Mark Hillman's Portfolio Snapshot: Top Holdings & Significant Share Changes
Mark A. Hillman's Hillman Value Fund portfolio, valued at $144M as of March 31, 2026, features significant changes in top holdings, including notable reductions in Warner Bros Discovery and GSK PLC.
As of March 31, 2026, Mark A. Hillman's Hillman Value Fund portfolio, valued at approximately $144 million, is heavily concentrated in the Healthcare sector, with four of the top ten holdings belonging to this sector. The fund also includes significant positions in Basic Materials and Consumer Cyclical stocks.
Among the top holdings, several stocks show significant changes in share count compared to the previous period:
In Healthcare, BIOGEN INC (BIIB) saw a reduction of 22.98% in its position, while PFIZER INC (PFE) experienced a 13.21% decrease. Notably, ZIMMER BIOMET HOLDINGS INC (ZBH) increased its position by 5.46%, and CVS HEALTH CORP (CVS) decreased by 18.09%.
In Basic Materials, INTERNATIONAL FLAVORS&FRAGRA (IFF) saw an 8.19% reduction, while DUPONT DE NEMOURS INC (DD) significantly increased its position by 65.65%.
In the Consumer space, CARMAX INC (KMX) showed a substantial increase of 19.34% in shares, while BROWN FORMAN CORP (BF-B) decreased by 6.28%.
For detailed information on Mark A. Hillman's investment activities, visit Mark A. Hillman's profile. For specific stock analysis, explore the profiles at BIOGEN INC, DUPONT DE NEMOURS INC, WARNER BROS DISCOVERY INC, and other relevant company pages.