Hi-Line Capital Management, Llc Portfolio Stock Holdings
Hi-Line Capital Management, Llc disclosed 32 stock positions valued at approximately $355.5 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, ISHARES TR, and SIRIUSXM HOLDINGS INC. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 32
- Portfolio Value
- $355.5M
Holdings by Sector
Hi-Line Capital Management, Llc Portfolio Holdings in Q2 2026
29 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 10.53% | 50 | - | - | $37,442,500 |
| ISHARES TR | IDEV | Other | 10.50% | 419,487 | +23,908 | +6.04% | $37,338,538 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 5.63% | 677,658 | +9,981 | +1.49% | $20,018,017 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 5.04% | 35,777 | +1,806 | +5.32% | $17,902,453 |
| ISHARES INC | IEMG | Other | 4.75% | 203,656 | +13,261 | +6.96% | $16,870,863 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 4.47% | 74,679 | +4,730 | +6.76% | $15,889,451 |
| ADOBE INC | ADBE | Technology | 3.49% | 60,576 | +27,465 | +82.95% | $12,419,292 |
| EAGLE MATLS INC | EXP | Basic Materials | 3.36% | 53,020 | +688 | +1.31% | $11,942,753 |
| LIBERTY BROADBAND CORP | LBRDK | Communication Services | 3.24% | 346,317 | +9,872 | +2.93% | $11,518,503 |
| CHUBB LIMITED | CB | Financial Services | 3.13% | 32,537 | +549 | +1.72% | $11,119,488 |
| BROWN & BROWN INC | BRO | Financial Services | 2.98% | 165,254 | +52,012 | +45.93% | $10,601,044 |
| AERCAP HOLDINGS NV | AER | Other | 2.77% | 67,536 | +743 | +1.11% | $9,845,398 |
| SUNCOR ENERGY INC NEW | SU | Energy | 2.56% | 169,780 | +169,780 | +100.00% | $9,113,790 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.45% | 26,580 | -4,061 | -13.25% | $8,700,431 |
| THE CIGNA GROUP | CI | Healthcare | 2.44% | 31,518 | +575 | +1.86% | $8,688,882 |
| NOBLE CORP PLC | NE | Energy and Utilities | 2.43% | 231,912 | +4,323 | +1.90% | $8,650,318 |
| COMCAST CORP NEW | CMCSA | Communication Services | 2.41% | 349,268 | +87,783 | +33.57% | $8,574,529 |
| CRH PLC | CRH | Other | 2.33% | 77,483 | +727 | +0.95% | $8,290,681 |
| ISHARES TR | IVV | Other | 2.32% | 10,992 | +665 | +6.44% | $8,231,799 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 2.26% | 74,202 | +1,556 | +2.14% | $8,033,109 |
| MOHAWK INDS INC | MHK | Consumer Cyclical | 2.23% | 65,311 | +1,152 | +1.80% | $7,924,184 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.13% | 105,055 | +105,055 | +100.00% | $7,580,769 |
| ISHARES TR | IJH | Other | 2.10% | 97,011 | +5,710 | +6.25% | $7,480,518 |
| KROGER CO | KR | Consumer Defensive | 2.05% | 130,977 | +130,977 | +100.00% | $7,273,153 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.03% | 21,290 | +370 | +1.77% | $7,201,342 |
| WARRIOR MET COAL INC | HCC | Basic Materials | 1.84% | 80,456 | +1,367 | +1.73% | $6,529,809 |
| PACCAR INC | PCAR | Industrials | 1.45% | 42,812 | +798 | +1.90% | $5,142,577 |
| GREEN BRICK PARTNERS INC | GRBK | Consumer Cyclical | 1.44% | 63,771 | +337 | +0.53% | $5,104,231 |
| ISHARES TR | IJR | Other | 1.36% | 32,580 | +2,024 | +6.62% | $4,831,940 |