SEC 13F Intelligence

Rk Capital Management, LLC / HLIO

Rk Capital Management, LLC’s Helios Technologies Inc Position

Does Rk Capital Management, LLC own Helios Technologies Inc (HLIO)? Not currently — the last reported position was 102.9K shares worth $7M in Q2 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$7M
Q2 2023
Shares
102.9K
% of Portfolio
+1.46%
Quarters Held
13
position exited

Position History HLIO

Reported value by quarter
Q2 ’20: $6MQ2 ’20Q3 ’20: $6MQ4 ’20: $10MQ4 ’20Q1 ’21: $11MQ2 ’21: $13MQ2 ’21Q3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ2 ’22Q3 ’22: $6MQ4 ’22: $3MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023102.9K$7M+1.46%
Q1 202392.7K$6M+1.33%
Q4 202259.5K$3M+0.77%
Q3 2022120.9K$6M+1.57%
Q2 2022177.5K$12M+2.77%
Q1 2022174.9K$14M+2.76%
Q4 2021111.7K$12M+2.13%
Q3 2021128.4K$11M+2.00%
Q2 2021162.3K$13M+2.38%
Q1 2021146.8K$11M+2.13%
Q4 2020191.4K$10M+2.26%
Q3 2020156.4K$6M+1.61%
Q2 2020162.8K$6M+1.77%

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