Back to 13F data
Q1 2026
BLOCK H & R INC
Original CUSIPs: 093671105. This page shows current managers, quarterly changes, and primary SEC sources.
Current managers
2
Combined value
$53.1M
Current managers
2
Calculated from each manager’s latest available 13F.
Total shares
1,673,435
Aggregated at company level with original CUSIP details preserved.
Combined value
$53.1M
Market values are added across managers reporting the same quarter.
Themes
Unclassified
Local mappings are used only for search and classification.
Four-quarter trend
Four-quarter ownership trend
Manager actions by quarter
Current tracked managers holding this company
| Manager | Quarter | Market value | Shares | Portfolio weight | Current-quarter change | Share change | Value change | SEC source |
|---|---|---|---|---|---|---|---|---|
| Himalaya Capital Li Lu | Q1 2026 | $51,637,996 | 1,626,906 | 1.61% | New position +0.00% | +1,626,906 | +$51,637,996 | XML 05/15/2026 |
| Bridgewater Associates Ray Dalio / Bridgewater | Q1 2026 | $1,476,830 | 46,529 | 0.01% | Reduced -89.79% | -409,126 | -$18,380,615 | XML 05/15/2026 |
Original CUSIP details
Quarterly holdings details
| Quarter | Current managers | Combined value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 1 | $34,735,380 | 632,818 | Bridgewater Associates New position |
| Q3 2025 | 1 | $30,658,669 | 606,262 | Bridgewater Associates Reduced |
| Q4 2025 | 1 | $19,857,445 | 455,655 | Bridgewater Associates Reduced |
| Q1 2026 | 2 | $53,114,826 | 1,673,435 | Himalaya Capital New position Bridgewater Associates Reduced |
Data source
Holdings facts come from SEC 13F information tables. Tickers, company aliases, and themes are used only for search and normalized display, not as a holdings source.