Sage Rock Capital Management LP HRB β€” BLOCK H & R INC

Ownership history in Sage Rock Capital Management LP  Β·  3 quarters on record

AI Ownership Summary

Sage Rock Capital Management LP reported BLOCK H & R INC (HRB) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.62% in 2023 Q4. The latest visible filing shows HRB at 0.31% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Rock Capital Management LP's position in BLOCK H & R 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
2024 Q3

HRB was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2023 Q4

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 2024 Q3

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 Sage Rock Capital Management LP held HRB β€” position size vs. price
% of Fund (quarterly)    HRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 66.7% -17.4% βœ… 1,100 -2,200 -66.7% 0.31% $70K 2024-11-14 (Est.) $55.57
2023 Q4 REDUCED 25.0% +0.4% ❌ 3,300 -1,100 -25.0% 0.62% $160K 2024-02-14 $43.58
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sage Rock Capital Management LP and HRB

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

How long has Sage Rock Capital Management LP reported owning HRB?

Sage Rock Capital Management LP reported HRB across 2 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported HRB position in Sage Rock Capital Management LP's portfolio?

The largest reported portfolio weight for HRB was 0.62% in 2023 Q4.

What is the latest reported HRB position on this page?

The most recent filing on this page is 2024 Q3, when Sage Rock Capital Management LP reported 1,100 shares, equal to 0.31% of portfolio, with an estimated market value of $70K.

What does the chart on this HRB ownership page compare?

The chart compares Sage Rock Capital Management LP's quarterly HRB 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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