Holley Inc. (HLLY)

Holley, Inc. (HLLY) stock has experienced significant positive movement, with a 44.88% increase as of February 15, 2024, and a 39% gain as of October 27, 2025. The company has actively worked to strengthen its financial position, achieving a total of $100 million in debt reduction over the last two years, including a recent $10 million prepayment, which is expected to generate up to $4 million in annualized net interest savings. Holley Performance Brands is also strategically expanding its Simpson Motorcycle division into the global motorcycle helmet and safety gear market. In the second quarter of 2025, Holley reported a slight decrease in net sales by 1.7% year-over-year, but its core business net sales grew by 3.9%, and it achieved its highest free cash flow in history.

While specific demand seasonality for Holley, Inc.'s products is not explicitly detailed, the broader automotive aftermarket generally exhibits consistent demand due to the increasing average age of vehicles. Holley's strategy of hosting numerous enthusiast events throughout the year suggests a continuous effort to engage its customer base and drive demand, rather than relying on highly seasonal fluctuations. Demand for aftermarket parts and services tends to be more stable.

Holley, Inc. is a prominent company in the automotive aftermarket, specializing in the design, manufacturing, and distribution of high-performance products for car and truck enthusiasts. The company operates within the Producer Manufacturing sector and the Auto Parts: OEM industry, offering a diverse range of performance automotive products under well-known brands such as Holley EFI, Holley, MSD, Simpson, EDGE, Superchips, Diablosport, Accel, and Flowmaster.

Holley, Inc. primarily serves markets in the United States, Canada, and Europe. The company's headquarters are located in Bowling Green, Kentucky.

Holley Performance Brands maintains a strong and positive brand reputation and is recognized as a prominent player in the automotive aftermarket performance solutions sector. The company actively fosters strong consumer engagement through experiential marketing events, such as LS Fest, MoParty, and Ford Festival, which attracted over 100,000 participants in 2023. These events are crucial for direct interaction with consumers and distribution partners, inspiring innovation and refining product offerings.

Institutions hold 39.70% of Holley, Inc.'s stock, while insiders own 4.30%. Owen Basham is the largest individual shareholder with 113.93 million shares, representing 93.69% of the company. Other significant individual owners include James D. Coady and David S. Lobel. Major institutional owners include Sentinel Capital Partners, L.L.C., Allspring Global Investments, LLC, MidOcean US Advisor, LP, Kayne Anderson Rudnick Investment Management, LLC, Boston Partners Global Investors, Inc., BlackRock, Inc., The Vanguard Group, Inc., Baron Capital Group, Inc., Clearlake Capital Group, L.P., State Street Global Advisors, Inc., and Charles Schwab Investment Management, Inc. Sentinel Capital Partners, L.L.C. has engaged in significant selling activity in recent months.