Institutions / Hyman Charles D
Hyman Charles D
CIK 1135077 · Institutionalso an insider · as of Mar 31, 2024
Portfolio value
$1.81B
Positions
248
As of
Mar 31, 2024
Portfolio trend
Portfolio value
$1.81B+8.2%Positions
248+2.1%Top holdings
Mar 31, 2024View all 248 →
| Company | Value | % of portfolio |
|---|---|---|
| Berkshire Hathaway IncBRK-A | $137.40M | 7.6% |
| Microsoft CorpMSFT | $116.31M | 6.4% |
| Apple Inc.AAPL | $82.68M | 4.6% |
| Frp Holdings, Inc.FRPH | $59.46M | 3.3% |
| Caterpillar IncCAT | $58.83M | 3.3% |
| Vulcan Materials COVMC | $58.64M | 3.2% |
| Costco Wholesale Corp /NewCOST | $53.31M | 2.9% |
| Mastercard IncMA | $49.77M | 2.8% |
| Johnson & JohnsonJNJ | $47.94M | 2.7% |
| McDonalds CorpMCD | $44.96M | 2.5% |
| SPDR S&P Midcap 400 ETF TrMDY | $42.70M | 2.4% |
| Oracle CorpORCL | $40.70M | 2.3% |
| Home Depot, Inc.HD | $39.42M | 2.2% |
| Deere & CoDE | $38.25M | 2.1% |
| JPMorgan Chase & CoJPM | $37.29M | 2.1% |
| Pepsico IncPEP | $33.60M | 1.9% |
| Southern CoSO | $32.19M | 1.8% |
| Emerson Electric CoEMR | $30.66M | 1.7% |
| PROCTER & GAMBLE CoPG | $30.07M | 1.7% |
| Csx CorpCSX | $29.61M | 1.6% |
| Phillips 66PSX | $27.73M | 1.5% |
| Merck & Co., Inc.MRK | $24.73M | 1.4% |
| Norfolk Southern CorpNSC | $24.26M | 1.3% |
| Chevron CorpCVX | $21.61M | 1.2% |
| Aflac IncAFL | $21.42M | 1.2% |
Activity
Mar 31, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2021 as of | Add Other (per filing) | Csx Corp common | $17.75M | +553K +198.05% | 832,590 1.48% of portfolio | medium |
| Q2 2022 as of | Add Other (per filing) | Amazon Com Inc common | $11.31M | +106K +1827.25% | 112,320 0.66% of portfolio | medium |
| Q3 2021 as of | Trim Other (per filing) | 02772A109 | $-7.95M | -42K -74.36% | 14,502 0.15% of portfolio | medium |
| Q2 2023 as of | Exit Other (per filing) |
Insider transactions
Also trades as an insider
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Dec 21, 2023 | Other Sold to issuer | PATI Patriot Transportation Holding, Inc. Common Stock | $577.3K | -36K -100.00% | 0 | low |
| Dec 21, 2023 | Other Sold to issuer | PATI Patriot Transportation Holding, Inc. Common Stock | $13.0K | -800 -100.00% | 0 | low |
| Dec 21, 2023 | Other Sold to issuer | PATI Patriot Transportation Holding, Inc. Common Stock | $5.4K | -334 -100.00% | 0 | low |
| Feb 3, 2021 |