Heritage Global Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Heritage Global Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Expected move
No implied move.
—
No changes.
No changes.
Heritage Global, Inc., together with its subsidiaries, operates as an asset services company with focus on financial and industrial asset transactions. The company provides market making, acquisitions, dispositions, valuations, and secured lending services. It focuses on identifying, valuing, acquiring, and monetizing underlying tangible and intangible assets. Heritage Global Inc. acts as an adviser, as well as a principal, acquiring, or brokering manufacturing facilities; surplus industrial machinery and equipment; industrial inventories; accounts receivable portfolios; intellectual property; and business enterprises. The company was formerly known as Counsel RB Capital Inc. and changed its name to Heritage Global, Inc. in August 2013. Heritage Global, Inc. was incorporated in 1983 and is headquartered in San Diego, California.
Heritage Global, Inc., together with its subsidiaries, operates as an asset services company with focus on financial and industrial asset transactions. The company provides market making, acquisitions, dispositions, valuations, and secured lending services. It focuses on identifying, valuing, acquiring, and monetizing underlying tangible and intangible assets. Heritage Global Inc. acts as an adviser, as well as a principal, acquiring, or brokering manufacturing facilities; surplus industrial machinery and equipment; industrial inventories; accounts receivable portfolios; intellectual property; and business enterprises. The company was formerly known as Counsel RB Capital Inc. and changed its name to Heritage Global, Inc. in August 2013. Heritage Global, Inc. was incorporated in 1983 and is headquartered in San Diego, California.
Annual filing, covered
10-K parsed · Mar 12 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 12 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: Visa Inc., Mastercard Inc, Uber Technologies, Inc and 3 more; no measured co-movers for Heritage Global Inc..
Same SIC code · 6
Same SEC industry code: Visa Inc., Mastercard Inc, Uber Technologies, Inc and 3 more; no measured co-movers for Heritage Global Inc..
Heritage Global Inc.
1.26
+0.01 · +1.20%
post 1.25 −0.79%
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Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| Mink Brook | $2.8M | 19.22% | +1.56% |
| Punch & | $2.4M | 17.09% | −9.92% |
| Topline | $2.2M | 15.10% | 0.00% |
| Vanguardindex-like | $1.7M | 11.78% | −15.92% |
| Truffle Hound Capital | $1.3M | 9.30% | 0.00% |
| Manager | Value | % base | |
|---|---|---|---|
| Mink Brook | $2.8M | 19.22% | +1.56% |
| Punch & | $2.4M | 17.09% | −9.92% |
| Topline | $2.2M | 15.10% | 0.00% |
| Vanguardindex-like | $1.7M | 11.78% | −15.92% |
| Truffle Hound Capital | $1.3M | 9.30% | 0.00% |
Bull1
Bear2