HLLY Holley Incorporated

Ownership history in ADVISORY RESEARCH INC  ·  12 quarters on record

This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in Holley Incorporated (HLLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.0% (2025 Q4)
Avg. % of fund
0.48%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,930,756 -319,244 -14.2% 1.00% $8.0M $4.13
2025 Q3 ADDED 2,250,000 +1,954,247 +660.8% 0.93% $7.1M $3.14
2023 Q4 REDUCED 295,753 -40,808 -12.1% 0.22% $1.4M $4.87
2023 Q3 ADDED 336,561 +15,772 +4.9% 0.23% $1.7M $4.99
2023 Q2 ADDED 320,789 +206,549 +180.8% 0.17% $1.3M $4.09
2023 Q1 REDUCED 114,240 -195,760 -63.1% 0.05% $313K $2.74
2022 Q4 REDUCED 310,000 -190,940 -38.1% 0.06% $657K $2.12
2022 Q3 REDUCED 500,940 -178,374 -26.3% 0.20% $2.0M $4.05
2022 Q2 UNCHANGED 679,314 0% 0.76% $9.4M $10.50
2022 Q1 ADDED 679,314 +241,349 +55.1% 0.76% $9.4M $13.91
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HLLY price (monthly, adj. close)
← Back to ADVISORY RESEARCH INC Holdings