Institutions / Hillman Capital Management, Inc.

Hillman Capital Management, Inc.

CIK 1314620 · Institution · as of Mar 31, 2026
Portfolio value
$144.00M
Positions
56
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$144.00M-9.4%
$158.91M$151.46M$144.00MQ4 '25Q1 '26

Positions

56+0.0%
565656Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 56 →
CompanyClassValueShares% of portfolio
Biogen Inc.$5.42M29,5403.8%
DuPont de Nemours, Inc.$5.40M117,9013.7%
Warner Bros. Discovery, Inc.$5.39M196,3093.7%
Gsk PLC$5.38M97,4323.7%
International Flavors & Fragrances Inc$5.28M72,7733.7%
Pfizer Inc$5.28M187,9373.7%
Zimmer Biomet Holdings Inc$5.04M55,7003.5%
CVS HEALTH Corp$4.85M67,4623.4%
Brown Forman Corp$4.66M176,4373.2%
CarMax Inc$4.54M109,1813.2%
Kraft Heinz Co$4.52M201,1403.1%
Fiserv Inc$4.50M80,7283.1%
The Boeing Company$4.44M22,3263.1%
Baxter International Inc$4.15M247,3202.9%
NIKE, Inc.$4.11M77,9062.9%
Microsoft Corp$4.01M10,8282.8%
Adobe Inc.$3.94M16,2002.7%
Estee Lauder Cos Inc/The$3.74M52,1722.6%
CAMPBELL'S Co$3.70M166,1782.6%
Verizon Communications Inc$3.26M64,9982.3%
Bristol Myers Squibb Co$3.22M53,1022.2%
iShares Tr$3.00M30,8542.1%
Constellation Brands, Inc.$2.82M18,7952.0%
Comcast Corp.$2.73M95,2281.9%
US Bancorp \De$2.73M52,5281.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitN07059210
Common stock
$-5.89M-6K
-100.00%
0
medium
Q1 2026
as of
Exit03524A108
Common stock
$-5.29M-83K
-100.00%
0
medium
Q1 2026
as of
Exit78462F103
Common stock
$-4.55M-7K
-100.00%
0
low
Q1 2026
as of
NewOracle Corp
Common stock
$2.37M+16K
16,109
1.65% of portfolio
low
Q1 2026
as of
AddFiserv Inc
Common stock
$2.36M+42K
+110.36%
80,728
3.13% of portfolio
low
Q1 2026
as of
AddAdobe Inc.
Common stock
$2.17M+9K
+122.86%
16,200
2.73% of portfolio
low
Q1 2026
as of
TrimAkamai Technologies Inc
Common stock
$-1.05M-9K
-28.67%
22,825
1.82% of portfolio
low
Q1 2026
as of
Trim37733W204
Common stock
$-932.9K-17K
-14.78%
97,432
3.73% of portfolio
low
Q1 2026
as of
AddZimmer Biomet Holdings Inc
Common stock
$879.9K+10K
+21.17%
55,700
3.50% of portfolio
low
Q1 2026
as of
AddBrown Forman Corp
Common stock
$750.5K+28K
+19.17%
176,437
3.24% of portfolio
low