3 hedge funds and family offices disclose a HRB position in their latest SEC 13F filing — combined $58.1M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Li Lu | Himalaya Capital Management LLC | 1,626,906 | $51.6M | 1.61% | 2026-03-31 |
| 2 | Lee Ainslie | Maverick Capital Ltd | 114,426 | $5.0M | 0.05% | 2025-12-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 46,529 | $1.5M | 0.01% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold HRB. The largest disclosed position is Li Lu at $51.6M (1.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying HRB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a HRB position in their latest SEC 13F filing — combined $58.1M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Li Lu | Himalaya Capital Management LLC | 1,626,906 | $51.6M | 1.61% | 2026-03-31 |
| 2 | Lee Ainslie | Maverick Capital Ltd | 114,426 | $5.0M | 0.05% | 2025-12-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 46,529 | $1.5M | 0.01% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold HRB. The largest disclosed position is Li Lu at $51.6M (1.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying HRB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
