Hi-Line Capital Management, LLC holds a focused book of 32 stocks worth $355.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Suncor Energy Inc and trimmed JPMorgan Chase & Co. Their largest long position is Berkshire Hathaway Inc-CL A at 11% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Hi-Line Capital Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +23.7%, a 4.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hi-Line Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hi-Line Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 60 / 32 | $335.8B |
| MORGAN STANLEY | 60 / 32 | $106.6B |
| BANK OF AMERICA CORP /DE/ | 60 / 32 | $92.1B |
| JPMORGAN CHASE & CO | 60 / 32 | $57.0B |
| GOLDMAN SACHS GROUP INC | 60 / 32 | $46.3B |
| ROYAL BANK OF CANADA | 60 / 32 | $45.8B |
| NORTHERN TRUST CORP | 60 / 32 | $45.7B |
| WELLS FARGO & COMPANY/MN | 60 / 32 | $44.3B |
Ranked by how many of Hi-Line Capital Management, LLC's top 32 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL A | $37.4M | 50 | 10.5% | —Held | |
| 2 | Ishares TR CORE MSCI INTL | $37.3M | 419.5K | 10.5% | ▲+6.0% Added · +24K sh | |
| 3 | Siriusxm Holdings Inc COMMON STOCK | $20.0M | 677.7K | 5.6% | ▲+1.5% Added · +10K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $17.9M | 35.8K | 5.0% | ▲+5.3% Added · +2K sh | |
| 5 | Ishares Inc CORE MSCI EMKT | $16.9M | 203.7K | 4.7% | ▲+7.0% Added · +13K sh | |
| 6 | Invesco Exchange Traded FD T S&P500 EQL WGT | $15.9M | 74.7K | 4.5% | ▲+6.8% Added · +5K sh | |
| 7 | Adobe Inc COM | $12.4M | 60.6K | 3.5% | ▲+83% Added · +27K sh | |
| 8 | Eagle Matls Inc COM | $11.9M | 53.0K | 3.4% | ▲+1.3% Added · +688 sh | |
| 9 | Liberty Broadband Corp COM SER C | $11.5M | 346.3K | 3.2% | ▲+2.9% Added · +10K sh | |
| 10 | Chubb Limited COM | $11.1M | 32.5K | 3.1% | ▲+1.7% Added · +549 sh | |
| 11 | Brown & Brown Inc COM | $10.6M | 165.3K | 3.0% | ▲+46% Added · +52K sh | |
| 12 | Aercap Holdings NV SHS | $9.8M | 67.5K | 2.8% | ▲+1.1% Added · +743 sh | |
| 13 | Suncor Energy Inc New COM | $9.1M | 169.8K | 2.6% | ▲New New position | |
| 14 | JPMorgan Chase & Co COM | $8.7M | 26.6K | 2.4% | ▼−13% Reduced · −4K sh | |
| 15 | The Cigna Group COM | $8.7M | 31.5K | 2.4% | ▲+1.9% Added · +575 sh | |
| 16 | Noble Corp PLC ORD SHS A | $8.7M | 231.9K | 2.4% | ▲+1.9% Added · +4K sh | |
| 17 | Comcast Corp New CL A | $8.6M | 349.3K | 2.4% | ▲New New position | |
| 18 | CRH PLC ORD | $8.3M | 77.5K | 2.3% | ▲+0.9% Added · +727 sh | |
| 19 | Ishares TR CORE S&P500 ETF | $8.2M | 11.0K | 2.3% | ▲+6.4% Added · +665 sh | |
| 20 | CF Industries Hold COM | $8.0M | 74.2K | 2.3% | ▲+2.1% Added · +2K sh | |
| 21 | Mohawk Inds Inc COM | $7.9M | 65.3K | 2.2% | ▲+1.8% Added · +1K sh | |
| 22 | Uber Technologies Inc COM | $7.6M | 105.1K | 2.1% | ▲New New position | |
| 23 | Danaos Corporation SHS | $7.5M | 61.5K | 2.1% | ▲+2.0% Added · +1K sh | |
| 24 | Ishares TR CORE S&P MCP ETF | $7.5M | 97.0K | 2.1% | ▲+6.3% Added · +6K sh | |
| 25 | Kroger Co COM | $7.3M | 131.0K | 2.0% | ▲New New position | |
| 26 | American Express Co COM | $7.2M | 21.3K | 2.0% | ▲+1.8% Added · +370 sh | |
| 27 | Warrior Met Coal Inc COM | $6.5M | 80.5K | 1.8% | ▲+1.7% Added · +1K sh | |
| 28 | Paccar Inc COM | $5.1M | 42.8K | 1.4% | ▲+1.9% Added · +798 sh | |
| 29 | Green Brick Partners Inc COM | $5.1M | 63.8K | 1.4% | ▲+0.5% Added · +337 sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $4.8M | 32.6K | 1.4% | ▲+6.6% Added · +2K sh | |
| 31 | Versant Media Group Inc COM CL A | $4.6M | 127.3K | 1.3% | ▲+1.7% Added · +2K sh | |
| 32 | Liberty Cap Corp SER C GCI GROUP | $3.1M | 143.2K | 0.9% | ▲+1.1% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 32 | $355.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 32 | $318.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37 | $300.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 39 | $316.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 38 | $282.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 39 | $267.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 37 | $228.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 30 | $203.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.