

Position in HRB — H&R Block Inc

CIK 1735513 MONTREAL, A8

Position in HRB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$624,892

+$158,632 QoQ

Shares Held

16,410

+11.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#266

of 536 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Claret Asset Management Corp holds $1,074,433 across 3 Personal Services names. HRB ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	16,410	$624,892
2	BFAM	Bright Horizons Family Solutions Inc.	3,183	$225,611
3	SCI	Service Corp International	2,948	$223,930

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,892	16,410	+11.7%	Shares	Sole	2026-07-27
2026-03-31	$466,260	14,690	0.0%	Shares	Sole	2026-05-11
2025-12-31	$640,190	14,690	-0.2%	Shares	Sole	2026-02-11
2025-09-30	$744,086	14,714	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$816,433	14,874	+26.1%	Shares	Sole	2025-08-13
2025-03-31	$797,622	14,526	—	Principal	Sole	2025-05-13
2021-09-30	$294,800	11,792	-9.6%	Shares	Sole	2021-12-02
2021-06-30	$306,226	13,042	-1.1%	Shares	Sole	2021-08-09
2021-03-31	$287,367	13,182	-0.2%	Shares	Sole	2021-05-04
2020-12-31	$209,383	13,202	+10.5%	Shares	Sole	2021-02-02
2020-09-30	$194,698	11,952	-0.5%	Shares	Sole	2020-10-29
2020-06-30	$171,602	12,017	-22.9%	Shares	Sole	2020-08-06
2020-03-31	$219,563	15,594	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.