Holdings
Hamlin Capital Management, LLC
As of Sep 30, 2026, Hamlin Capital Management, LLC reported 27 positions worth US$3.94B. Largest: Morgan Stanley, Abbvie Inc. and Lamar Advertising Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Morgan Stanley | 1.17M | US$220M | −8,601 | Sep 30, 2026 |
| Abbvie Inc. | 729K | US$191M | −9,785 | Sep 30, 2026 |
| Lamar Advertising Company | 1.32M | US$190M | −19,873 | Sep 30, 2026 |
| Johnson & Johnson | 710K | US$188M | −4,916 | Sep 30, 2026 |
| Broadcom Inc. | 518K | US$182M | −33,357 | Sep 30, 2026 |
| Conocophillips | 1.44M | US$180M | −9,413 | Sep 30, 2026 |
| Cummins Inc. | 346K | US$179M | −38,560 | Sep 30, 2026 |
| Old Republic International Corporation | 4.6M | US$172M | −65,979 | Sep 30, 2026 |
| Snap-on Incorporated | 469K | US$170M | +11,233 | Sep 30, 2026 |
| Enterprise Products Partners L.p. | 4.76M | US$169M | −34,946 | Sep 30, 2026 |