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H&R Block shares owned by Portman Square Capital

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Portman Square Capital from 13F filings

Historical chart of Portman Square Capital investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Portman Square Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Portman Square Capital

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.1M 32k 35.25
2022-12-31 $5.5M 152k 36.51

More positions owned by Portman Square Capital

Shift4 Pmts Cl A Put Option (FOUR)
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Live Nation Entertainment (LYV)
Akamai Technologies Put Option (AKAM)
Middleby Corporation Put Option (MIDD)
Peabody Energy Put Option (BTU)
Peabody Engr Corp Note 3.250% 3/0 (Principal)
American Airls Put Option (AAL)
Seagate Technology Hldngs Pl Ord Shs Put Option (STX)
Western Digital (WDC)
Metropcs Communications Put Option (TMUS)
Meta Platforms Cl A Call Option (META)
Cleveland-cliffs Call Option (CLF)
Micron Technology Put Option (MU)
Advanced Micro Devices Call Option (AMD)

View all positions for Portman Square Capital

Top funds holding H&R Block

Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Wellington Management Company
Robeco Investment Management
Dimensional Fund Advisors
AQR Capital Management
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Norges Bank Investment Management
LSV Asset Management
Pacer Advisors
D. E. Shaw & Co
Citadel Advisors
NewEdge Wealth

View all funds holding H&R Block