Long-term investor
Hamlin Capital Management, LLC @hamlincapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001277403).
Record
- Tracked since 2025-06-30 (446 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CMI · 6.2% · long · since 2025-06-30
- MS · 5.5% · long · since 2025-06-30
- LAMR · 4.7% · long · since 2025-06-30
- AVGO · 4.7% · long · since 2025-06-30
- 828806109 · 4.4% · long · since 2025-06-30
- 680223104 · 4.3% · long · since 2025-06-30
- ABBV · 4.2% · long · since 2025-06-30
- SNA · 4.1% · long · since 2025-06-30
- 744573106 · 4.1% · long · since 2025-06-30
- JNJ · 4.1% · long · since 2025-06-30
- CVS · 4.0% · long · since 2025-12-31
- EPD · 4.0% · long · since 2025-06-30