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Disclosery

Baron Capital: HLI position timeline

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

Baron Capital held 869,544 HLI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 869,544 shares
    Change vs previous 13F -191,859 shares

    0.18% of the 13F portfolio, value $116,631,937.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 1,061,403 shares
    Change vs previous 13F -62,548 shares

    0.46% of the 13F portfolio, value $152,438,699.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 1,123,951 shares
    Change vs previous 13F -6,239 shares

    0.53% of the 13F portfolio, value $195,781,025.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 1,130,190 shares
    Change vs previous 13F -15,953 shares

    0.62% of the 13F portfolio, value $232,050,611.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 1,146,143 shares
    Change vs previous 13F +1,964 shares

    0.56% of the 13F portfolio, value $206,248,433.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 1,144,179 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $184,784,908.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,144,179 shares
    Change vs previous 13F -500 shares

    0.51% of the 13F portfolio, value $198,698,125.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,144,679 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $180,882,176.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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