SEC 13F Intelligence

Carlson Capital, L.P. / HRB

Carlson Capital, L.P.’s Block H & R Inc Position

Does Carlson Capital, L.P. own Block H & R Inc (HRB)? Not currently — the last reported position was 3.54M shares worth $58M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$58M
Q3 2020
Shares
3.54M
% of Portfolio
+0.84%
Quarters Held
3
position exited

Position History HRB

Reported value by quarter
Q1 ’20: $9MQ1 ’20Q2 ’20: $25MQ2 ’20Q3 ’20: $58MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20203.54M$58M+0.84%
Q2 20201.78M$25M+0.70%
Q1 2020615.1K$9M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carlson Capital, L.P.’s full portfolio or all institutional holders of HRB.