Hillman Capital Management, Inc.
Hillman Capital Management, Inc. is an investment advisory firm headquartered in Bethesda, Maryland. Founded in 1998 by Mark Hillman, the firm manages assets for individuals (including high-net-worth individuals), pension plans, and investment companies. The firm currently manages approximately $329 million in assets and has 7 employees. Hillman Capital Management is a registered investment adviser specializing in equity investment strategies and portfolio management for both individual and institutional clients.
Investment Strategy
Hillman Capital Management focuses on long-term equity investments, utilizing a fundamental, value-oriented investment approach. The firm seeks to identify companies with strong balance sheets and attractive valuations, aiming for long-term capital appreciation while managing risk through in-depth research and a disciplined investment process. They manage both separate accounts for individuals and institutional clients and a long/short hedge fund strategy.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T T | AT&T INC | 3.72% | $6.8M | 235,864 | $22.35 | $28.94 | -$633.6K |
W WBD | WARNER BROS DISCOVERY INC | 3.72% | $6.8M | 595,547 | $10.52 | $11.46 | -$235.7K |
B BA | BOEING CO | 3.61% | $6.6M | 31,577 | $186.29 | $209.53 | +$214.2K |
E EL | LAUDER ESTEE COS INC | 3.60% | $6.6M | 81,599 | $116.23 | $80.80 | +$305.1K |
M MSFT | MICROSOFT CORP | 3.55% | $6.5M | 13,095 | $181.93 | $497.41 | +$452.9K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Director - Platform Distribution | Boston, MA , United States | |
 | Analyst | SC , United States |