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Hayley A. Snell

@Lri Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$1.031BTotal holdings1146
Assets growth rate17.31%Assets growth rate (2-Q avg)69.61%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lri Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1146 positions.

Assets under management

The assets under management (AUM) of Lri Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.031B in assets, with a quarterly growth rate of 17.31% and a 2-quarter average growth rate of 69.61%. The portfolio is managed by Hayley A. Snell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARKKArk Innovation Etf
Recent Activity
Exited
0%
$9,405
214 shares@ $43.95 avg price
SIXSix Flags Entmt Corp New Com
Recent Activity
Exited
0%
$8,882
268 shares@ $33.15 avg price
VSTVistra Corp Com
Recent Activity
Exited
0%
$8,538
99 shares@ $86.25 avg price
CBOECboe Global Mkts Inc Com
Recent Activity
Exited
0%
$8,333
49 shares@ $170.07 avg price
ARKGArk Genomic Revolution Etf
Recent Activity
Exited
0%
$8,171
348 shares@ $23.48 avg price
WIREEncore Wire Corp Com
Recent Activity
Exited
0%
$6,376
22 shares@ $289.82 avg price
BWXTBwx Technologies Inc Com
Recent Activity
Exited
0%
$6,270
66 shares@ $95.0 avg price
IBNIcici Bank Limited Adr
Recent Activity
Exited
0%
$6,165
214 shares@ $28.81 avg price
WOLFWolfspeed Inc Com
Recent Activity
Exited
0%
$5,986
263 shares@ $22.77 avg price
LNTAlliant Energy Corp Com
Recent Activity
Exited
0%
$5,395
106 shares@ $50.9 avg price