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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
EMOClearbridge Energy Midstrm Opp Com
Recent Activity
New Position
0.01%
$21,358
455 shares@ $46.95 avg price
STSensata Technologies Hldg Plc Shs
Recent Activity
New Position
0.01%
$18,202
558 shares@ $32.63 avg price
IXCIshares Global Energy Etf
Recent Activity
New Position
0.01%
$15,288
363 shares@ $42.12 avg price
CNXCConcentrix Corp Com
Recent Activity
New Position
0.01%
$13,330
335 shares@ $39.8 avg price
DYDycom Inds Inc Com
Recent Activity
New Position
0.01%
$13,111
71 shares@ $184.67 avg price
JXNJackson Financial Inc Com Cl A
Recent Activity
New Position
0.01%
$12,661
126 shares@ $100.49 avg price
BHVNBiohaven Ltd Com
Recent Activity
New Position
0.01%
$12,652
260 shares@ $48.67 avg price
TLNTalen Energy Corp Com
Recent Activity
New Position
0.01%
$12,601
62 shares@ $203.25 avg price
SEZLSezzle Inc Com
Recent Activity
New Position
0.01%
$8,561
23 shares@ $372.22 avg price
AMTMAmentum Holdings Inc Com
Recent Activity
New Position
0.01%
$8,266
313 shares@ $26.41 avg price