Hara Capital LLC HYI — WESTERN ASSET HIGH YIELD DEF

Ownership history in Hara Capital LLC  ·  8 quarters on record

AI Ownership Summary

Hara Capital LLC reported WESTERN ASSET HIGH YIELD DEF (HYI) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.34% in 2024 Q2. The latest visible filing shows HYI at 0.06% 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 HYI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hara Capital LLC's position in WESTERN ASSET HIGH YIELD DEF, 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

HYI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

HYI stock page Hara Capital LLC fund profile Hara Capital LLC full holdings
How Hara Capital LLC held HYI — position size vs. price
% of Fund (quarterly)    HYI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,400 -71,023 -87.2% 0.06% $111K 2026-05-14 $10.61
2025 Q2 REDUCED 19.7% -0.6% ✅ 81,423 -19,980 -19.7% 0.60% $975K 2025-08-14 $11.03
2025 Q1 REDUCED 17.9% +3.7% ❌ 101,403 -22,043 -17.9% 0.81% $1.2M 2025-04-30 $10.46
2024 Q4 REDUCED — — — 123,446 -3,351 -2.6% 0.94% $1.5M 2025-01-31 $10.58
2024 Q3 REDUCED 29.8% -3.0% ✅ 126,797 -53,946 -29.8% 0.96% $1.6M 2024-10-31 $10.39
2024 Q2 ADDED — — — 180,743 +26,725 +17.4% 1.34% $2.1M 2024-07-29 $9.75
2024 Q1 ADDED — — — 154,018 +32,533 +26.8% 1.11% $1.8M 2024-04-26 $9.41
2023 Q4 INITIATED — — — 121,485 — — 1.03% $1.5M 2024-02-06 $9.59

🏢 Other funds also holding HYI

As of 2026 Q1 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 1.02% Uncommon Cents Investing LLC 3Y 7Y 0.73% TFB Advisors LLC 3Y 0.47% ABSOLUTE INVESTMENT ADVISERS, LLC 0.31% Logan Stone Capital, LLC 3Y 0.27% Everstar Asset Management, LLC 0.25% Quarry LP 3Y 0.19% E&G Advisors, LP 3Y 7Y 0.15% 1607 Capital Partners, LLC 3Y 7Y 0.15% MRA Advisory Group 3Y 0.06%

FAQ About Hara Capital LLC and HYI

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

How long has Hara Capital LLC reported owning HYI?

Hara Capital LLC reported HYI across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HYI position in Hara Capital LLC's portfolio?

The largest reported portfolio weight for HYI was 1.34% in 2024 Q2.

What is the latest reported HYI position on this page?

The most recent filing on this page is 2026 Q1, when Hara Capital LLC reported 10,400 shares, equal to 0.06% of portfolio, with an estimated market value of $111K.

What does the chart on this HYI ownership page compare?

The chart compares Hara Capital LLC's quarterly HYI 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 Hara Capital LLC time their HYI position?

Based on 13F filing dates vs. subsequent HYI price moves, Hara Capital LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on HYI relative to SPY over the holding period was -9.1%.

← Back to Hara Capital LLC Holdings