GMO (Jeremy Grantham) — HLI Trade History
Quarter-by-quarter changes in the HOULIHAN LOKEY INC position · CUSIP 441593100
Currently held · 4 YearsFirst seen: 2018 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 169,929 | 32,685 | +23.8% | $22.8M | 0.05% |
| 2026 Q1 | 2026-05-14 | Add | 137,244 | 37,664 | +37.8% | $19.7M | 0.05% |
| 2025 Q4 | 2026-02-17 | Reduce | 99,580 | -68,970 | -40.9% | $17.3M | 0.04% |
| 2025 Q3 | 2025-11-13 | Reduce | 168,550 | -71,936 | -29.9% | $34.6M | 0.10% |
| 2025 Q2 | 2025-08-13 | Add | 240,486 | 12,055 | +5.3% | $43.3M | 0.13% |
| 2025 Q1 | 2025-05-14 | Add | 228,431 | 50,295 | +28.2% | $36.9M | 0.12% |
| 2024 Q4 | 2025-02-13 | Reduce | 178,136 | -115,845 | -39.4% | $30.9M | 0.10% |
| 2024 Q3 | 2024-11-13 | Add | 293,981 | 19,314 | +7.0% | $46.5M | 0.15% |
| 2024 Q2 | 2024-08-13 | Reduce | 274,667 | -1,966 | -0.7% | $37.0M | 0.13% |
| 2024 Q1 | 2024-05-14 | Add | 276,633 | 114,695 | +70.8% | $35.5M | 0.13% |
| 2023 Q4 | 2024-02-13 | Reduce | 161,938 | -33,554 | -17.2% | $19.4M | 0.09% |
| 2023 Q3 | 2023-11-13 | Add | 195,492 | 31,262 | +19.0% | $20.9M | 0.10% |
| 2023 Q2 | 2023-08-14 | Hold | 164,230 | — | 0.0% | $16.1M | 0.07% |
| 2023 Q1 | 2023-05-12 | Add | 164,230 | 61,863 | +60.4% | $14.4M | 0.07% |
| 2022 Q4 | 2023-02-13 | Add | 102,367 | 18,060 | +21.4% | $8.9M | 0.05% |
| 2022 Q3 | 2022-11-10 | New | 84,307 | 84,307 | — | $6.4M | 0.04% |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-13 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | Sold out | — | -9,700 | -100.0% | — | — |
| 2018 Q2 | 2018-08-14 | Reduce | 9,700 | -4,300 | -30.7% | $497.0K | 0.00% |
| 2018 Q1 | 2018-05-15 | New | 14,000 | 14,000 | — | $624.0K | 0.00% |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.