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H&R Block Inc

HRB

H&R Block Inc

H&R Block Inc historical holders

total: 9

Himalaya Capital Management H&R Block Inc transactions over time

Total transactions:
1
New positions:
1
Held since:
2026 Q1
Held for:
1 quarter
Latest activity:
2026 Q1
Li Lu has been an institutional investor in H&R Block Inc (HRB) since 2026 Q1. According to 2026 Q1 report, Li Lu holds 1,626,906 shares with a market value of roughly $51.64M representing 1.61% of their equity portfolio. The fund/company first acquired HRB in 2026 Q1, initially purchasing about 1.63M shares.

Does Li Lu still hold HRB?

Yes, Li Lu continues to hold H&R Block Inc (HRB). According to their 2026 Q1 report, they maintain a position of 1,626,906 shares valued at approximately $51.64M, representing 1.61% of their equity portfolio.

When did Li Lu first invest in HRB?

Li Lu first invested in H&R Block Inc (HRB) in 2026 Q1 at the reported quarter-end price of $31.74 per share, acquiring 1,626,906 shares in their initial purchase.

What is Li Lu's average cost basis for HRB?

Based on historical transaction data, Li Lu's estimated cost basis for H&R Block Inc (HRB) is approximately $31.74 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$31.74

HRB transactions history by Himalaya Capital Management

1 result
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
1.61%
1,626,906
$31.74
$51,637,996
new
+1.61%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.