Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,541,363
+$1,178,511 QoQ
Shares Held
92,998
+24.9% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#114
of 536 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026SummitTX Capital, L.P. holds $5,867,540 across 3 Personal Services names. HRB ranks #1 (60.4% of the industry book) .
All Filings in HRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,541,363 | 92,998 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,362,852 | 74,444 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,798,228 | 64,209 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,824,970 | 36,088 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $820,166 | 14,942 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,091,830 | 19,884 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||