HBB
HAMILTON BEACH BRANDS HOLDING COMPANYMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $23 | $18 | -22% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q4 2025 | Q2 2026 | → $18 | +30% |
| Two Sigma Investments 2× in & out | Q4 2025 | Q1 2026 | → $19 | +34% |
| Millennium Management 2× in & out | Q1 2025 | Q2 2025 | → $17 | +8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Hamilton Beach Brands Holding Co. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001709164-26-000134Jun 2, 2026
- Form 40001709164-26-000133Jun 2, 2026
- Form 40001709164-26-000132Jun 2, 2026
- Form 40001709164-26-000131Jun 2, 2026
- Form 40001709164-26-000130Jun 2, 2026
- Form 40001709164-26-000129Jun 2, 2026
- Form 40001709164-26-000128Jun 2, 2026
- Form 40001709164-26-000127Jun 2, 2026
- Form 40001709164-26-000126Jun 2, 2026
- Form 40001709164-26-000125Jun 2, 2026
- Form 40001709164-26-000124Jun 2, 2026
- Form 40001709164-26-000123Jun 2, 2026
- Form 40001709164-26-000122Jun 2, 2026
- Form 40001709164-26-000121Jun 2, 2026
- Form 40001709164-26-000120Jun 2, 2026
Fundamentals
XBRL · HAMILTON BEACH BRANDS HOLDING COMPANYAnnual figures sourced directly from HAMILTON BEACH BRANDS HOLDING COMPANY's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Hamilton Beach Brands Holding Co — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 11, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventMay 6, 2026
- DEF 14AProxy statementMar 25, 2026
- 10-KAnnual reportFeb 25, 2026
- 10-Q/AQuarterly report (amended)Feb 25, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventJan 12, 2026
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventNov 5, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KMaterial eventJul 30, 2025
- 8-KMaterial eventMay 12, 2025
- 10-QQuarterly reportApr 30, 2025
- 8-KMaterial eventApr 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2025 | Q2 2026 | $14 | $18 | +30% |
| Two Sigma Investments | Q4 2025 | Q1 2026 | $14 | $19 | +34% |
| Two Sigma Investments | Q1 2025 | Q2 2025 | $16 | $17 | +8% |
| Millennium Management | Q1 2025 | Q2 2025 | $16 | $17 | +8% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $25 | $14 | -46% |
| Millennium Management | Q3 2024 | Q4 2024 | $25 | $20 | -21% |
| Renaissance Technologies | Q3 2024 | open | $23 | $18 | -22% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.