Holley Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:HLLY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Mar 25	SellUS$1,981,254	Sentinel Capital Partners, L.L.C.	Company	802,127	US$2.47
16 Dec 24	SellUS$5,230,068	Sentinel Capital Partners, L.L.C.	Company	1,743,356	US$3.00
12 Jun 24	BuyUS$49,131	Matthew Rubel	Individual	14,493	US$3.39

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLLY?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	14,420	0.0121%
Individual Insiders	5,004,797	4.21%
General Public	7,188,815	6.05%
VC/PE Firms	51,050,183	42.9%
Institutions	55,606,971	46.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 85.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
34.3%	Sentinel Capital Partners, L.L.C.	40,754,834	US$80.7m	-1.93%	100.0%
8.66%	MidOcean Partners LLP	10,295,349	US$20.4m	0%	100.0%
8.55%	Allspring Global Investments, LLC	10,167,850	US$20.1m	-0.41%	0.03%
7.17%	Kayne Anderson Rudnick Investment Management, LLC	8,525,657	US$16.9m	-4.27%	0.04%
3.37%	Baron Capital Group, Inc.	4,000,000	US$7.9m	33.3%	0.02%
2.73%	BlackRock, Inc.	3,241,584	US$6.4m	-5.64%	no data
2.61%	The Vanguard Group, Inc.	3,097,498	US$6.1m	-0.83%	no data
2.52%	Blue Owl Capital, Investment Arm	2,990,294	US$5.9m	17.6%	3.86%
2.31%	Clearlake Capital Group, L.P.	2,750,000	US$5.4m	0%	0.6%
1.95%	Matthew Stevenson	2,316,836	US$4.6m	0%	no data
1.32%	Boston Partners Global Investors, Inc.	1,571,304	US$3.1m	0%	no data
1.01%	Matthew Rubel	1,201,437	US$2.4m	28%	no data
1%	Skylands Capital, LLC	1,193,983	US$2.4m	4.31%	0.39%
0.99%	Dimensional Fund Advisors LP	1,180,045	US$2.3m	9.67%	no data
0.98%	Geode Capital Management, LLC	1,159,335	US$2.3m	1.89%	no data
0.95%	Roubaix Capital, LLC	1,127,717	US$2.2m	0%	1.52%
0.93%	State Street Global Advisors, Inc.	1,108,119	US$2.2m	0.74%	no data
0.81%	Managed Account Advisors LLC	960,087	US$1.9m	56.6%	no data
0.7%	Bridgeway Capital Management, LLC	835,156	US$1.7m	3.2%	0.03%
0.69%	Russell Investment Management, LLC	819,136	US$1.6m	12,700%	no data
0.6%	Wells Fargo & Company, Securities and Brokerage Investments	714,657	US$1.4m	-8.4%	no data
0.46%	Mink Brook Asset Management LLC	551,738	US$1.1m	0%	1.25%
0.41%	Highwood Investing LLCGraham Clempson	492,128	US$974.4k	280%	no data
0.38%	Northern Trust Global Investments	449,282	US$889.6k	5.38%	no data
0.35%	SEI Investments Company	416,011	US$823.7k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/22 22:38
End of Day Share Price	2025/04/22 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Holley Inc. is covered by 11 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Albanese	Benchmark Company
John Lawrence	Benchmark Company
Alexander Perry	BofA Global Research