HILLMAN CO: 13F holdings
CIK 10362882026Q2
| Positions | 14 |
|---|---|
| Reported value | $282.6m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MTZ MasTec Inc | 130,909 | $54.5m | 19.3% |
| UNP Union Pacific Corp | 101,738 | $27.7m | 9.8% |
| VO Vanguard Mid-Cap ETF | 316,332 | $25.5m | 9.0% |
| VBR Vanguard Small-Cap Value ETF | 104,335 | $25.4m | 9.0% |
| DASH DoorDash Inc | 133,806 | $24.7m | 8.7% |
| IEFA iShares Core MSCI EAFE ETF | 234,481 | $22.6m | 8.0% |
| FSLR First Solar Inc | 88,683 | $20.9m | 7.4% |
| CRH PLC | 183,213 | $19.6m | 6.9% |
| CDE Coeur Mining Inc | 1,126,959 | $18.4m | 6.5% |
| RKT Rocket Cos Inc | 1,085,554 | $17.1m | 6.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1036288")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.