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Disclosery

May Hill Capital, LLC: TLH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of May Hill Capital, LLC on TLH, newest first. How the timeline and the estimate are built.

May Hill Capital, LLC held 22,705 TLH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,705 shares
    Change vs previous 13F -943 shares

    0.48% of the 13F portfolio, value $2,278,418.

    13F-HR 0001951757-26-001169 filed by May Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,648 shares
    Change vs previous 13F -885 shares

    0.6% of the 13F portfolio, value $2,381,796.

    13F-HR 0001951757-26-000778 filed by May Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 24,533 shares
    Change vs previous 13F -2,463 shares

    0.67% of the 13F portfolio, value $2,494,304.

    13F-HR/A 0001951757-26-000796 filed by May Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,996 shares
    Change vs previous 13F +9,978 shares

    0.81% of the 13F portfolio, value $2,780,308.

    13F-HR 0001951757-25-001346 filed by May Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,018 shares
    Change vs previous 13F +13,915 shares

    0.57% of the 13F portfolio, value $1,728,988.

    13F-HR 0001951757-25-001013 filed by May Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,103 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $321,936.

    13F-HR 0001951757-25-000481 filed by May Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).