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Unclassified

BLOCK H & R INC

Original CUSIPs: 093671105. This page shows current managers, quarterly changes, and primary SEC sources.

Current managers
2
Latest reporting quarter
Q1 2026

Who holds it and what changed this quarter

Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.

Himalaya Capital
Li Lu
Q1 2026
New position
New position: 1.61%

Himalaya Capital opened a new position at 1.61% of the portfolio, buying 1,626,906 shares.

+1,626,906 Shares
n/a
SEC05/15/2026
Bridgewater Associates
Ray Dalio / Bridgewater
Q1 2026
Reduced
0.07% 0.01%(-0.07 pp)

Bridgewater Associates sold 409,126 shares; portfolio weight moved from 0.07% to 0.01%.

-409,126 Shares
-89.79%
SEC05/15/2026

Four-quarter trend

Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.

Historical and source details

Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.

Quarterly holdings details
QuarterCurrent managersCombined valueTotal sharesManager details
Q2 20251$34,735,380632,818
Bridgewater Associates New position
Q3 20251$30,658,669606,262
Bridgewater Associates Reduced
Q4 20251$19,857,445455,655
Bridgewater Associates Reduced
Q1 20262$53,114,8261,673,435
Himalaya Capital New position
Bridgewater Associates Reduced
Original CUSIP details
ManagerIssuerCUSIPSecurity classMarket valueSharesWeightSource
Himalaya CapitalBLOCK H & R INC093671105COM$51,637,9961,626,9061.61%SEC XML
Bridgewater AssociatesBLOCK H & R INC093671105COM$1,476,83046,5290.01%SEC XML