What smart money is saying about Houlihan Lokey, Inc.
HLI
No fund has written a full thesis on Houlihan Lokey, Inc. in our archive, but 5 fund letters report a position in it — most recently Brown Advisory Mid-Cap Growth Strategy in September 2026.
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5
Reported positions
1
Bought
1
Sold
5
Letters
Position history
Between Q1 2026 and Q3 2026, 5 fund letters reported a position in Houlihan Lokey, Inc. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 3 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 5 positions · 2 moves
- New positionBrown Advisory Mid-Cap Growth StrategySeptember 2026
“With that capital, we initiated positions in Valmont Industries, Inc. (VMI), Houlihan Lokey, Inc. (HLI), Prosperity Bancshares, Inc. (PB), and four other investments profiled on the following page.”
Houlihan Lokey, Inc. - June 2026
“While opportunities will exist across every company we own, there are some notable examples that include Accenture (featured in our March shareholder letter), Booking Holdings (March letter), Schwab, Capital One (featured below), PNC, Huron Consulting (March letter), FTI Consulting (featured below), Lloyds, and Houlihan Lokey.”
Houlihan Lokey, Inc. - June 2026
“While opportunities will exist across every company we own, there are some notable examples that include Accenture (featured in our March shareholder letter), Booking Holdings (March letter), Schwab, Capital One (featured below), PNC, Huron Consulting (March letter), FTI Consulting (featured below), Lloyds, and Houlihan Lokey.”
Houlihan Lokey, Inc. - June 2026
“We sold Houlihan Lokey (HLI) following a deterioration in fundamental factors.”
Houlihan Lokey, Inc. - HoldsBaron Growth FundMarch 2026
“Top performing stocks owned less than 10 years Year Acquired Cumulative Return Since Date Acquired (%) Annualized Return Since Date Acquired (%) Kinsale Capital Group, Inc. 2016 1,192.3 31.6 Houlihan Lokey, Inc. 2017 312.1 18.3”
Houlihan Lokey, Inc.
Read the letters behind these Houlihan Lokey, Inc. positions
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