Blue Owl Capital Holdings LP HLLY — HOLLEY INC

Ownership history in Blue Owl Capital Holdings LP  ·  7 quarters on record

AI Ownership Summary

Blue Owl Capital Holdings LP reported HOLLEY INC (HLLY) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 4.74% in 2025 Q3. The latest visible filing shows HLLY at 3.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HLLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Owl Capital Holdings LP's position in HOLLEY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HLLY was reported at 3.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.74% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLLY stock page Blue Owl Capital Holdings LP fund profile Blue Owl Capital Holdings LP full holdings
How Blue Owl Capital Holdings LP held HLLY — position size vs. price
% of Fund (quarterly)    HLLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,236,888 +90,252 +2.2% 3.49% $13.0M 2026-05-14 $2.72
2025 Q4 REDUCED 14.7% -25.7% ✅ 4,146,636 -715,725 -14.7% 1.28% $17.1M 2026-02-09 $4.02
2025 Q3 ADDED — — — 4,862,361 +750,000 +18.2% 4.74% $15.27B 2025-11-12 $3.85
2025 Q2 REDUCED 22.7% +61.5% ❌ 4,112,361 -1,205,679 -22.7% 2.65% $8.22B 2025-08-11 $3.23
2025 Q1 ADDED — — — 5,318,040 +2,327,746 +77.8% 4.41% $13.67B 2025-05-15 $2.17
2024 Q4 ADDED — — — 2,990,294 +446,706 +17.6% 2.08% $9.03B 2025-02-14 $2.84
2024 Q3 INITIATED — — — 2,543,588 — — 1.45% $7.50B 2024-11-14 $2.70

🏢 Other funds also holding HLLY

As of 2026 Q1 — sorted by position size

Parafestas Anastasios 3Y 77.63% CLEARLAKE CAPITAL GROUP, L.P. 3Y 1.24% Mink Brook Asset Management LLC 0.95% Skylands Capital, LLC 3Y 7Y 0.4% FORMULA GROWTH LTD 3Y 7Y 0.19% Hillsdale Investment Management Inc. 3Y 7Y 0.16% ADVISORY RESEARCH INC 3Y 7Y 0.12% CenterBook Partners LP 3Y 0.08% WASATCH ADVISORS LP 3Y 7Y 0.07% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.06%

FAQ About Blue Owl Capital Holdings LP and HLLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Owl Capital Holdings LP reported owning HLLY?

Blue Owl Capital Holdings LP reported HLLY across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HLLY position in Blue Owl Capital Holdings LP's portfolio?

The largest reported portfolio weight for HLLY was 4.74% in 2025 Q3.

What is the latest reported HLLY position on this page?

The most recent filing on this page is 2026 Q1, when Blue Owl Capital Holdings LP reported 4,236,888 shares, equal to 3.49% of portfolio, with an estimated market value of $13.0M.

What does the chart on this HLLY ownership page compare?

The chart compares Blue Owl Capital Holdings LP's quarterly HLLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Owl Capital Holdings LP time their HLLY position?

Based on 13F filing dates vs. subsequent HLLY price moves, Blue Owl Capital Holdings LP correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on HLLY relative to SPY over the holding period was -15.0%.

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