Hamlin Capital Management, LLC
Hamlin Capital Management, LLC reported 30 positions worth $4.45B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: CMI (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CMI | SH | $274.1M | 6.16% | 384,365 | — | — | |
| ▸ 2 | MS | SH | $246.3M | 5.54% | 1,178,300 | — | — | |
| ▸ 3 | LAMR | SH | $209.0M | 4.70% | 1,340,213 | — | — | |
| ▸ 4 | AVGO | SH | $208.1M | 4.68% | 550,927 | — | — | |
| ▸ 5 | SPG | SH | $193.8M | 4.36% | 866,580 | — | — | |
| ▸ 6 | ORI | SH | $190.9M | 4.29% | 4,665,045 | — | — | |
| ▸ 7 | ABBV | SH | $185.9M | 4.18% | 738,590 | — | — | |
| ▸ 8 | SNA | SH | $184.1M | 4.14% | 457,430 | — | — | |
| ▸ 9 | PEG | SH | $182.3M | 4.10% | 2,246,234 | — | — | |
| ▸ 10 | JNJ | SH | $181.5M | 4.08% | 714,820 | — | — |
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Frequently Asked Questions
What stocks does Hamlin Capital Management, LLC hold as of Q2 2026?
Hamlin Capital Management, LLC reported 30 positions worth $4.45B in its Q2 2026 13F filing. Largest positions: CMI (6.2%), MS (5.5%), LAMR (4.7%), AVGO (4.7%) and SPG (4.4%).
What did Hamlin Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Hamlin Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.