H&R Block Inc. (HRB)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:1
Ownership rank:687
% of all portfolios:0.023%
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2023
≡ Bill Miller - Miller Value Partners Reduce 53.33% 72,000 2.14
Q3  2023
≡ Bill Miller - Miller Value Partners Buy 135,000 3.73
Q2  2023
≡ Lee Ainslie - Maverick Capital Sell 100.00% 28,712 0.03
Q1  2023
≡ Lee Ainslie - Maverick Capital Reduce 68.37% 62,072 0.06
Q4  2022
≡ Lee Ainslie - Maverick Capital Add 176.42% 57,941 0.05
≡ Prem Watsa - Fairfax Financial Holdings Sell 100.00% 1,035,019 1.24
Q3  2022
≡ Lee Ainslie - Maverick Capital Buy 32,843 0.03
≡ Prem Watsa - Fairfax Financial Holdings Reduce 7.66% 85,875 0.10
≡ Bill Miller - Miller Value Partners Sell 100.00% 154,500 0.31
Q2  2022
≡ Bill Miller - Miller Value Partners Reduce 62.32% 255,500 0.51
≡ Lee Ainslie - Maverick Capital Sell 100.00% 73,078 0.03
Q1  2022
≡ Lee Ainslie - Maverick Capital Buy 73,078 0.03
Q4  2021
≡ Bill Miller - Miller Value Partners Add 5.13% 20,000 0.02
≡ Lee Ainslie - Maverick Capital Sell 100.00% 59,803 0.02
Q3  2021
≡ Prem Watsa - Fairfax Financial Holdings Add 45.40% 350,000 0.28
≡ Lee Ainslie - Maverick Capital Buy 59,803 0.02
≡ Bill Miller - Miller Value Partners Reduce 7.14% 30,000 0.03
Q1  2021
≡ Prem Watsa - Fairfax Financial Holdings Buy 770,894 0.59
≡ Bill Miller - Miller Value Partners Buy 420,000 0.26
≡ Lee Ainslie - Maverick Capital Sell 100.00% 22,901 0.01
Q4  2020
≡ Lee Ainslie - Maverick Capital Buy 22,901 0.01
Q2  2020
≡ First Eagle Investment Management Sell 100.00% 5,468,132 0.28
Q1  2020
≡ First Eagle Investment Management Reduce 2.25% 126,035 0.01
Q4  2019
≡ First Eagle Investment Management Reduce 0.59% 33,005 0.00
Q1  2016
≡ Lee Ainslie - Maverick Capital Sell 100.00% 30,930 0.01
Q4  2015
≡ Lee Ainslie - Maverick Capital Buy 30,930 0.01
Q1  2015
≡ William Von Mueffling - Cantillon Capital Management Sell 100.00% 2,379,789 1.65
Q4  2014
≡ William Von Mueffling - Cantillon Capital Management Add 0.81% 19,080 0.01
≡ Daniel Loeb - Third Point Sell 100.00% 4,448,000 1.66
Q3  2014
≡ Daniel Loeb - Third Point Add 3.44% 148,000 0.06
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.25% 30,000 0.02
Q2  2014
≡ Daniel Loeb - Third Point Add 22.86% 800,000 0.33
≡ William Von Mueffling - Cantillon Capital Management Buy 2,390,709 1.86
Q1  2014
≡ Daniel Loeb - Third Point Buy 3,500,000 1.66
Q4  2013
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 2,303,844 0.29
Q3  2013
≡ Stephen Mandel - Lone Pine Capital Reduce 69.83% 5,332,200 0.67
Q2  2013
≡ Stephen Mandel - Lone Pine Capital Add 13.04% 881,104 0.13
Q1  2013
≡ Stephen Mandel - Lone Pine Capital Buy 6,754,940 1.07
Q2  2012
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 7,069,600 3.95
Q1  2012
≡ Bill Nygren - Oakmark Select Fund Add 7.61% 500,000 0.28
Q4  2011
≡ Bill Nygren - Oakmark Select Fund Reduce 2.95% 200,000 0.14
Q3  2011
≡ Bill Nygren - Oakmark Select Fund Add 7.97% 500,000 0.31
Q2  2011
≡ Bill Nygren - Oakmark Select Fund Reduce 3.09% 200,000 0.13
Q3  2010
≡ Bill Nygren - Oakmark Select Fund Add 12.13% 700,000 0.39
Q2  2010
≡ Bill Nygren - Oakmark Select Fund Reduce 9.42% 600,000 0.44
Q3  2009
≡ Bill Nygren - Oakmark Select Fund Reduce 1.55% 100,000 0.09
Q1  2009
≡ Bill Nygren - Oakmark Select Fund Reduce 11.00% 800,000 0.96
Q4  2008
≡ Bill Nygren - Oakmark Select Fund Reduce 34.03% 3,750,000 4.90
Q3  2008
≡ Bill Nygren - Oakmark Select Fund Reduce 4.34% 500,000 0.47
Q2  2008
≡ Bill Nygren - Oakmark Select Fund Reduce 18.70% 2,650,000 2.05
Q1  2008
≡ Bill Nygren - Oakmark Select Fund Reduce 3.74% 550,000 0.36
≡ Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 79,400 3.60
≡ John Rogers - Ariel Appreciation Fund Sell 100.00% 2,750,600 2.42
Q4  2007
≡ Bill Nygren - Oakmark Select Fund Reduce 7.54% 1,200,000 0.58
≡ John Rogers - Ariel Appreciation Fund Reduce 25.94% 963,300 0.85
≡ David Katz - Matrix Asset Advisors Sell 100.00% 83,000 0.86
Q3  2007
≡ John Rogers - Ariel Appreciation Fund Add 8.56% 292,700 0.25
≡ David Katz - Matrix Asset Advisors Buy 83,000 0.86
Q2  2007
≡ John Rogers - Ariel Appreciation Fund Reduce 10.89% 418,300 0.36
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 28.34% 31,400 1.79
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 1,246,800 0.05
Q1  2007
≡ Charles Bobrinskoy - Ariel Focus Fund Add 28.24% 24,400 1.45
≡ John Rogers - Ariel Appreciation Fund Add 5.61% 203,800 0.16
≡ Bill Nygren - Oakmark Select Fund Add 3.24% 500,000 0.19
≡ Warren Buffett - Berkshire Hathaway Reduce 69.69% 2,866,600 0.11
≡ Thomas Gayner - Markel Asset Management Sell 100.00% 325,000 0.40

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.