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
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| David S. Lobel | 20.5% | 24,654,834 | SCHEDULE 13D/A, 2025-09-19 | 2025-09-18 |
| Boston Partners | 5.8% | 6,981,474 | SCHEDULE 13G/A, 2026-08-04 | 2026-06-30 |
| Kayne Anderson Rudnick Investment Management, LLC | 4.7% | 5,655,361 | SCHEDULE 13G/A, 2025-08-13 | 2025-06-30 |
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
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Kayne Anderson Rudnick Investment Management, LLC | 4.7% | SCHEDULE 13G/A |
| 2025-09-12 | David S. Lobel | 22.2% | SCHEDULE 13D/A |
| 2025-09-19 | David S. Lobel | 20.5% | SCHEDULE 13D/A |
| 2025-11-03 | Boston Partners | 6.34% | SCHEDULE 13G |
| 2026-01-16 | Boston Partners | 5.24% | SCHEDULE 13G/A |
| 2026-08-04 | Boston Partners | 5.8% | SCHEDULE 13G/A |
Tools for this story
Each opens in a new tab, filled in for Holley Inc.. With no account yet, you sign up free and land on the result.
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.