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5%+ stakes · Schedule 13D and 13G

Holley Inc.: 5%+ holders

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Who has reported owning 5% or more of Holley Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Holley Inc. The largest reported stake is David S. Lobel's, at 20.5%. 6 filings are on record since August 13, 2025 (Schedule 13D/A, September 19, 2025).

Boston Partners also filed stake reports on 28 other companies ↓

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Key facts

  • · Reporting person: Boston Partners · Sole voting: 6,981,474 · Shared voting: 0 · Sole dispositive: 6,981,474 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-04
  • · Holder: Boston Partners · Percent: 5.24% · SCHEDULE 13G/A
  • · Holder: Boston Partners · Percent: 6.34% · SCHEDULE 13G
  • · Holder: David S. Lobel · Percent: 20.5% · SCHEDULE 13D/A
  • · Holder: David S. Lobel · Percent: 22.2% · SCHEDULE 13D/A
At 5% or more2
Filings6
Latest filing2026-08-04

Holley Inc. has 6 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
20.5%24,654,834SCHEDULE 13D/A, 2025-09-192025-09-18
Boston Partners5.8%6,981,474SCHEDULE 13G/A, 2026-08-042026-06-30
Kayne Anderson Rudnick Investment Management, LLC4.7%5,655,361SCHEDULE 13G/A, 2025-08-132025-06-30

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More on Holley Inc. and the records around it.

Holley Inc. elsewhere on the record

Companies that share a holder

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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the Full Report on Holley Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    7 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Boston Partners6,981,47406,981,4740SCHEDULE 13G/A, 2026-08-04

The latest filing identifies Holley Inc. by CUSIP 43538H103 and gives its principal executive office as 1A BURTON HILLS BLVD, SUITE 240, NASHVILLE, TN 37215 (SCHEDULE 13G/A, 2026-08-04).

Purpose of Transaction (Item 4)

David S. Lobel

Item 4 of this Schedule 13D is hereby amended and supplemented to include the following: On September 10, 2025, Holley Parent Holdings, LLC (the "Selling Stockholder") and the Issuer entered into an underwriting agreement (the "Underwriting Agreement") with J.P. Morgan Securities LLC and Jefferies LLC, as representatives of the several underwriters named therein (collectively, the "Underwriters"). Pursuant to the Underwriting Agreement, the Selling Stockholder granted an option to the Underwriters to sell an additional 2,100,000 shares of Common Stock held by the Selling Stockholder (the "Option"). On September 18, 2025, the Underwriters exercised the Option and the additional 2,100,000 shares were sold at the public offering price of $2.75 per share, less underwriting discounts and commissions of $0.12 per share. The additional sale of the shares of Common Stock pursuant to the Option closed on September 18, 2025. References to and descriptions of the Underwriting Agreement set forth above in this Item 4 do not purport to be complete and are qualified in their entirety by reference to the full text of the Underwriting Agreement, which has been filed as Exhibit 7 in Amendment No. 7.Item 4 of the SCHEDULE 13D/A filed 2025-09-19

Timeline

FiledHolderPercentFiling
2025-08-13Kayne Anderson Rudnick Investment Management, LLC4.7%SCHEDULE 13G/A
2025-09-12David S. Lobel22.2%SCHEDULE 13D/A
2025-09-19David S. Lobel20.5%SCHEDULE 13D/A
2025-11-03Boston Partners6.34%SCHEDULE 13G
2026-01-16Boston Partners5.24%SCHEDULE 13G/A
2026-08-04Boston Partners5.8%SCHEDULE 13G/A

Questions about who owns Holley Inc.

Who owns Holley Inc.?

On this page, 2 holders' latest ownership filings report 5% or more of Holley Inc.: David S. Lobel (20.5%, Schedule 13D/A, filed 2025-09-19) and Boston Partners (5.8%, Schedule 13G/A, filed 2026-08-04).

Who are the largest shareholders of Holley Inc.?

By the share each holder's latest filing reports, the largest holders of Holley Inc. on this page are David S. Lobel (20.5%) and Boston Partners (5.8%).

When did David S. Lobel buy into Holley Inc.?

The filings give report dates, not purchase dates. The earliest filing from David S. Lobel on this page is the Schedule 13D/A, filed 2025-09-12, reporting 22.2%; its latest, Schedule 13D/A filed 2025-09-19, reports 20.5%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Holley Inc.

DateRecordFigureOur pageSource
April 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/holley
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Holley Inc.? 2 holders at 5% or more, largest David S. Lobel 20.5%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/holley