Boston Partners (HLLY) discloses 5.8% beneficial stake in Holley Inc.
Rhea-AI Filing Summary
Boston Partners reports beneficial ownership of Holley Inc. common stock on a Schedule 13G/A. As of June 30, 2026, Boston Partners is deemed to beneficially own 6,981,474 shares of Holley Inc. common stock, representing 5.8% of the class.
Boston Partners has sole voting power and sole dispositive power over all 6,981,474 shares, with no shared voting or dispositive power. The shares are held in discretionary accounts for certain clients, and Boston Partners may be deemed a beneficial owner under Rule 13d-3. To its knowledge, no person has rights to dividends or sale proceeds relating to more than 5% of this class.
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Key Figures
Beneficial ownership: 6,981,474 shares
Percent of class: 5.8%
Sole voting power: 6,981,474 shares
+2 more
5 metrics
Beneficial ownership
6,981,474 shares
Holley Inc. common stock beneficially owned by Boston Partners as of June 30, 2026
Percent of class
5.8%
Percentage of Holley Inc. common stock class beneficially owned by Boston Partners
Sole voting power
6,981,474 shares
Shares over which Boston Partners has sole power to vote or direct the vote
Sole dispositive power
6,981,474 shares
Shares over which Boston Partners has sole power to dispose or direct disposition
Reporting date
06/30/2026
Date as of which ownership of Holley Inc. shares is reported
Key Terms
beneficial owner, dispositive power, discretionary account, Schedule 13G, +1 more
5 terms
beneficial owner regulatory
"Boston Partners may be deemed to be a beneficial owner of such Common Stock"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
dispositive power financial
"Sole Dispositive Power 6,981,474.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
discretionary account financial
"held by Boston Partners on 06/30/2026 for the discretionary account of certain clients"
An account in which the account holder gives a broker or advisor authority to buy and sell securities on their behalf without asking for permission for each trade. Like handing someone the keys to your car to run errands, it lets a professional act quickly and make ongoing decisions for you; this matters to investors because it changes who controls trade timing, affects fees and tax reporting, and shifts responsibility for execution and record-keeping.
Schedule 13G regulatory
"This Schedule is being filed with respect to 6,981,474 shares"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"Percent of class: 5.8 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Does any other person control more than 5% of HLLY through Boston Partners’ holdings?
According to Boston Partners, no person has the right to receive dividends or sale proceeds from the reported Holley Inc. shares that represents more than 5% of the outstanding class.