HLLY Holley Inc. Common Stock
$3,17
Prezzo · Ago 19, 2026
Fondamentali al Ago 5, 2026
Intervallo 52 sett.
$2–$4
39% of range
Rating Analisti
BUY
15 analysts
Prezzo Obiettivo
$5
+45% upside
P/E (TTM)
19.8
ROE
4.3%
Margine di Profitto Netto
3.1%
HLLY Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$3.17
Capitalizzazione di Mercato
$379M
P/E (TTM)
19.8
EPS (TTM)
$0.16
Ricavi (TTM)
$614M
Rendimento div.
—
ROE
4.3%
D/E Debito/Patrimonio
1.2
Intervallo 52 sett.
$2 – $4
HLLY Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$614M
2019-12-31
→
2025-12-31
EPS
$0.16
2019-12-31
→
2025-12-31
Flusso di cassa libero
$34M
2021-12-31
→
2025-12-31
Margini
3.1%
2021-12-31
→
2025-12-31
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
HLLY
Mediana dei peer
P/E (TTM)
19.8
19.5
P/S (TTM)
0.6
0.6
P/B
0.8
1.2
EV / EBITDA
10.5
—
Price / FCF (Prezzo / FCF)
11.2
—
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
HLLY
Mediana dei peer
Gross Margin (Margine lordo)
43.4%
19.8%
Operating Margin (Margine Operativo)
13.4%
—
Net Profit Margin (Margine di Profitto Netto)
3.1%
0.65%
ROA
1.7%
-0.59%
ROE
4.3%
-4.8%
ROIC
5.7%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
HLLY
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
1.2
47.9
Current Ratio (Rapporto corrente)
2.7
2.2
Quick Ratio
0.3
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
HLLY
Mediana dei peer
Revenue YoY (Ricavi YoY)
1.9%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
-3.8%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
4.0%
—
EPS YoY
14.3%
—
Net Income YoY (Utile Netto YoY)
-74.0%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
HLLY
Mediana dei peer
HLLY Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
15 analisti
- Acquisto forte 4 26,7%
- Compra 8 53,3%
- Mantieni 3 20,0%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
7 analisti · 2026-08-17
Mediana
$4.25
Media
$4.58
← Sotto tutti i target
$3.17
Basso
$3.50
Alto
$7.00
Target mediano
$4.25
+34,3%
Target medio
$4.58
+44,7%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
-0.00%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.20 | $0.12 | 0.08% |
| 31 Marzo 2026 | $0.05 | $0.06 | -0.01% |
| 31 Dicembre 2025 | $0.04 | $0.08 | -0.04% |
| 30 Settembre 2025 | $0.03 | $0.05 | -0.02% |
| 30 Giugno 2025 | $0.09 | $0.10 | -0.01% |
| 31 Marzo 2025 | $0.02 | $0.05 | -0.03% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| HLLY | $494M | 25.8 | 1.9% | 3.1% | 4.3% | 43.4% |
| FOXF | $728M | -1.3 | 5.3% | -37.1% | -66.9% | 30.2% |
| SMP | — | 20.0 | 22.4% | 2.3% | 6.4% | 31.2% |
| KDK | — | — | — | — | — | — |
| SLDP | — | — | — | — | — | — |
| CPS | $579M | -142.7 | 0.37% | -0.15% | 4.0% | 11.9% |
| STRT | $246M | 13.3 | 5.1% | 3.3% | 8.8% | 15.0% |
| MPAA | $209M | 17.8 | 4.3% | 1.6% | 4.7% | 20.2% |
| SRI | $162M | -1.6 | -5.2% | -11.9% | -46.7% | — |
| SYPR | $56M | -8.7 | -14.5% | -5.3% | -33.9% | 7.8% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $614M | $602M | $660M | $688M | $693M | $504M | $369M | |
| Cost of Revenue | $347M | $364M | $404M | $435M | $406M | $296M | $220M | |
| Gross Profit | $266M | $239M | $256M | $254M | $287M | $208M | $149M | |
| R&D Expense | $19M | $19M | $24M | $29M | $28M | $23M | $21M | |
| SG&A Expense | $146M | $132M | $120M | $151M | $117M | $71M | $62M | |
| Operating Expenses | $184M | $224M | $162M | $203M | $209M | $123M | $103M | |
| Operating Income | $82M | $15M | $94M | $51M | $78M | $85M | $46M | |
| Interest Expense | · | · | $61M | $40M | $39M | $44M | $50M | |
| Other Non-op | $-54M | $-41M | $-66M | $28M | $-94M | $-44M | $50M | |
| Pretax Income | $29M | $-26M | $28M | $78M | $-17M | $42M | $-4M | |
| Income Tax | $9M | $-3M | $8M | $4M | $10M | $9M | $-5M | |
| Net Income | $19M | $-23M | $19M | $74M | $-27M | $33M | $561.0K | |
| EPS (Basic) | $0.16 | $-0.20 | $0.16 | $0.63 | $-0.30 | $0.49 | $0.01 | |
| EPS (Diluted) | $0.16 | $-0.20 | $0.16 | $0.14 | $-0.30 | $0.49 | $0.01 | |
| Shares (Basic) | 119,213,277 | 118,441,580 | 117,378,854 | 116,762,928 | 89,959,993 | 67,673,884 | · | |
| Shares (Diluted) | 120,043,170 | 118,441,580 | 118,510,800 | 117,248,296 | 89,959,993 | 67,673,884 | · | |
| EBITDA | $82M | $15M | $94M | $51M | $78M | · | · |
Stato Patrimoniale 28
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $37M | $56M | $41M | $26M | $36M | $72M | $8M | |
| Inventory | $206M | $193M | $192M | $234M | $185M | $134M | · | |
| Prepaid Expense | $15M | $13M | $16M | $18M | $19M | $5M | · | |
| Current Assets | $316M | $297M | $297M | $325M | $292M | $258M | · | |
| PP&E (Net) | $45M | $41M | $47M | $52M | $51M | $44M | · | |
| PP&E (Gross) | $98M | $88M | $94M | $90M | $82M | $63M | · | |
| Accum. Depreciation | $53M | $47M | $47M | $38M | $30M | $19M | · | |
| Goodwill | $372M | $372M | $419M | $418M | $411M | $359M | $298M | |
| Intangibles | $397M | $387M | $410M | $425M | $438M | $405M | · | |
| Other Non-current Assets | · | · | $0 | $0 | · | · | · | |
| Total Assets | $1.16B | $1.13B | $1.20B | $1.25B | $1.19B | $1.07B | · | |
| Accounts Payable | $60M | $45M | $44M | $45M | $46M | $35M | · | |
| Accrued Liabilities | $48M | $43M | $42M | $43M | $35M | $26M | · | |
| Current Liabilities | $115M | $95M | $94M | $101M | $92M | $82M | · | |
| Capital Leases | $29M | $32M | $25M | $25M | · | · | · | |
| Deferred Tax | $47M | $37M | $54M | $58M | $70M | $71M | · | |
| Other Non-current Liabilities | $33M | $32M | $26M | $25M | $1M | $2M | · | |
| Total Liabilities | $715M | $712M | $762M | $834M | $889M | $825M | · | |
| Long-term Debt | $523M | $553M | $584M | $651M | $646M | $655M | · | |
| Total Debt | $523M | $553M | $584M | $651M | $646M | · | · | |
| Common Stock | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $7.0K | · | |
| Paid-in Capital | $385M | $378M | $374M | $368M | $330M | $239M | · | |
| Retained Earnings | $64M | $45M | $68M | $49M | $-25M | $2M | · | |
| Treasury Stock | $0 | · | · | · | · | · | · | |
| AOCI | $120.0K | $-1M | $-710.0K | $-944.0K | $-256.0K | $-674.0K | · | |
| Stockholders' Equity | $449M | $421M | $441M | $416M | $304M | $240M | $205M | |
| Liabilities + Equity | $1.16B | $1.13B | $1.20B | $1.25B | $1.19B | $1.07B | · | |
| Shares Outstanding | 119,670,987 | 118,748,697 | 117,707,280 | 117,147,997 | 115,807,337 | 67,673,884 | · |
Flusso di cassa 12
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $9M | $-16M | $-5M | $-12M | $82.0K | $7M | $-11M | |
| Amort. of Intangibles | $14M | $14M | $15M | $15M | $14M | $11M | $10M | |
| Operating Cash Flow | $46M | $47M | $88M | $12M | $22M | $88M | $9M | |
| CapEx | $12M | $7M | $6M | $14M | $15M | $9M | $7M | |
| Investing Cash Flow | $-32M | $2M | $-4M | $-25M | $-134M | $-166M | $-14M | |
| Debt Issued | · | $0 | $0 | $37M | $655M | $205M | $0 | |
| Net Debt Issued | · | $0 | $0 | $37M | $630M | · | · | |
| Financing Cash Flow | $-33M | $-35M | $-69M | $3M | $77M | $141M | $2M | |
| Net Change in Cash | $-19M | $15M | $15M | $-10M | $-35M | $63M | · | |
| Taxes Paid | $10M | $11M | $16M | $7M | $11M | $3M | $4M | |
| Free Cash Flow | $34M | $40M | $82M | $-1M | $6M | · | · | |
| Levered FCF | · | · | $40M | $-39M | $-57M | · | · |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 43.4% | 39.6% | 38.8% | 36.9% | 41.4% | · | · | |
| Operating Margin | 13.4% | 2.4% | 14.2% | 7.4% | 11.2% | · | · | |
| Net Margin | 3.1% | -3.9% | 2.9% | 10.7% | -3.9% | · | · | |
| Pretax Margin | 4.7% | -4.4% | 4.2% | 11.4% | -2.4% | · | · | |
| EBITDA Margin | 13.4% | 2.4% | 14.2% | 7.4% | 11.2% | · | · | |
| ROA | 1.7% | -2.0% | 1.6% | 6.0% | -2.4% | · | · | |
| ROE | 4.3% | -5.3% | 4.4% | 17.7% | -8.7% | · | · | |
| ROIC | 5.7% | 1.3% | 6.4% | 4.5% | 13.2% | · | · |
Liquidità e Solvibilità 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.7 | 3.1 | 3.2 | 3.2 | 3.2 | · | · | |
| Quick Ratio | 0.3 | 0.6 | 0.4 | 0.3 | 0.4 | · | · | |
| Debt / Equity | 1.2 | 1.3 | 1.3 | 1.6 | 2.1 | · | · | |
| LT Debt / Equity | 1.1 | 1.3 | 1.3 | 1.5 | 2.1 | · | · | |
| Interest Coverage | · | · | 1.5 | 1.3 | 2.0 | · | · |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | · | · | |
| Inventory Turnover | 1.7 | 1.9 | 1.9 | 2.1 | 2.5 | · | · |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.9% | -8.7% | -4.2% | -0.64% | 37.4% | · | · | |
| Revenue CAGR 3Y | -3.8% | -4.6% | 9.4% | · | · | · | · | |
| Revenue CAGR 5Y | 4.0% | · | · | · | · | · | · | |
| EPS YoY | · | · | 14.3% | · | · | · | · | |
| EPS CAGR 3Y | 4.5% | · | -31.1% | · | · | · | · | |
| EPS CAGR 5Y | -20.1% | · | · | · | · | · | · | |
| Net Income YoY | · | · | -74.0% | · | · | · | · | |
| Net Income CAGR 3Y | -36.2% | · | -16.4% | · | · | · | · | |
| Net Income CAGR 5Y | -10.2% | · | · | · | · | · | · |
Valutazione (TTM) 13
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $614M | $602M | $660M | $688M | $693M | $504M | · | |
| Net Income TTM | $19M | $-23M | $19M | $74M | $-27M | $33M | · | |
| Market Cap | $494M | $359M | $573M | $248M | $1.50B | · | · | |
| Enterprise Value | $980M | $855M | $1.12B | $873M | $2.11B | · | · | |
| P/E | 25.8 | -15.1 | 30.4 | 15.1 | -43.3 | 20.4 | · | |
| P/S | 0.8 | 0.6 | 0.9 | 0.4 | 2.2 | · | · | |
| P/B | 1.1 | 0.9 | 1.3 | 0.6 | 4.9 | · | · | |
| P / Cash Flow | 10.7 | 7.6 | 6.5 | 20.2 | 69.7 | · | · | |
| P / FCF | 14.6 | 8.9 | 7.0 | -194.3 | 236.9 | · | · | |
| EV / EBITDA | 11.9 | 58.3 | 11.9 | 17.2 | 27.3 | · | · | |
| EV / FCF | 28.9 | 21.3 | 13.6 | -682.9 | 332.8 | · | · | |
| EV / Revenue | 1.6 | 1.4 | 1.7 | 1.3 | 3.1 | · | · | |
| Earnings Yield | 3.9% | -6.6% | 3.3% | 6.6% | -2.3% | 4.9% | · |
Conto Economico 17
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $172M | $147M | $155M | $138M | $167M | $153M | $140M | $134M | $169M | $159M | $156M | $175M | $172M | $154M | |
| Cost of Revenue | $101M | $87M | $83M | $79M | $97M | $89M | $76M | $82M | $99M | $107M | $95M | $106M | $104M | $107M | |
| Gross Profit | $71M | $61M | $73M | $60M | $70M | $64M | $64M | $52M | $70M | $52M | $60M | $70M | $68M | $47M | |
| R&D Expense | $4M | $4M | $5M | $5M | $5M | $4M | $5M | $5M | $4M | $5M | $5M | $6M | $7M | $7M | |
| SG&A Expense | $40M | $35M | $43M | $33M | $33M | $37M | $34M | $30M | $35M | $33M | $32M | $29M | $30M | $48M | |
| Operating Expenses | $68M | $43M | $53M | $44M | $42M | $45M | $93M | $47M | $42M | $42M | $41M | $40M | $42M | $61M | |
| Operating Income | $3M | $18M | $20M | $16M | $28M | $19M | $-29M | $6M | $28M | $10M | $19M | $30M | $26M | $-14M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $10M | $18M | · | |
| Other Non-op | $-6M | $-8M | $-10M | $-15M | $-13M | $-15M | $-12M | $-13M | $-9M | $-7M | $-17M | $-13M | $-20M | $-6M | |
| Pretax Income | $-4M | $9M | $10M | $463.0K | $14M | $4M | $-40M | $-8M | $19M | $3M | $2M | $17M | $6M | $-20M | |
| Income Tax | $-1M | $2M | $4M | $1M | $4M | $1M | $-3M | $-1M | $2M | $-891.0K | $643.0K | $4M | $2M | $-4M | |
| Net Income | $-2M | $7M | $6M | $-806.0K | $11M | $3M | $-38M | $-6M | $17M | $4M | $1M | $13M | $4M | $-15M | |
| EPS (Basic) | $-0.02 | $0.06 | $0.06 | $-0.01 | $0.09 | $0.02 | $-0.32 | $-0.05 | $0.14 | $0.03 | $0.01 | $0.11 | $0.04 | $-0.13 | |
| EPS (Diluted) | $-0.02 | $0.06 | $0.06 | $-0.01 | $0.09 | $0.02 | $-0.32 | $-0.05 | $0.14 | $0.03 | $0.01 | $0.11 | $0.04 | $-0.18 | |
| Shares (Basic) | 120,284,587 | 119,806,586 | -238,201,016 | 119,405,911 | 119,162,895 | 118,845,487 | -236,594,746 | 118,694,139 | 118,470,358 | 117,871,829 | 121,895 | 117,221,419 | 117,153,525 | 126,022 | |
| Shares (Diluted) | 120,284,587 | 122,004,920 | -238,712,583 | 119,405,911 | 119,790,625 | 119,559,217 | -239,019,125 | 118,694,139 | 119,261,236 | 119,505,330 | 391,299 | 117,868,922 | 117,244,762 | -25,317 | |
| EBITDA | $3M | $18M | · | $16M | $28M | $19M | · | $6M | $28M | $10M | · | $30M | $26M | · |
Stato Patrimoniale 28
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $69M | $33M | $37M | $51M | $64M | $39M | $56M | $51M | $53M | $41M | $41M | $43M | $21M | · | |
| Inventory | $180M | $211M | $206M | $196M | $181M | $189M | $193M | $179M | $174M | $184M | $192M | $218M | $229M | · | |
| Prepaid Expense | $17M | $15M | $15M | $20M | $8M | $9M | $13M | $16M | $16M | $16M | $16M | $16M | $18M | · | |
| Current Assets | $331M | $318M | $316M | $316M | $303M | $288M | $297M | $299M | $301M | $290M | $297M | $333M | $324M | · | |
| PP&E (Net) | $50M | $46M | $45M | $44M | $45M | $42M | $41M | $43M | $43M | $46M | $47M | $50M | $51M | · | |
| PP&E (Gross) | $108M | $102M | $98M | $96M | $97M | $87M | $88M | $94M | $95M | $95M | $94M | $92M | $91M | · | |
| Accum. Depreciation | $58M | $56M | $53M | $52M | $53M | $45M | $47M | $51M | $52M | $49M | $47M | $42M | $40M | · | |
| Goodwill | $371M | $375M | $372M | $372M | $372M | $372M | $372M | $413M | $419M | $419M | $419M | $419M | $418M | · | |
| Intangibles | $370M | $397M | $397M | $400M | $404M | $407M | $387M | $399M | $403M | $407M | $410M | $418M | $421M | · | |
| Other Non-current Assets | · | · | · | · | · | · | · | · | $1M | $1M | · | $2M | · | · | |
| Total Assets | $1.16B | $1.18B | $1.16B | $1.17B | $1.16B | $1.14B | $1.13B | $1.18B | $1.20B | $1.19B | $1.20B | $1.25B | $1.24B | · | |
| Accounts Payable | $56M | $51M | $60M | $51M | $44M | $38M | $45M | $53M | $59M | $50M | $44M | $44M | $37M | · | |
| Accrued Liabilities | $41M | $39M | $48M | $52M | $52M | $56M | $43M | $41M | $41M | $44M | $42M | $47M | $46M | · | |
| Current Liabilities | $108M | $100M | $115M | $114M | $104M | $101M | $95M | $102M | $108M | $102M | $94M | $103M | $96M | · | |
| Capital Leases | $36M | $38M | $29M | $28M | $30M | $31M | $32M | $28M | $26M | $25M | $25M | $25M | $24M | · | |
| Deferred Tax | $47M | $48M | $47M | $44M | $36M | $37M | $37M | $45M | $49M | $52M | $54M | $48M | $56M | · | |
| Other Non-current Liabilities | $38M | $41M | $33M | $33M | $36M | $36M | $32M | $28M | $26M | $25M | $26M | $25M | $27M | · | |
| Total Liabilities | $713M | $723M | $715M | $725M | $720M | $720M | $712M | $725M | $735M | $747M | $762M | $815M | $822M | · | |
| Long-term Debt | $527M | $537M | $523M | $536M | $550M | $551M | $553M | $556M | $556M | $568M | $584M | $636M | $643M | · | |
| Total Debt | $527M | $537M | · | $536M | $550M | $551M | · | $556M | $556M | $568M | · | · | · | · | |
| Common Stock | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | · | |
| Paid-in Capital | $386M | $386M | $385M | $382M | $380M | $378M | $378M | $377M | $375M | $374M | $374M | $370M | $368M | · | |
| Retained Earnings | $69M | $71M | $64M | $58M | $58M | $48M | $45M | $83M | $89M | $72M | $68M | $66M | $53M | · | |
| Treasury Stock | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-3M | $-836.0K | $120.0K | $174.0K | $-208.0K | $-1M | $-1M | $-466.0K | $-852.0K | $-896.0K | $-710.0K | $-871.0K | $-1M | · | |
| Stockholders' Equity | $450M | $456M | $449M | $440M | $438M | $425M | $421M | $459M | $463M | $445M | $441M | $435M | $420M | $416M | |
| Liabilities + Equity | $1.16B | $1.18B | $1.16B | $1.17B | $1.16B | $1.14B | $1.13B | $1.18B | $1.20B | $1.19B | $1.20B | $1.25B | $1.24B | · | |
| Shares Outstanding | 120,140,393 | 119,969,661 | 119,670,987 | 119,405,911 | 119,405,911 | 119,082,657 | 118,748,697 | 118,703,283 | 118,683,472 | 118,311,341 | 117,707,280 | 117,249,854 | 117,172,216 | · |
Flusso di cassa 12
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | $-7M | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $47M | $-3M | $6M | $7M | $40M | $-8M | $4M | $-2M | $26M | $19M | $31M | · | $4M | $148.0K | |
| CapEx | $6M | $3M | $2M | $2M | $5M | $3M | $2M | $2M | $1M | $1M | $2M | · | $1M | $2M | |
| Investing Cash Flow | $4M | $-10M | $-6M | $-6M | $-13M | $-8M | $5M | $-311.0K | $-1M | $-1M | $-1M | · | $-683.0K | $312.0K | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | · | · | $10M | |
| Net Debt Issued | · | $0 | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-15M | $9M | $-13M | $-15M | $-2M | $-2M | $-4M | $-272.0K | $-12M | $-18M | $-26M | · | $-8M | $8M | |
| Net Change in Cash | $36M | $-4M | $-13M | $-13M | $25M | $-17M | $5M | $-2M | $12M | $46.0K | $4M | · | $-5M | $10M | |
| Taxes Paid | $407M | $14.0K | $2M | $3M | $5M | $0 | $4M | $1M | $6M | $0 | $0 | · | $2M | $0 | |
| Free Cash Flow | · | $-6M | · | · | · | $-11M | · | · | · | $18M | · | · | $3M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $3M | · | · | $-11M | · |
Redditività 8
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.0% | 41.2% | · | 43.2% | 41.7% | 41.9% | · | 39.0% | 41.5% | 32.8% | · | 39.8% | 39.3% | · | |
| Operating Margin | 1.6% | 11.9% | · | 11.5% | 16.5% | 12.6% | · | 4.2% | 16.4% | 6.4% | · | 17.1% | 15.1% | · | |
| Net Margin | -1.4% | 4.9% | · | -0.58% | 6.5% | 1.8% | · | -4.7% | 10.1% | 2.4% | · | 7.4% | 2.5% | · | |
| Pretax Margin | -2.1% | 6.2% | · | 0.33% | 8.6% | 2.5% | · | -5.8% | 11.3% | 1.8% | · | 9.7% | 3.4% | · | |
| EBITDA Margin | 1.6% | 11.9% | · | 11.5% | 16.5% | 12.6% | · | 4.2% | 16.4% | 6.4% | · | 17.1% | 15.1% | · | |
| ROA | -0.21% | 0.62% | · | -0.07% | 0.92% | 0.24% | · | -0.52% | 1.4% | 0.31% | · | · | · | · | |
| ROE | -0.55% | 1.7% | · | -0.18% | 2.4% | 0.65% | · | -1.4% | 3.8% | 0.86% | · | · | · | · | |
| ROIC | 0.19% | 1.4% | · | -2.8% | 2.1% | 1.4% | · | 0.44% | 2.4% | 1.3% | · | · | · | · |
Liquidità e Solvibilità 5
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.1 | 3.2 | · | 2.8 | 2.9 | 2.9 | · | 2.9 | 2.8 | 2.8 | · | · | · | · | |
| Quick Ratio | 0.6 | 0.3 | · | 0.4 | 0.6 | 0.4 | · | 0.5 | 0.5 | 0.4 | · | · | · | · | |
| Debt / Equity | 1.2 | 1.2 | · | 1.2 | 1.3 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | · | · | · | |
| LT Debt / Equity | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 0.9 | · | 3.0 | 1.4 | · |
Efficienza 2
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | · | · | |
| Inventory Turnover | 0.6 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | · | · | · |
Valutazione (TTM) 13
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $624M | $605M | · | $592M | $623M | $615M | · | $619M | $660M | $663M | · | $682M | $706M | · | |
| Net Income TTM | $15M | $20M | · | $7M | $1M | $7M | · | $15M | $35M | $30M | · | $89M | $93M | · | |
| Market Cap | $304M | $349M | · | $388M | $247M | $313M | · | $360M | $425M | $528M | · | · | · | · | |
| Enterprise Value | $762M | $853M | · | $873M | $733M | $825M | · | $865M | $928M | $1.05B | · | · | · | · | |
| P/E | 21.1 | 18.2 | · | 65.0 | 10.3 | 18.8 | · | 23.3 | 12.3 | 23.5 | · | 5.3 | 3.4 | · | |
| P/S | 0.5 | 0.6 | · | 0.7 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.8 | · | · | · | · | |
| P/B | 0.7 | 0.8 | · | 0.9 | 0.6 | 0.7 | · | 0.8 | 0.9 | 1.2 | · | · | · | · | |
| P / Cash Flow | · | -122.2 | · | · | · | -39.9 | · | · | · | 28.0 | · | · | · | · | |
| P / FCF | · | -55.2 | · | · | · | -28.9 | · | · | · | 30.0 | · | · | · | · | |
| EV / EBITDA | 275.5 | 48.7 | · | 55.0 | 26.7 | 42.7 | · | 155.5 | 33.3 | 103.3 | · | · | · | · | |
| EV / FCF | · | -134.9 | · | · | · | -76.2 | · | · | · | 60.0 | · | · | · | · | |
| EV / Revenue | 1.2 | 1.4 | · | 1.5 | 1.2 | 1.3 | · | 1.4 | 1.4 | 1.6 | · | · | · | · | |
| Earnings Yield | 4.7% | 5.5% | · | 1.5% | 9.7% | 5.3% | · | 4.3% | 8.1% | 4.3% | · | 18.8% | 29.6% | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $614M | $602M | $660M | $688M | $693M |
| Margine Lordo % | 43.4% | 39.6% | 38.8% | 36.9% | 41.4% |
| Margine Operativo % | 13.4% | 2.4% | 14.2% | 7.4% | 11.2% |
| Utile netto | $19M | $-23M | $19M | $74M | $-27M |
| EPS Diluito | $0.16 | $-0.20 | $0.16 | $0.14 | $-0.30 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 1.2 | 1.3 | 1.3 | 1.6 | 2.1 |
| Rapporto corrente | 2.7 | 3.1 | 3.2 | 3.2 | 3.2 |
| Quick Ratio | 0.3 | 0.6 | 0.4 | 0.3 | 0.4 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $34M | $40M | $82M | $-1M | $6M |
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Proprietari istituzionali (13F) 140 filer · $123.8M totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 27 (+7 vs trimestre precedente) | 25 (+3 vs trimestre precedente) | 36 (-18 vs trimestre precedente) | 46 (+13 vs trimestre precedente) | -1.3M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| Boston Partners | $17.343.609 | 6.800.470 | 14,01% | Azioni |
| Blue Owl Capital Holdings LP | $11.161.064 | 4.376.888 | 9,01% | Azioni |
| WASATCH ADVISORS LP | $11.106.591 | 3.617.782 | 8,97% | Azioni |
| BAMCO INC /NY/ | $8.287.500 | 3.250.000 | 6,69% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.035.101 | 3.151.020 | 6,49% | Azioni |
| CLEARLAKE CAPITAL GROUP, L.P. | $7.012.500 | 2.750.000 | 5,66% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $6.967.314 | 2.732.280 | 5,63% | Azioni |
| Hillsdale Investment Management Inc. | $5.154.471 | 2.021.361 | 4,16% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $3.835.857 | 1.503.917 | 3,10% | Azioni |
| STATE STREET CORP | $3.698.630 | 1.450.443 | 2,99% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.361.530 | 1.318.247 | 2,71% | Azioni |
| Skylands Capital, LLC | $2.728.064 | 1.069.829 | 2,20% | Azioni |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.538.056 | 995.316 | 2,05% | Azioni |
| D. E. Shaw & Co., Inc. | $2.429.181 | 952.620 | 1,96% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.394.144 | 938.880 | 1,93% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $2.264.930 | 888.208 | 1,83% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $1.905.870 | 747.400 | 1,54% | Azioni |
| VANGUARD GROUP INC | $1.586.634 | 384.173 | 1,28% | Azioni |
| PANAGORA ASSET MANAGEMENT INC | $1.535.100 | 602.000 | 1,24% | Azioni |
| Empowered Funds, LLC | $1.499.441 | 588.016 | 1,21% | Azioni |
| Mink Brook Asset Management LLC | $1.406.932 | 551.738 | 1,14% | Azioni |
| Russell Investments Group, Ltd. | $1.311.788 | 514.427 | 1,06% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.292.264 | 506.770 | 1,04% | Azioni |
| First Eagle Investment Management, LLC | $1.162.282 | 455.797 | 0,94% | Azioni |
| NORGES BANK | $1.051.875 | 412.500 | 0,85% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $1.041.208 | 408.317 | 0,84% | Azioni |
| Qube Research & Technologies Ltd | $1.024.715 | 401.849 | 0,83% | Azioni |
| Vanguard Global Advisers, LLC | $869.213 | 340.868 | 0,70% | Azioni |
| TWO SIGMA ADVISERS, LP | $771.071 | 186.700 | 0,62% | Azioni |
| Penn Capital Management Company, LLC | $628.218 | 246.360 | 0,51% | Azioni |
| GOLDMAN SACHS GROUP INC | $627.410 | 246.043 | 0,51% | Azioni |
| ADVISORY RESEARCH INC | $614.320 | 240.910 | 0,50% | Azioni |
| ExodusPoint Capital Management, LP | $517.074 | 202.774 | 0,42% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $358.882 | 140.738 | 0,29% | Azioni |
| MORGAN STANLEY | $358.234 | 140.484 | 0,29% | Azioni |
| Bank of New York Mellon Corp | $347.356 | 136.218 | 0,28% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $338.640 | 132.800 | 0,27% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $307.597 | 120.626 | 0,25% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $266.752 | 86.890 | 0,22% | Azioni |
| RHUMBLINE ADVISERS | $238.055 | 93.357 | 0,19% | Azioni |
| Western Standard LLC | $236.885 | 92.896 | 0,19% | Azioni |
| CITADEL ADVISORS LLC | $219.660 | 86.141 | 0,18% | Azioni |
| Cubist Systematic Strategies, LLC | $204.213 | 65.036 | 0,16% | Azioni |
| UBS Group AG | $202.065 | 79.241 | 0,16% | Azioni |
| DEUTSCHE BANK AG\ | $194.483 | 76.268 | 0,16% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $181.183 | 71.052 | 0,15% | Azioni |
| XTX Topco Ltd | $181.096 | 71.018 | 0,15% | Azioni |
| Engineers Gate Manager LP | $178.949 | 70.176 | 0,14% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $177.990 | 69.800 | 0,14% | Azioni |
| WELLS FARGO & COMPANY/MN | $166.943 | 65.468 | 0,13% | Azioni |
| AMERIPRISE FINANCIAL INC | $163.842 | 64.252 | 0,13% | Azioni |
| BANK OF AMERICA CORP /DE/ | $148.152 | 58.099 | 0,12% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $140.929 | 55.266 | 0,11% | Azioni |
| BLAIR WILLIAM & CO/IL | $133.449 | 52.333 | 0,11% | Azioni |
| MetLife Investment Management, LLC | $127.018 | 49.811 | 0,10% | Azioni |
| EntryPoint Capital, LLC | $123.864 | 48.574 | 0,10% | Azioni |
| DIVERSIFIED TRUST CO | $98.251 | 38.530 | 0,08% | Azioni |
| R Squared Ltd | $93.804 | 36.786 | 0,08% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $91.787 | 35.995 | 0,07% | Azioni |
| CITIGROUP INC | $90.194 | 35.370 | 0,07% | Azioni |
| CWM, LLC | $80.311 | 26.160 | 0,06% | Azioni |
| Invesco Ltd. | $78.109 | 30.631 | 0,06% | Azioni |
| Focus Partners Wealth | $76.049 | 29.823 | 0,06% | Azioni |
| Centiva Capital, LP | $68.995 | 27.057 | 0,06% | Azioni |
| CAPTRUST FINANCIAL ADVISORS | $65.466 | 25.673 | 0,05% | Azioni |
| BlackRock, Inc. | $64.489 | 25.290 | 0,05% | Azioni |
| BOOTHBAY FUND MANAGEMENT, LLC | $63.314 | 24.829 | 0,05% | Azioni |
| MARSHALL WACE, LLP | $59.979 | 23.521 | 0,05% | Azioni |
| NISA INVESTMENT ADVISORS, LLC | $59.731 | 23.424 | 0,05% | Azioni |
| Police & Firemen's Retirement System of New Jersey | $52.418 | 20.556 | 0,04% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51.635 | 20.249 | 0,04% | Azioni |
| INTECH INVESTMENT MANAGEMENT LLC | $47.988 | 18.819 | 0,04% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $42.292 | 16.585 | 0,03% | Azioni |
| Vanguard Personalized Indexing Management, LLC | $31.679 | 12.423 | 0,03% | Azioni |
| M&T Bank Corp | $30.498 | 11.960 | 0,02% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.917 | 11.732 | 0,02% | Azioni |
| PRUDENTIAL FINANCIAL INC | $29.147 | 11.430 | 0,02% | Azioni |
| NORTHERN TRUST CORP | $28.797 | 11.293 | 0,02% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $26.635 | 10.445 | 0,02% | Azioni |
| ProShare Advisors LLC | $26.107 | 10.238 | 0,02% | Azioni |
| US BANCORP \DE\ | $24.021 | 9.420 | 0,02% | Azioni |
| BARCLAYS PLC | $23.291 | 9.134 | 0,02% | Azioni |
| Creative Planning | $19.138 | 7.505 | 0,02% | Azioni |
| Nuveen Asset Management, LLC | $18.229 | 6.036 | 0,01% | Azioni |
| Legal & General Group Plc | $17.429 | 6.835 | 0,01% | Azioni |
| Nuveen, LLC | $15.392 | 6.036 | 0,01% | Azioni |
| Tower Research Capital LLC (TRC) | $13.793 | 5.409 | 0,01% | Azioni |
| Ameritas Investment Partners, Inc. | $13.201 | 5.177 | 0,01% | Azioni |
| Bogart Wealth, LLC | $12.750 | 5.000 | 0,01% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12.694 | 4.135 | 0,01% | Azioni |
| FMR LLC | $12.459 | 4.886 | 0,01% | Azioni |
| Allspring Global Investments Holdings, LLC | $12.226 | 4.990 | 0,01% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $9.675 | 3.794 | 0,01% | Azioni |
| SUMMIT SECURITIES GROUP LLC | $8.639 | 3.388 | 0,01% | Azioni |
| HARBOUR INVESTMENTS, INC. | $7.650 | 3.000 | 0,01% | Azioni |
| Aquatic Capital Management LLC | $7.143 | 2.801 | 0,01% | Azioni |
| Pinnacle Wealth Planning Services, Inc. | $6.115 | 2.398 | 0,00% | Azioni |
| ROYAL BANK OF CANADA | $6.000 | 2.347 | 0,00% | Azioni |
| Integrated Wealth Concepts LLC | $3.966 | 1.555 | 0,00% | Azioni |
| HUNTINGTON NATIONAL BANK | $3.710 | 1.455 | 0,00% | Azioni |
Insider aziendali 18 insider · 9 dirigenti · 8 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Thomas W Tomlinson | Chief Executive Officer | 15 Febbraio 2022 A | 284.459 | 0 | 0 | $0 |
| Dominic Bardos | Chief Financial Officer | 15 Febbraio 2022 A | 167.471 | 0 | 0 | $0 |
| Carly Kennedy | EVP & General Counsel | 06 Maggio 2022 A | 12.923 | 0 | 0 | $0 |
| Patrick Lee Pierce | Chief Human Resources Officer | 15 Febbraio 2022 A | 17.736 | 0 | 0 | $0 |
| Jason Richard Bruce | VP Business Development | 15 Febbraio 2022 A | 28.519 | 0 | 0 | $0 |
| Sean Crawford | Chief Marketing Officer | 15 Febbraio 2022 A | 60.803 | 0 | 0 | $0 |
| Terrill M Rutledge | Chief Information Officer | 15 Febbraio 2022 A | 48.616 | 0 | 0 | $0 |
| Stephen Trussell | VP Finance | 15 Febbraio 2022 A | 31.180 | 0 | 0 | $0 |
| Vinod Nimmagadda | EVP Corp. Dev. & New Ventures | 15 Febbraio 2022 A | 71.921 | 0 | 0 | $0 |
| Anita Sehgal | Direttore | 11 Maggio 2022 A | 9.320 | 0 | 0 | $0 |
| James D. Coady | Direttore | 11 Maggio 2022 A | 26.320 | 0 | 0 | $0 |
| Owen Basham | Direttore | 11 Maggio 2022 A | 26.320 | 0 | 0 | $0 |
| Michelle J. Gloeckler | Direttore | 11 Maggio 2022 A | 26.320 | 0 | 0 | $0 |
| Ginger M Jones | Direttore | 11 Maggio 2022 A | 26.320 | 0 | 0 | $0 |
| Matthew E Rubel | Direttore | 11 Maggio 2022 A | 26.320 | 0 | 0 | $0 |
| Gina L Bianchini | Direttore | 23 Settembre 2021 A | 17.000 | 0 | 0 | $0 |
| Jesse Weaver | — | 12 Agosto 2026 F | 661.695 | 0 | 0 | $0 |
| Matthew Stevenson | — | 12 Agosto 2026 F | 3.124.324 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 2 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| David S. Lobel, Holley Parent Holdings, LLC, Sentinel Partners V, L.P., Sentinel Managing Company V, Inc., Sentinel Capital Partners V, L.P., Sentinel Capital Partners V-A, L.P., Sentinel Capital Investors V, L.P. ×9 depositi | 19 Settembre 2025 | 20,50% | Modifica | — | SEC |
| MidOcean Partners V, L.P. (2), MidOcean Partners V Executive, L.P. (2), Empower Sponsor Holdings LLC (2), MidOcean Associates V, L.P. (2), Ultramar Capital, Ltd. (2), James Edward Virtue (2) ×2 depositi | 08 Agosto 2022 | — | Deposito iniziale | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Proprietà ETF Posseduti da 29 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| IWC · iShares Trust | 0,05% | 267.578 SH | 08 Agosto 2026 | Giornaliero |
| EBIT · Harbor ETF Trust | 0,04% | 1.485 NS | 30 Aprile 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 824.523 SH | 08 Agosto 2026 | Giornaliero |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 114.989 NS | 31 Maggio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 449.204 SH | 08 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 67.159 SH | 08 Agosto 2026 | Giornaliero |
| VCR · VANGUARD WORLD FUND | 0,01% | 307.361 SH | 08 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,01% | 395.412 NS | 30 Aprile 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 84.129 SH | 08 Agosto 2026 | Giornaliero |
| DFSV · Dimensional ETF Trust | 0,01% | 196.785 NS | 30 Aprile 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 2.197.089 SH | 08 Agosto 2026 | Giornaliero |
| RSSL · Global X Funds | 0,01% | 33.682 NS | 30 Aprile 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 6.582 NS | 30 Aprile 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 3.595 NS | 31 Maggio 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 268.700 NS | 31 Maggio 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 2.812 NS | 31 Maggio 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 2.842 NS | 31 Maggio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 10.000 NS | 30 Aprile 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 71 NS | 31 Maggio 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1.971 NS | 31 Maggio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 19.714 NS | 30 Aprile 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 652 NS | 31 Maggio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 7.815 NS | 30 Aprile 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 10.245 NS | 30 Aprile 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 37.361 NS | 31 Maggio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 18.100 NS | 30 Aprile 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 656.158 SH | 08 Agosto 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2.417.721 SH | 08 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 6.659 SH | 08 Agosto 2026 | Giornaliero |