GHE, LLC HOBIX β€” HOLBROOK INCOME I

Ownership history in GHE, LLC  Β·  1 quarter on record

AI Ownership Summary

GHE, LLC reported HOLBROOK INCOME I (HOBIX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows HOBIX at 0.10% 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 HOBIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GHE, LLC's position in HOLBROOK INCOME I, 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

HOBIX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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.

How GHE, LLC held HOBIX β€” position size vs. price
% of Fund (quarterly)    HOBIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 18,500 β€” β€” 0.10% $250K 2026-05-04 $9.76

FAQ About GHE, LLC and HOBIX

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

How long has GHE, LLC reported owning HOBIX?

GHE, LLC reported HOBIX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported HOBIX position in GHE, LLC's portfolio?

The largest reported portfolio weight for HOBIX was 0.10% in 2026 Q1.

What is the latest reported HOBIX position on this page?

The most recent filing on this page is 2026 Q1, when GHE, LLC reported 18,500 shares, equal to 0.10% of portfolio, with an estimated market value of $250K.

What does the chart on this HOBIX ownership page compare?

The chart compares GHE, LLC's quarterly HOBIX 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.

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