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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
BF.BBrown Forman Corp Cl B
Recent Activity
Exited
0%
$3,930
91 shares@ $43.19 avg price
PARAParamount Global Class B Com
Recent Activity
Exited
0%
$3,896
375 shares@ $10.39 avg price
NSANational Storage Affiliates Tr Com Shs Ben In
Recent Activity
Exited
0%
$3,710
90 shares@ $41.23 avg price
XPXp Inc Cl A
Recent Activity
Exited
0%
$3,676
209 shares@ $17.59 avg price
AREAlexandria Real Estate Eq Inc Com
Recent Activity
Exited
0%
$3,509
30 shares@ $116.97 avg price
WATWaters Corp Com
Recent Activity
Exited
0%
$3,191
11 shares@ $290.1 avg price
MODVModivcare Inc Com
Recent Activity
Exited
0%
$3,149
120 shares@ $26.25 avg price
COLDAmericold Realty Trust Inc Com
Recent Activity
Exited
0%
$2,963
116 shares@ $25.55 avg price
HIIHuntington Ingalls Inds Inc Com
Recent Activity
Exited
0%
$2,956
12 shares@ $246.34 avg price
HBANHuntington Bancshares Inc Com
Recent Activity
Exited
0%
$2,649
201 shares@ $13.18 avg price