Hamlin Capital Management, LLC

CIK 1277403 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$4.4B
#875 dari 9.443 berdasarkan nilai 13F · top 9.3%
Posisi
30
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +7.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
46,23%
Bobot 25 kepemilikan teratas
94,45%
Posisi di atas 1%
28
Jumlah posisi efektif
25,9

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,65% Perkiraan pembelian $113.826.817 · penjualan $240.000.843

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 81,1% masih dipegang

Posisi baru
1
Meningkat
6
Menurun
22
Tertutup
1
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
+21.1%
Total imbal hasil S&P 500 (jendela yang sama)
+28.1%
Imbal hasil berlebih
-7.0%

Tahunan: +13.7% · S&P 500: +18.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 97,3% · Opsi dikecualikan: 0,0%

Rincian sektor

Industrials
15,8%
Healthcare
12,3%
Real Estate
11,9%
Financial Services
10,6%
Technology
9,3%
Energy
9,1%
Consumer products
7,2%
Retail
7,0%
Utilities
6,2%
Financials
4,3%
Consumer Discretionary
3,8%
Consumer Staples
2,6%

Portofolio lengkap 30 posisi

Tipe Rentetan Tren 8 kuartal
CMI Cummins Inc. Common Stock $274.132.962 6,16% 384.365 $47.313.414 Turun ×4
MS Morgan Stanley Common Stock $246.311.832 5,54% 1.178.300 $34.227.182 Turun ×4
LAMR Lamar Advertising Company - Class A Common Stock $209.046.424 4,70% 1.340.213 $34.171.142 Turun ×3
AVGO Broadcom Inc. - Common Stock $208.112.674 4,68% 550.927 $18.808.311 Turun ×4
SPG Simon Property Group, Inc. Common Stock $193.810.617 4,36% 866.580 $26.309.288 Turun ×3
ORI Old Republic International Corporation Common Stock $190.893.641 4,29% 4.665.045 $1.808.898 Turun ×4
ABBV AbbVie Inc. Common Stock $185.858.788 4,18% 738.590 $3.935.798 Turun ×4
SNA Snap-On Incorporated Common Stock $184.069.832 4,14% 457.430 $13.276.160 Turun ×4
PEG Public Service Enterprise Group Incorporated Common Stock $182.304.351 4,10% 2.246.234 $-1.522.575 Turun ×4
JNJ Johnson & Johnson Common Stock $181.542.835 4,08% 714.820 $1.514.975 Turun ×5
CVS CVS Health Corporation Common Stock $177.686.548 4,00% 1.717.608 $59.711.712 Naik ×1
EPD Enterprise Products Partners L.P. Common Stock $176.167.043 3,96% 4.792.357 $-7.860.456 Turun ×2
DRI Darden Restaurants, Inc. Common Stock $169.460.736 3,81% 822.585 $2.623.246 Turun ×4
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $163.689.987 3,68% 2.722.721 $24.646.441 Naik ×2
PG Procter & Gamble Company (The) Common Stock $155.345.577 3,49% 1.059.367 $1.170.754 Turun ×1
COP ConocoPhillips Common Stock $150.879.435 3,39% 1.451.322 $-46.554.285 Turun ×1
TXN Texas Instruments Incorporated - Common Stock $150.091.956 3,37% 503.546 $41.497.029 Turun ×1
DKS Dick's Sporting Goods Inc Common Stock $146.206.035 3,29% 644.619 $14.561.701 Turun ×2
HD Home Depot, Inc. (The) Common Stock $143.796.453 3,23% 407.725 $9.656.035 Turun ×1
WSO Watsco, Inc. Common Stock $126.820.941 2,85% 304.324 $4.101.841 Turun ×3
RHP Ryman Hospitality Properties, Inc. (REIT) $126.521.224 2,84% 984.218 $31.712.046 Turun ×2
CME CME Group Inc. - Class A Common Stock $118.597.635 2,67% 537.054 $-94.631.184 Turun ×5
PAYX Paychex, Inc. - Common Stock $117.678.492 2,65% 1.196.771 $12.922.392 Naik ×1
PM Philip Morris International Inc Common Stock $114.817.064 2,58% 634.664 $-6.190.487 Turun ×3
ARES Ares Management Corporation Class A Common Stock $106.816.861 2,40% 959.634 $3.684.522 Naik ×1
UGI UGI Corporation Common Stock $91.753.058 2,06% 2.656.429 $-4.395.341 Naik ×2
SLB SLB Limited Common Shares $76.430.769 1,72% 1.644.026 $21.354.102 Naik ×1
IBM International Business Machines Corporation Common Stock $54.484.156 1,23% 193.749 Naik ×1
PAG Penske Automotive Group, Inc. Common Stock $23.250.079 0,52% 129.925 $3.608.833 Turun ×1
IEF iShares 7-10 Year Treasury Bond ETF $1.017.167 0,02% 10.756 $-9.358

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
IBM $54.484.156 193.749 1,23%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
CME Dipangkas -185K -$94.6M
CVS Beli lebih banyak +75K +$59.7M
CMI Dipangkas -37K +$47.3M
COP Dipangkas -44K -$46.6M
TXN Dipangkas -56K +$41.5M
MS Dipangkas -110K +$34.2M
LAMR Dipangkas -40K +$34.2M
RHP Dipangkas -43K +$31.7M
SPG Dipangkas -31K +$26.3M
UL Beli lebih banyak +282K +$24.6M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
KDP 30 Sep. 2025 4.448.801 $147.077.361 23,5%
ULXXXX 31 Des. 2025 2.430.412 $144.074.823 Tidak lagi dilacak
EXR 30 Sep. 2025 900.022 $132.699.244 5,0%
MDLZ 31 Des. 2025 1.738.638 $108.612.716 19,9%
TGT 31 Maret 2025 736.160 $99.514.122 53,6%
MICC 31 Maret 2026 523.535 $8.298.030 32,2%
IWD 31 Maret 2025 20.266 $3.751.845 Tidak lagi dilacak
IWD 30 Juni 2026 2.299 $491.227 Tidak lagi dilacak