Mark Hillman's Portfolio Snapshot: Top Holdings Show Significant Share Changes
Mark A. Hillman's Hillman Value Fund portfolio, valued at $144 million as of March 31, 2026, features top holdings in Healthcare, Basic Materials, and Consumer sectors. Notable changes include substantial reductions in Warner Bros Discovery and GlaxoSmithKline shares.
As of March 31, 2026, Mark A. Hillman's Hillman Value Fund portfolio, valued at approximately $144 million, holds a diverse set of top stocks across various sectors. The fund's largest allocations are concentrated in Healthcare, Basic Materials, and Consumer Cyclical sectors, reflecting Hillman's investment strategy.
The Healthcare sector dominates Hillman's top holdings, with seven of the ten largest positions falling within this sector. Key Healthcare holdings include BioGen Inc (BIIB), GlaxoSmithKline PLC (GSK), Pfizer Inc (PFE), Zimmer Biomet Holdings (ZBH), and CVS Health Corp (CVS). Among these, Warner Bros Discovery Inc (WBD) in Communication Services and International Flavors & Fragrances (IFF) in Basic Materials round out the top ten allocations.
Examining the changes in positions from the prior period reveals a mixed picture. Notably, Warner Bros Discovery Inc (WBD) saw a significant reduction in its position, with a 40.64% decrease in shares and a corresponding reduction of 134,418 shares. Similarly, GlaxoSmithKline PLC (GSK) experienced a substantial 31.28% decline in its position. On the other hand, CARMAX Inc (KMX) showed impressive growth with a 19.34% increase in its position.
For more detailed information about Mark Hillman and his investment approach, visit Mark Hillman's profile. To learn more about the individual stocks in this portfolio, explore profiles for companies like BioGen Inc (BIIB), DUPONT DE NEMOURS INC (DD), WARNER BROS DISCOVERY INC (WBD), GSK PLC (GSK), INTERNATIONAL FLAVORS&FRAGRA (IFF), PFIZER INC (PFE), ZIMMER BIOMET HOLDINGS INC (ZBH)", CVS HEALTH CORP (CVS)", BROWN FORMAN CORP (BF-B)", and CARMAX INC (KMX)".