Security key
40701T104
Hamilton Beach Brands Holding Co - COM CL A (HBB)
CUSIP: 40701T104
Q1 2020 13F Holders as of 31 Mar 2020
- Security type / class
- Equity / COM CL A
- Total 13F shares
- 4,986,587
- Total 13F value
- $47,422,429
- Share change
- -195,535
- SEC-reported price per share
- $9.51
- Number of holders
- 71
- Value change
- -$3,481,956
- Number of buys
- 23
- Number of sells
- 42
Report period
Q1 2020
Institutions
71
Top holders
10
HBB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2020
Previous quarter: Q4 2019
Hamilton Beach Brands Holding Co SEC filings
Hamilton Beach Brands Holding Co company facts
Broader feeds
Reporting periods
Holder history for CUSIP 40701T104
Recent filing periods:
Ownership snapshot
Top reported holders of HBB - Hamilton Beach Brands Holding Co - COM CL A (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Zuckerman Investment Grou...
Disclosed value leader
Zuckerman Investment Grou...
Comparable rows
0/15
Latest evidence
31 Dec 2019
13F
Highest disclosed value: $18,992,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Zuckerman Investment Group, LLC has the largest disclosed position value at $18.99M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Zuckerman Investment Group, LLC's linked filing trail.
Disclosed position value
Top 5
Zuckerman Investment Group, LLC
$18.99M
DIMENSIONAL FUND ADVISORS LP
$10.12M
BlackRock Finance, Inc.
$9.88M
FMR LLC
$8.6M
Russell Investments Group, Ltd.
$7.48M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Zuckerman Investment Group, LLC |
13F
Company
|
—
class O/S missing
|
$18,992,000
994,351 shares
|
— | 31 Dec 2019 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$10,125,000
530,103 shares
|
— | 31 Dec 2019 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$9,885,000
517,666 shares
|
— | 31 Dec 2019 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$8,596,000
450,021 shares
|
— | 31 Dec 2019 |
| Russell Investments Group, Ltd. |
13F
Company
|
—
class O/S missing
|
$7,479,000
391,611 shares
|
— | 31 Dec 2019 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$5,946,000
311,307 shares
|
— | 31 Dec 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
71
Shares
4,986,587
Rows available
71
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
81
Q1 2020 holders
71
Holder diff
-10
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 value | Q1 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend