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Valuesider
H&R Block Inc

HRB

H&R Block Inc

H&R Block Inc historical holders

total: 10

Himalaya Capital Management H&R Block Inc transactions over time

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2026 Q1
Held for:
1 quarter
Latest activity:
2026 Q2
Li Lu has been an institutional investor in H&R Block Inc (HRB) since 2026 Q1. According to 2026 Q2 report, Li Lu doesn't hold any shares. The fund/company first acquired HRB in 2026 Q1, initially purchasing about 1.63M shares. Since the initial investment, Himalaya Capital Management has made 1 more transaction in this position.

When did Li Lu exit their HRB position?

Li Lu no longer holds H&R Block Inc (HRB). They sold off their entire position in 2026 Q2, closing out an investment that began in 2026 Q1.

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
Weighted AVG sell price:
$31.74

HRB transactions history by Himalaya Capital Management

2 results
Period % of
portfolio 		Shares
held after* 		Reported
price* 		Value* % (shares)
of activity 		% change
to portfolio
2026 Q2
0.00%
0
$31.74
-100% (-1,626,906)
-1.61%
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.