Arkolith/Funds/Huber Capital Management LLC

Huber Capital Management LLC

CIK 1511697
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Huber Capital Management LLC holds a diversified book of 99 stocks worth $678.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Fedex Freight Holding Co and trimmed Enova International Inc. Their largest long position is Golar LNG Ltd at 7% of the equity book.

Opened
2
bought for the first time
Added to
26
already held, bought more
Trimmed
29
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
44%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
26%
Industrials
23%
Health Care
11%
Information Technology
11%
Energy
8%
Consumer Discretionary
6%
Utilities
5%
Communication Services
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Huber Capital Management LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.79 / 80$780.6B
STATE STREET CORP79 / 80$471.7B
FMR LLC79 / 80$226.9B
MORGAN STANLEY79 / 80$180.2B
JPMORGAN CHASE & CO79 / 80$165.4B
BANK OF AMERICA CORP /DE/79 / 80$122.1B
NORTHERN TRUST CORP79 / 80$101.1B
GOLDMAN SACHS GROUP INC79 / 80$80.2B

Ranked by how many of Huber Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

99 positions
#SecurityValueShares% PortLast moveHistory
1Golar LNG Ltd
SHS
$47.9M960.4K
7.1%
+0.4%
Added · +4K sh
2KBR Inc
COM
$39.5M1.14M
5.8%
+32%
Added · +276K sh
3Citigroup Inc
COM NEW
$37.6M268.8K
5.5%
Held
4Eli Lilly & Co
COM
$26.9M22.4K
4.0%
Held
5Microsoft Corp
COM
$26.0M69.7K
3.8%
+38%
Added · +19K sh
6Oracle Corp
COM
$25.3M172.3K
3.7%
+6.5%
Added · +10K sh
7Enova Intl Inc
COM
$24.8M102.9K
3.7%
−1.1%
Reduced · −1K sh
8Dollar Gen Corp
COM
$23.8M206.4K
3.5%
+15%
Added · +27K sh
9Pfizer Inc
COM
$23.7M984.3K
3.5%
+0.9%
Added · +9K sh
10Fedex Corp
COM
$23.5M75.2K
3.5%
−9.6%
Reduced · −8K sh
11BP PLC
SPONSORED ADR
$23.0M623.1K
3.4%
+9.7%
Added · +55K sh
12Upbound Group Inc
COM
$22.5M1.06M
3.3%
−38%
Reduced · −641K sh
13Philip Morris Intl Inc
COM
$22.5M124.2K
3.3%
−13%
Reduced · −19K sh
14Bank Of Amer Corp
COM
$19.5M341.7K
2.9%
−16%
Reduced · −67K sh
15AT&T Inc
COM
$16.9M817.7K
2.5%
+0.9%
Added · +7K sh
16First Horizon Corporation
COM
$14.7M574.3K
2.2%
Held
17Tenet Healthcare Corp
COM NEW
$14.1M75.3K
2.1%
+19%
Added · +12K sh
18Tetra Technologies Inc Del
COM
$12.3M1.08M
1.8%
+9.6%
Added · +95K sh
19Cno Finl Group Inc
COM
$11.2M219.0K
1.6%
Held
20O-I Glass Inc
COM
$11.0M1.14M
1.6%
+75%
Added · +489K sh
21Mastercard Incorporated
CL A
$10.0M19.4K
1.5%
+5.4%
Added · +1K sh
22Shell PLC
SPON ADS
$8.2M106.3K
1.2%
−9.4%
Reduced · −11K sh
23General MTRS Co
COM
$8.1M105.6K
1.2%
Held
24United Rentals Inc
COM
$8.1M7.1K
1.2%
Held
25Weave Communications Inc
COM
$7.9M1.32M
1.2%
−2.8%
Reduced · −39K sh
26Cheniere Energy Inc
COM NEW
$7.8M32.4K
1.1%
+14%
Added · +4K sh
27Truist Finl Corp
COM
$7.6M153.5K
1.1%
+1.3%
Added · +2K sh
28Constellation Energy Corp
COM
$7.5M30.3K
1.1%
+30%
Added · +7K sh
29Unitedhealth Group Inc
COM
$7.3M17.6K
1.1%
+0.3%
Added · +56 sh
30JPMorgan Chase & Co
COM
$6.3M19.3K
0.9%
Held
31Northrop Grumman Corp
COM
$6.3M12.3K
0.9%
Held
32Carter Bankshares Inc
COM NEW
$6.2M183.6K
0.9%
−3.7%
Reduced · −7K sh
33First CTZNS Bancshares Inc D
CL A
$6.1M2.9K
0.9%
Held
34Regions Financial Corp New
COM
$5.5M181.5K
0.8%
−37%
Reduced · −105K sh
35Fedex FGHT Hldg Co Inc
COMMON STOCK
$5.4M35.6K
0.8%
New
New position
36Northrim Bancorp Inc
COM
$5.3M192.7K
0.8%
Held
37First Utd Corp
COM
$5.3M119.9K
0.8%
Held
38Herbalife Ltd
COM SHS
$4.8M368.2K
0.7%
+13%
Added · +43K sh
39C & F Finl Corp
COM
$4.8M60.4K
0.7%
Held
40W & T Offshore Inc
COM
$4.4M1.39M
0.6%
−20%
Reduced · −339K sh
41National Fuel Gas Co
COM
$4.3M55.2K
0.6%
−1.3%
Reduced · −724 sh
42Kenvue Inc
COM
$4.2M219.0K
0.6%
Held
43Commercial Veh Group Inc
COM
$4.1M879.6K
0.6%
−10.0%
Reduced · −97K sh
44Lyft Inc
CL A COM
$4.0M270.8K
0.6%
−23%
Reduced · −82K sh
45Lionsgate Studios Corp
COM
$3.6M238.1K
0.5%
−9.8%
Reduced · −26K sh
46Vistra Corp
COM
$3.4M21.5K
0.5%
+17%
Added · +3K sh
47Merck & Co Inc
COM
$3.3M25.3K
0.5%
Held
48Science Applications Intl Co
COM
$3.2M29.3K
0.5%
+1.7%
Added · +500 sh
49Chevron Corporation
COM
$3.1M18.6K
0.5%
+16%
Added · +3K sh
50F5 Inc
COM
$2.9M6.9K
0.4%
Held
Showing 50 of 99 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202699$678.5M13F-HR
Q1 2026Mar 31, 2026May 12, 202699$647.4M13F-HR
Q4 2025Nov 13, 2025Nov 13, 2025107$631.4M13F-HR
Amended / restated
  • Q1 2026 · filed Feb 13, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.