Hi-Line Capital Management, LLC

Hi-Line Capital Management, LLC reported 32 holdings worth US$355M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Hi-Line Capital Management, LLC reported 32 holdings worth US$355M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Siriusxm Holdings Inc. and Adobe Inc. Filed Jul 24, 2026 (Form 13F).

Holdings
32
Value as reported
US$355M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.111KUS$55.3M15.6%
Siriusxm Holdings Inc.678KUS$20M5.6%
Adobe Inc.60,576US$12.4M3.5%
Eagle Materials Inc53,020US$11.9M3.4%
Liberty Broadband Corporation346KUS$11.5M3.2%
Brown & Brown, Inc.165KUS$10.6M3.0%
Suncor Energy Inc.170KUS$9.11M2.6%
Jp Morgan Chase & Co.26,580US$8.7M2.4%
The Cigna Group31,518US$8.69M2.4%
Comcast Corporation349KUS$8.57M2.4%
Cf Industries Holdings, Inc.74,202US$8.03M2.3%
Mohawk Industries, Inc.65,311US$7.92M2.2%
Uber Technologies, Inc.105KUS$7.58M2.1%
Danaos Corporation61,467US$7.52M2.1%
Kroger Company (the)131KUS$7.27M2.0%
American Express Company21,290US$7.2M2.0%
Warrior Met Coal, Inc.80,456US$6.53M1.8%
Paccar Inc.42,812US$5.14M1.4%
Green Brick Partners, Inc.63,771US$5.1M1.4%
Versant Media Group, Inc.127KUS$4.58M1.3%
Gci Liberty, Inc. - Series A Gci Group143KUS$3.09M0.87%
Charter Communications, Inc.0US$00.00%
Markel Group Inc.0US$00.00%
United Parcel Service, Inc.0US$00.00%

Source

View original at SEC

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