Y-Intercept (Hong Kong) Ltd

Position in HRB — H&R Block Inc

CIK 1772875 HONG KONG, K3

Position in HRB

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

Position Value

$1,937,891

+$414,975 QoQ

Shares Held

50,890

+6.1% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#160

of 541 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Y-Intercept (Hong Kong) Ltd holds $17,055,191 across 4 Personal Services names. HRB ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	326,517	$13,628,819
2	HRB	H&R Block Inc This page	50,890	$1,937,891
3	ANDG	Andersen Group Inc.	28,493	$1,074,755
4	CSV	Carriage Services Inc	10,791	$413,726

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,937,891	50,890	+6.1%	Shares	Sole	2026-07-14
2026-03-31	$1,522,916	47,981	+4.5%	Shares	Sole	2026-04-27
2025-09-30	$2,321,264	45,902	-49.4%	Shares	Sole	2025-10-31
2025-06-30	$4,974,955	90,635	+369.1%	Shares	Sole	2025-08-01
2025-03-31	$1,060,806	19,319	+51.1%	Shares	Sole	2025-05-06
2024-03-31	$628,018	12,788	-1.2%	Shares	Sole	2024-05-10
2022-09-30	$550,637	12,944	-7.3%	Shares	Sole	2023-02-14
2022-03-31	$363,778	13,970	+22.0%	Shares	Sole	2022-05-16
2021-06-30	$268,939	11,454	—	Shares	Sole	2021-08-26
No filing history on record for this holder in this stock.