account_balance
Investment manager · 13F filer · SEC CIK 1277403
Hamlin Capital Management, LLC
Reported value$4.45Bas of Jun 30, 2026
Positions30 1 new, 1 sold out
Top 10 weight46.2%CMI alone is 6%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CMICummins Inc
6.2%Trimmed −9%
MSMorgan Stanley
5.5%Trimmed −9%
LAMRLamar Advertising Co
4.7%Trimmed −3%
AVGOBroadcom Inc
4.7%Trimmed −10%
SPGSimon Ppty Group Inc New
4.4%Trimmed −3%
ORIOld Rep Intl Corp
4.3%
ABBVAbbvie Inc
4.2%Trimmed −12%
SNASnap On Inc
4.1%Trimmed −3%
PEGPublic SVC Enterprise Group
4.1%
JNJJohnson & Johnson
4.1%Trimmed −3%
CVSCVS Health Corp
4.0%Added +5%
EPDEnterprise Prods Partners L
4.0%
CMICummins Inc
6.2%Trimmed −9%
MS5.5%LAMR4.7%AVGO4.7%SPG4.4%ORI4.3%ABBV4.2%SNA4.1%PEG4.1%JNJ4.1%CVS4.0%EPD4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CMI Cummins Inc 6.2% Trimmed −9%MS Morgan Stanley 5.5% Trimmed −9%LAMR Lamar Advertising Co 4.7% Trimmed −3%AVGO Broadcom Inc 4.7% Trimmed −10%SPG Simon Ppty Group Inc New 4.4% Trimmed −3%ORI Old Rep Intl Corp 4.3% HeldABBV Abbvie Inc 4.2% Trimmed −12%SNA Snap On Inc 4.1% Trimmed −3%PEG Public SVC Enterprise Group 4.1% HeldJNJ Johnson & Johnson 4.1% Trimmed −3%CVS CVS Health Corp 4.0% Added +5%EPD Enterprise Prods Partners L 4.0% Held
What changed