Position in HRB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$387,196
+$138,355 QoQ
Shares Held
12,199
+113.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026DGS Capital Management, LLC holds $686,398 across 2 Personal Services names. HRB ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
12,199 | $387,196 | |
| 2 | ROL |
Rollins Inc
|
5,602 | $299,202 |
All Filings in HRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $387,196 | 12,199 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $248,841 | 5,710 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $292,092 | 5,776 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $290,368 | 5,290 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $295,635 | 5,384 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $225,098 | 4,260 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $270,151 | 4,251 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $214,371 | 3,953 | Shares | Sole | 2024-12-10 | |
| No filing history on record for this holder in this stock. | ||||||