Hamilton Beach Brands Holding
HBB on NYSE. Market value $141m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 81 funds in all.
- LSV Asset ManagementJosef Lakonishok
- Value
- $597,000
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| LSV Asset ManagementJosef Lakonishok | $597,000 | <0.1% |
Largest holders overall
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- Roger F. RankinInsider or founderat least 85.3%0.0 pts(filed with 22 related holders)Since 12 June 2025
- Lynne T. RankinInsider or founderat least 78.4%(filed with 2 related holders)Since 12 June 2025
- Ameriprise Financial, Inc.Passive investorat least 5.4%(filed with 1 related holder)Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
Roger F. Rankin Insider or founder | at least 85.3%0.0 pts (filed with 22 related holders) | 12 June 2025 | |
Lynne T. Rankin Insider or founder | at least 78.4% (filed with 2 related holders) | 12 June 2025 | |
Ameriprise Financial, Inc. Passive investor | at least 5.4% (filed with 1 related holder) | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $97,500.
- Cunningham Sarah MSr. VP Chief Financial OfficerSold
- Date
- 27 August 2026
- Shares
- 3,000
- Price
- $32.50
- Value
- $97,500
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 27 August 2026 | Cunningham Sarah M Sr. VP Chief Financial Officer | Sold | 3,000 | $32.50 | $97,500 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the serious warning signs we check for were found. 1 thing worth knowing.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 25 Feb 2026, plus the 10-Q filed 5 Aug 2026 and 4 later 8-Ks.
One big customer
Worth knowingOne customer brings in a big share of sales: 29% last year. Losing that customer would hurt.
“Walmart Inc. and its global subsidiaries (“Walmart”) accounted for approximately 29%, 29% and 27% of our revenue in 2025, 2024 and 2023, respectively.”
From the 10-K filed 25 February 2026, Item 1. Business. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.