Hamlin Capital Management, LLC
CIK 0001277403 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.45B
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CMI
CUMMINS INC
6.2%
MS
MORGAN STANLEY
5.5%
LAMR
LAMAR ADVERTISING CO
4.7%
AVGO
BROADCOM INC
4.7%
SPG
SIMON PPTY GROUP INC NEW
4.4%
ORI
OLD REP INTL CORP
4.3%
ABBV
ABBVIE INC
4.2%
SNA
SNAP ON INC
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.