DOSSIER · 13F-HR · Q2 2026
Hamlin Capital Management, LLC
$4.4B in tracked AUM across 30 positions as of Q2 2026.
HC
CIK 0001277403 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The SEC 13F filing for Hamlin Capital Management, LLC reveals a period of significant transformation and aggressive capital deployment. As of the report date December 31, 2025, the firm managed a total portfolio value of approximately $4.17 billion across 30 holdings. This represents a remarkable +261.6% increase in portfolio value from the prior quarter ($1.15B).
This surge in assets under management (AUM) is not attributable solely to market appreciation bu...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 86