Hennessy Capital InvestmentHVIIU
13F holders, Q2 2026 (June 30)2holders −1
0new positions
1sold out
$7.35avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Hennessy Capital Investment (HVIIU) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Clear Street Group Inc. ($655K) and UBS Group AG ($1K).
- Company
- Hennessy Capital Investment
- CUSIP
- G4405D123
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $129K |
All 13F filers, Q1 2026 → Q2 2026: 5,033 shares bought and 12,000 shares sold, net −6,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Clear Street Group Inc. | 0.00% | Add +6.0% | 89,104 | $655K |
| UBS Group AG | 0.00% | Add +4.5% | 139 | $1K |
"% of holder's portfolio" is HVIIU's weight in each manager's 13F, not the share of Hennessy Capital Investment the manager owns.