Herbalife (HLF)Bridgewater Associates opened a new position $2.84M

193K

Shares reported

0.01%

Disclosed portfolio weight

$2.84M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Apr 14, 2026Company filing · Form 8-K · Results, Other newsReported its results, and reported other company news
2. Apr 29, 2026Company filing · Form 8-K · Material agreement, New debtHad a debt or obligation accelerated, and signed an important agreement (and 2 more items)“On April 14, 2026, the Issuers issued a conditional notice of full optional redemption to redeem all of the 2029 Secured Notes, conditioned upon the completion of one or more debt financing transactions and the receipt of aggregate gross proceeds by the Issuers of at least $800 million on or before April 29, 2026.”
3. Apr 30, 2026Company filing · Form 8-K · Results, Shareholder voteReported its results, and held a shareholder vote (and 1 more item)

What came next

1. Jul 30, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“On July 30, 2026, John DeSimone, the Company’s Chief Financial Officer, notified the Board of Directors of the Company (the “Board”) of his intention to retire, effective December 31, 2026.”
2. Aug 25, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 31, 2026, the Company announced that Stephan Gratziani will transition from his role as Chief Executive Officer, effective October 31, 2026. 1”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Herbalife

For Herbalife, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its HLF page.

How this filing works

• SEC Form 13F

Other disclosures at Herbalife

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRFeb 13, 2026
• SEC Form 13F-HRAug 13, 2025
• SEC Form 4Jun 9, 2025
• SEC Form 4May 23, 2025
• SEC Form 13F-HRMay 14, 2025

Everything OQRO holds on this company is on its HLF page.