StockDriftsStockDriftsTop 32 Hi-Line Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 10.53% | 50 | $37.4M | +0.00%(+0) | $383688.29(+94.79%) | 2026-06-30 | |
| IDEV | ISHARES TR | 10.5% | 419.5K | $37.3M | +6.04%(+23.91K) | $73.57(+26.96%) | 2026-06-30 | |
| SIRI | SIRIUSXM HOLDINGS INC | 5.63% | 677.7K | $20.0M | +1.49%(+9.98K) | $24.64(+15.54%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.04% | 35.8K | $17.9M | +5.32%(+1.81K) | $316.29(+58.50%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.75% | 203.7K | $16.9M | +6.96%(+13.26K) | $58.75(+40.65%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.47% | 74.7K | $15.9M | +6.76%(+4.73K) | $180.89(+22.59%) | 2026-06-30 | |
| ADBE | ADOBE INC | 3.49% | 60.6K | $12.4M | +82.95%(+27.46K) | $283.35(-6.82%) | 2026-06-30 | |
| EXP | EAGLE MATLS INC | 3.36% | 53.0K | $11.9M | +1.31%(+688) | $216.08(-3.36%) | 2026-06-30 | |
| LBRDK | LIBERTY BROADBAND CORP | 3.24% | 346.3K | $11.5M | +2.93%(+9.87K) | $80.91(-55.10%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 3.13% | 32.5K | $11.1M | +1.72%(+549) | $212.88(+62.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.93% | +40.24% | +7.54% | +43.82% |
| Top 20 Holdings Unweighted | +12.01% | +40.54% | +8.13% | +47.81% |
Hi-Line Capital Management, LLC reports $355.45M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (10.5%), IDEV (10.5%) and SIRI (5.6%). The top 20 holdings account for 79.09% of reported assets. Its disclosed equity book has returned +40.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hi-Line Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1776074). View Hi-Line Capital Management, LLC’s 13F filings on SEC