Hamlin Capital Management, LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$8.3B
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CMI
CUMMINS INC
Q4 2025: Sold 9.2% (523.2k → 474.9k shares)
5.5%
02
$CME
CME GROUP INC
Q4 2025: Sold 7.5% (789.5k → 730.1k shares)
5.1%
03
$DWD
MORGAN STANLEY
Q4 2025: Sold 7.7% (1.51M → 1.40M shares)
5.1%
04
$COP
CONOCOPHILLIPS
Q4 2025: Sold 5.3% (1.52M → 1.44M shares)
4.8%
05
$AVGO
BROADCOM INC
Q4 2025: Sold 22.8% (881.1k → 679.9k shares)
4.6%
06
$ORI
OLD REP INTL CORP
Q4 2025: Sold 7.7% (5.18M → 4.79M shares)
4.6%
07
$EPD
ENTERPRISE PRODS PARTNERS L
Q3 2025: Sold 1.5% (5.00M → 4.92M shares)
4.4%
08
$PEG
PUBLIC SVC ENTERPRISE GROUP
Q4 2025: Sold 3.6% (2.37M → 2.29M shares)
4.4%
09
$ABBV
ABBVIE INC
Q4 2025: Sold 11.9% (1.06M → 935.2k shares)
4.4%
10
$JNJ
JOHNSON & JOHNSON
Q4 2025: Sold 3.4% (865.9k → 836.1k shares)
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:28 UTC.