Welcome to our dedicated page for Holley SEC filings (Ticker: HLLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Holley Inc. filings document formal disclosures for an automotive aftermarket performance company with NYSE-listed common stock and warrants. Recent Form 8-K reports furnish quarterly and annual financial results, operational highlights, outlook information, debt paydown activity, executive employment and separation matters, and registered securities details.
Proxy materials and annual-meeting reports cover board elections, auditor ratification, advisory executive-compensation votes, say-on-pay frequency, and amendments to the company’s 2021 Omnibus Incentive Plan. These filings also describe governance, board composition, executive compensation and stockholder voting procedures for Holley’s public-company structure.
Holley Inc. files its Annual Report on Form 10-K, explaining its role as a leading maker of high-performance automotive aftermarket parts for enthusiasts in the U.S., Canada, Europe and other markets. The company highlights its 65+ brand portfolio, omni-channel sales model and focus on innovation-led growth.
Holley reports spending an average of $23.7 million per year on research and development since 2020 and $14.7 million on marketing in 2025, using digital, direct-to-consumer and event-driven campaigns to build its enthusiast community. At December 31, 2025, it employed 1,407 full-time staff, emphasizing culture, talent development and safety.
The filing also summarizes extensive risk factors, including macroeconomic pressures, inflation, supply chain disruptions, competition, shifts toward electric vehicles and mobility services, cybersecurity threats, regulatory and environmental obligations, and a substantial debt load under a secured credit facility with financial covenants that could affect flexibility if breached.
Holley Inc. reported a strong turnaround for 2025, moving to net income of $19.2 million, or $0.16 per diluted share, from a net loss of $23.2 million the prior year. Full-year net sales rose 1.9% to $613.5 million, while Adjusted EBITDA increased to $124.0 million, a 20.2% margin.
In the fourth quarter, net sales grew 10.9% to $155.4 million and net income reached $6.3 million versus a large loss last year, supported by 13.5% growth in core business net sales. Holley generated full-year Free Cash Flow of $34.2 million and reduced its bank-adjusted leverage ratio to 3.75x. For 2026, the company guides net sales of $625–$655 million and Adjusted EBITDA of $127–$137 million.
Boston Partners has filed an amended Schedule 13G reporting beneficial ownership of 6,318,476 shares of Holley Inc. common stock, representing 5.24% of the class as of 12/31/2025. Boston Partners has sole power to vote and sole power to dispose of all of these shares, with no shared voting or dispositive authority.
The shares are held in discretionary accounts for certain clients of Boston Partners, which is organized in Delaware and classified as an investment adviser. Boston Partners states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Holley Inc., and it is not part of any group with respect to this holding.
Holley Inc. insider Matthew J. Stevenson, the company’s President and CEO and a director, reported an automatic share withholding tied to equity compensation. On 12/24/2025, 178,194 shares of common stock were withheld at a price of $4.24 per share to cover required tax withholding upon the vesting of 433,034 performance shares of common stock. After this transaction, Stevenson beneficially owns 2,901,835 shares of Holley Inc. common stock directly.
Holley Inc. announced an amendment to the employment agreement of its President and Chief Executive Officer, Matthew Stevenson. Effective January 1, 2026, his annual base salary will increase from $700,000 to $800,000, with the salary to be reviewed annually by the board or a board committee and potentially increased over time.
Starting in 2026, and subject to the company’s 2021 Omnibus Incentive Plan and compensation committee approval, Mr. Stevenson will also be eligible for annual equity-based incentive compensation equal to 3.5 times his then-current base salary, granted on the same date that similar awards are made to comparable executives.
Holley Inc. (HLLY) reported Q3 2025 results with net sales of $138,373 and gross profit of $59,839. Operating income was $15,867, while non‑operating expenses of $15,404 (driven by interest and fair‑value changes in warrants and earn‑out) led to a net loss of $806 and diluted EPS of $0.01 loss.
For the first nine months, sales were $458,078, operating income $62,724, and net income $12,874 with diluted EPS of $0.11. Cash from operations reached $40,067, funding capex of $9,953 and partial payment for a Cataclean North American perpetual license; Holley has paid $16,660 of the $23,800 price, with $7,140 accrued.
Long‑term debt stood at $528,856 (first‑lien term loan due 2028; weighted average rate 8.2%), and the company repaid $15,000 of principal at a discount year‑to‑date. Interest rate collars of $500,000 and $400,000 notional were in place; the collar liability was $4,331. Shares outstanding were 119,405,911 as of September 28, 2025; the company reported 120,509,897 shares outstanding as of November 4, 2025.
Holley Inc. (HLLY) furnished quarterly results via an 8-K under Item 2.02. The company announced financial results and operational highlights for the quarter ended September 28, 2025, and provided its full-year 2025 outlook in a press release furnished as Exhibit 99.1. The information is furnished, not filed, under the Exchange Act.
Holley’s securities include common stock (NYSE: HLLY) and publicly traded warrants (NYSE: HLLY WS), with each warrant exercisable for one share at an exercise price of $11.50 per share.
Holley Inc. received a Schedule 13G from Boston Partners reporting passive beneficial ownership of the company’s common stock. Boston Partners reported 7,639,936 shares beneficially owned, representing 6.34% of the class as of 09/30/2025.
The filer reported sole voting power: 7,639,936 shares and sole dispositive power: 7,639,936 shares, with no shared voting or dispositive power. Boston Partners indicated it is an investment adviser and certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Holley Inc. reported the paydown of $10 million on its first lien term loan facility, announced via a press release dated October 27, 2025 and furnished as an exhibit.
The update was disclosed to inform investors of the debt reduction and to provide access to the press release referenced in the filing.
Holley Inc. (HLLY) insiders sold 2,100,000 shares on 09/18/2025 via an underwriters' overallotment option. The shares were sold by Holley Parent Holdings, LLC (d/b/a Sentinel Holley), an entity controlled by Sentinel Capital Partners. The reported selling price was $2.63 per share, which the filing states equals the public price less underwriting discounts and commissions. The transaction did not create new shares and the issuer did not receive proceeds. After the sale, the reporting parties beneficially owned 24,654,834 shares on an indirect basis. The Form 4 was signed by an attorney-in-fact on 09/19/2025.
Holley Inc. (HLLY) insiders sold 2,100,000 shares on 09/18/2025 via an underwriters' overallotment option. The shares were sold by Holley Parent Holdings, LLC (d/b/a Sentinel Holley), an entity controlled by Sentinel Capital Partners. The reported selling price was $2.63 per share, which the filing states equals the public price less underwriting discounts and commissions. The transaction did not create new shares and the issuer did not receive proceeds. After the sale, the reporting parties beneficially owned 24,654,834 shares on an indirect basis. The Form 4 was signed by an attorney-in-fact on 09/19/2025.