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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.
Latest 13F Filing Activity
Hillman Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $183M. The fund increased holdings in Taiwan Semiconductor MFG LTD, Nike Inc., Microsoft Corp. among other positions. Hillman Capital Management, Inc. reduced exposure to Western Un Co., Brown Forman Corp., Zimmer Biomet Holdings Inc. among others.
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 (3)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Director - Platform Distribution | Boston, MA , United States | |
 | Analyst | SC , United States | |
 | Managing Director-Head of Business Development | Milton, MA , United States |
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