Hamlin Capital Management, LLC: 13F holdings
CIK 12774032026Q2
| Positions | 30 |
|---|---|
| Reported value | $4.4bn |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CMI CUMMINS INC | 384,365 | $274.1m | 6.2% |
| MS MORGAN STANLEY | 1,178,300 | $246.3m | 5.5% |
| LAMR LAMAR ADVERTISING CO | 1,340,213 | $209.0m | 4.7% |
| AVGO BROADCOM INC | 550,927 | $208.1m | 4.7% |
| SPG SIMON PPTY GROUP INC NEW | 866,580 | $193.8m | 4.4% |
| ORI OLD REP INTL CORP | 4,665,045 | $190.9m | 4.3% |
| ABBV ABBVIE INC | 738,590 | $185.9m | 4.2% |
| SNA SNAP ON INC | 457,430 | $184.1m | 4.1% |
| PEG PUBLIC SVC ENTERPRISE GROUP | 2,246,234 | $182.3m | 4.1% |
| JNJ JOHNSON & JOHNSON | 714,820 | $181.5m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1277403")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.