Hamlin Capital Management
$4.4B 13F equity value
31 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Hamlin Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CMI | CUMMINS INC | 384,365 | $274M | 6.2% |
| MS | MORGAN STANLEY | 1,178,300 | $246M | 5.5% |
| LAMR | LAMAR ADVERTISING CO | 1,340,213 | $209M | 4.7% |
| AVGO | BROADCOM INC | 550,927 | $208M | 4.7% |
| SPG | SIMON PPTY GROUP INC NEW | 866,580 | $194M | 4.4% |
| ORI | OLD REP INTL CORP | 4,665,045 | $191M | 4.3% |
| ABBV | ABBVIE INC | 738,590 | $186M | 4.2% |
| SNA | SNAP ON INC | 457,430 | $184M | 4.1% |
| PEG | PUBLIC SVC ENTERPRISE GROUP | 2,246,234 | $182M | 4.1% |
| JNJ | JOHNSON & JOHNSON | 714,820 | $182M | 4.1% |
Track Hamlin Capital Management's 13F portfolio: $4.4B in reported holdings, 31 positions. Top holdings and quarterly changes on SentiSense.
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