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	Role	Shares	Max Price
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
Individual Insiders	4,077,475	3.35%
VC/PE Firms	51,852,310	42.5%
Institutions	65,939,973	54.1%

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

Top Shareholders

Top 25 shareholders own 94.36% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
35%	Sentinel Capital Partners, L.L.C.	41,556,961	US$114.7m	-4.03%	100.0%
12.9%	Kayne Anderson Rudnick Investment Management, LLC	15,306,890	US$42.2m	54.3%	0.09%
8.67%	MidOcean Partners LLP	10,295,349	US$28.4m	0%	100.0%
8.6%	Allspring Global Investments, LLC	10,209,265	US$28.2m	6.45%	0.04%
5.39%	Virtus Investment Advisers, Inc.	6,400,791	US$17.7m	2,760%	1.5%
2.89%	BlackRock, Inc.	3,435,507	US$9.5m	0.97%	no data
2.63%	The Vanguard Group, Inc.	3,123,523	US$8.6m	-0.52%	no data
2.53%	Baron Capital Group, Inc.	3,000,000	US$8.3m	-40%	0.02%
2.32%	Clearlake Capital Group, L.P.	2,750,000	US$7.6m	0%	0.6%
2.14%	Blue Owl Capital, Investment Arm	2,543,588	US$7.0m	0%	2.75%
1.95%	Matthew Stevenson	2,316,836	US$6.4m	0%	no data
0.96%	Skylands Capital, LLC	1,144,600	US$3.2m	1.85%	0.44%
0.96%	Geode Capital Management, LLC	1,137,811	US$3.1m	5.14%	no data
0.93%	State Street Global Advisors, Inc.	1,099,983	US$3.0m	-3.25%	no data
0.91%	Dimensional Fund Advisors LP	1,075,974	US$3.0m	10.4%	no data
0.87%	Atalaya Capital Management LP	1,035,698	US$2.9m	0%	5.66%
0.79%	Matthew Rubel	938,938	US$2.6m	0%	no data
0.68%	Bridgeway Capital Management, LLC	809,246	US$2.2m	55.9%	0.04%
0.66%	Wells Fargo & Company, Securities and Brokerage Investments	780,216	US$2.2m	-2.62%	no data
0.55%	Citadel Advisors LLC	649,061	US$1.8m	19.6%	no data
0.52%	Managed Account Advisors LLC	613,144	US$1.7m	4.49%	no data
0.38%	Renaissance Technologies LLC	454,657	US$1.3m	246%	no data
0.38%	Millennium Management LLC	451,779	US$1.2m	24.1%	no data
0.37%	Charles Schwab Investment Management, Inc.	443,469	US$1.2m	10.8%	no data
0.37%	Jackson National Asset Management, LLC	434,550	US$1.2m	-9.38%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 10:12
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/29
Annual Earnings	2023/12/31

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 here.

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 .

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
John Lawrence	Benchmark Company
Alexander Perry	BofA Global Research
Brian McNamara	Canaccord Genuity