Dan Polen - Polen Capital Management
Holding/activity history for Houlihan Lokey, Inc. (HLI)
← All HLI superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $176.75–211.78 · VW $195.24i | SEC | |
| 2025 Q2 | 2,555 | <0.01 | Reduce 92.09% | 0.02 | $137.99–185.40 · VW $168.03i | $459,772 | SEC |
| 2025 Q1 | 32,295 | 0.02 | Reduce 10.29% | <0.01 | $151.46–188.36 · VW $171.67i | $5,215,639 | SEC |
| 2024 Q4 | 35,999 | 0.02 | Reduce 47.30% | 0.01 | $156.06–192.10 · VW $176.38i | $6,251,650 | SEC |
| 2024 Q3 | 68,311 | 0.03 | Reduce 17.07% | <0.01 | $133.48–162.84 · VW $150.74i | $10,794,572 | SEC |
| 2024 Q2 | 82,376 | 0.03 | Reduce 8.49% | <0.01 | $122.14–137.92 · VW $131.21i | $11,109,213 | SEC |
| 2024 Q1 | 90,022 | 0.03 | Reduce 29.28% | 0.05 | $112.17–133.80 · VW $123.91i | $11,539,947 | SEC |
| 2023 Q4 | 127,298 | 0.16 | Reduce 1.29% | <0.01 | $94.67–123.51 · VW $110.99i | $67,858,652 | SEC |
| 2023 Q3 | 128,967 | 0.04 | Reduce 1.47% | <0.01 | $94.14–110.94 · VW $103.72i | $13,814,983 | SEC |
| 2023 Q2 | 130,892 | 0.03 | Reduce 4.86% | <0.01 | $83.92–99.29 · VW $92.08i | $12,868,020 | SEC |
| 2023 Q1 | 137,581 | 0.03 | Reduce 2.61% | <0.01 | $84.84–101.50 · VW $92.87i | $12,037,027 | SEC |
| 2022 Q4 | 141,263 | 0.04 | Reduce 11.76% | <0.01 | $74.51–102.36 · VW $90.87i | $12,312,483 | SEC |
| 2022 Q3 | 160,096 | 0.03 | Add 9.61% | <0.01 | $74.18–89.18 · VW $80.37i | $12,068,000 | SEC |
| 2022 Q2 | 146,055 | 0.03 | Reduce 16.36% | <0.01 | $76.27–90.17 · VW $83.64i | $11,528,000 | SEC |
| 2022 Q1 | 174,617 | 0.03 | Reduce 4.13% | <0.01 | $87.45–122.62 · VW $101.99i | $15,331,000 | SEC |
| 2021 Q4 | 182,141 | 0.03 | Add 25.27% | <0.01 | $92.50–119.89 · VW $106.98i | $18,855,000 | SEC |
| 2021 Q3 | 145,396 | 0.02 | Add 7.96% | <0.01 | $79.14–96.93 · VW $88.87i | $13,391,000 | SEC |
| 2021 Q2 | 134,682 | 0.02 | Add 6.65% | <0.01 | $65.03–82.50 · VW $73.33i | $11,016,000 | SEC |
| 2021 Q1 | 126,281 | 0.02 | Add 21.03% | <0.01 | $63.38–73.26 · VW $66.24i | $8,399,000 | SEC |
| 2020 Q4 | 104,335 | 0.02 | Add 32.16% | <0.01 | $57.82–71.00 · VW $64.56i | $7,014,000 | SEC |
| 2020 Q3 | 78,945 | 0.01 | Add 76.61% | <0.01 | $52.84–60.70 · VW $56.82i | $4,662,000 | SEC |
| 2020 Q2 | 44,701 | 0.01 | Buy | 0.01 | $49.76–64.84 · VW $58.26i | $2,487,000 | SEC |
Price snapshot:
Current price$132.52
52-week low$130.72
52-week high$209.24