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Hamlin Capital Management, LLC

Q2 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    30

  • Value ($000)

    $4,447,595

  • Date Filed
    07/07/2026
  • Form type
    13F-HR
  • CIK
    0001277403
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CMI

CUMMINS INC

COM
231021106
$274.13M
6 %

384,365

---

MORGAN STANLEY

COM NEW
617446448
$246.31M
6 %

1,178,300

L
LAMR

LAMAR ADVERTISING CO

CL A
512816109
$209.05M
5 %

1,340,213

A
AVGO

BROADCOM INC

COM
11135F101
$208.11M
5 %

550,927

S
SPG

SIMON PPTY GROUP INC NEW

COM
828806109
$193.81M
4 %

866,580

O
ORI

OLD REP INTL CORP

COM
680223104
$190.89M
4 %

4,665,045

A
ABBV

ABBVIE INC

COM
00287Y109
$185.86M
4 %

738,590

S
SNA

SNAP ON INC

COM
833034101
$184.07M
4 %

457,430

P
PEG

PUBLIC SVC ENTERPRISE GROUP

COM
744573106
$182.3M
4 %

2,246,234

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$181.54M
4 %

714,820

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