HALO close: $43 on 2023-08-21 to $108 on 2026-08-19.
Split-adj closes · 240 of 5,308 · price returnⓘ
At a glance
Short interest12.4% of sh out
Days to cover8.3d
13F net flow (QoQ)−1.60%
Top-10 13F concentration38.1%
Next report (est.)2026-11-04
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
P/E (FY)41.0×
Sales (TTM)$1.66B
Earnings (TTM)$413.6M
ROE153.6%
Net margin22.7%
ROIC16.7%
Debt / equity43.89×
Total debt / EBITDA4.46×
EPS growth 3Y21.1%
Sales growth 3Y28.4%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD+59.9%
1Y+53.8%
3Y+152.5%
5Y+179.8%
10Y+978.4%
Since incept. (ann.)+21.4%
Total return · from 2005-07-11ⓘ
Risk
Ann. volatility (1Y)36.9%
Ann. volatility (3Y)41.4%
Sharpe (1Y)1.40
Sharpe (3Y)0.95
Max drawdown (1Y)−24.1%
Max drawdown (3Y)−33.9%
Beta (3Y vs SPY)0.71
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BlackRock, Inc.
13.3M
$857M
11.24%
+0.8%
VANGUARD CAPITAL MANAGEMENT LLC
5.3M
$341M
4.47%
new
VANGUARD PORTFOLIO MANAGEMENT LLC
5.2M
$339M
4.45%
new
STATE STREET CORP
4.9M
$319M
4.18%
−3.6%
Invesco Ltd.
4.0M
$259M
3.40%
+10.0%
BANK OF AMERICA CORP /DE/
2.9M
$188M
2.47%
+6.6%
Boston Partners
2.7M
$173M
2.27%
+451.0%
MORGAN STANLEY
2.6M
$166M
2.17%
−3.6%
Δ vs 2025-Q4 · Institutional 13F holdings sum to 102.1% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 13,389,887 shares (settlement 2026-05-15) accounts for the excess.ⓘ
