Free Trial

Hi-Line Capital Management, LLC Top Holdings and 13F Report (2025)

About Hi-Line Capital Management, LLC

Investment Activity

  • Hi-Line Capital Management, LLC has $267.33 million in total holdings as of March 31, 2025.
  • Hi-Line Capital Management, LLC owns shares of 39 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 11.63% of the portfolio was purchased this quarter.
  • About 1.10% of the portfolio was sold this quarter.
  • This quarter, Hi-Line Capital Management, LLC has purchased 37 new stocks and bought additional shares in 32 stocks.
  • Hi-Line Capital Management, LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway
$39,123,638
Berkshire Hathaway
$14,061,177
Liberty Broadband
$14,060,381
SIRIUSXM HOLDINGS INC
$11,801,857

Largest New Holdings this Quarter

26969P108 - Eagle Materials
$4,770,205 Holding
218937100 - CORE NATURAL RESOURCES INC
$2,152,092 Holding
12685J105 - Cable One
$364,902 Holding

Largest Purchases this Quarter

Berkshire Hathaway
6 shares (about $4.79M)
Eagle Materials
21,470 shares (about $4.77M)
CORE NATURAL RESOURCES INC
27,913 shares (about $2.15M)
Liberty Broadband
25,132 shares (about $2.14M)
LIBERTY GLOBAL LTD
174,234 shares (about $2.01M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHi-Line Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$39,123,638$4,790,650 14.0%4914.6%Finance
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$15,627,283$1,806,709 13.1%226,8445.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$14,061,177$1,055,041 8.1%26,4025.3%Finance
Liberty Broadband Co. stock logo
LBRDK
Liberty Broadband
$14,060,381$2,137,477 17.9%165,3195.3%Consumer Discretionary
SIRIUSXM HOLDINGS INC
$11,801,857$1,964,008 20.0%523,4804.4%COMMON STOCK
LIBERTY GLOBAL LTD
$11,527,737$2,005,433 21.1%1,001,5414.3%COM CL A
Brookfield Co. stock logo
BN
Brookfield
$11,292,783$245,908 2.2%215,4704.2%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$10,587,801$221,802 2.1%100,8174.0%Energy
SUNRISE COMMUNICATIONS AG
$9,669,107$1,682,424 21.1%200,2303.6%ADS CL A
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$9,658,344$1,435,753 17.5%73,0423.6%Retail/Wholesale
Comcast Co. stock logo
CMCSA
Comcast
$8,991,165$825,121 10.1%243,6633.4%Consumer Discretionary
Chubb Limited stock logo
CB
Chubb
$8,875,576$192,039 2.2%29,3023.3%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,944,328$918,639 13.1%45,8603.0%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$7,260,113$154,425 2.2%27,2212.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,998,654$147,425 2.2%28,5312.6%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$6,662,597$772,041 13.1%123,4502.5%ETF
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$6,410,939$970,657 17.8%597,4782.4%Consumer Discretionary
CRH PLC
$6,270,018$134,718 2.2%70,9762.3%ORD
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$5,880,937$122,399 2.1%13,1652.2%Aerospace
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,417,856$401,390 8.0%92,8512.0%ETF
American Express stock logo
AXP
American Express
$5,192,934$111,387 2.2%19,3011.9%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$4,906,104$102,181 2.1%44,6051.8%Transportation
Eagle Materials Inc. stock logo
EXP
Eagle Materials
$4,770,205$4,770,205 New Holding21,4701.8%Construction
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,881,043$447,834 13.0%6,9071.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,853,300$229,740 6.3%36,8491.4%ETF
Everest Group, Ltd. stock logo
EG
Everest Group
$3,844,031$82,839 2.2%10,5801.4%Finance
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$3,159,718$64,133 2.1%63,7041.2%Energy
CNH Industrial stock logo
CNHI
CNH Industrial
$2,804,580$60,160 2.2%228,3861.0%Industrials
Viasat, Inc. stock logo
VSAT
Viasat
$2,784,193$579,592 26.3%267,1971.0%Computer and Technology
Loews Co. stock logo
L
Loews
$2,711,161$56,984 2.1%29,4981.0%Finance
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$2,240,147$46,378 2.1%46,6600.8%Consumer Staples
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,206,9050.0%34,7380.8%ETF
CORE NATURAL RESOURCES INC
$2,152,092$2,152,092 New Holding27,9130.8%COM SHS
Alpha Metallurgical Resources, Inc. stock logo
AMR
Alpha Metallurgical Resources
$1,446,763$30,311 2.1%11,5510.5%Basic Materials
Markel Group Inc. stock logo
MKL
Markel Group
$998,3720.0%5340.4%Multi-Sector Conglomerates
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$795,183$17,401 2.2%4,5240.3%Finance
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$579,1640.0%5,5780.2%Computer and Technology
HF Sinclair Co. stock logo
DINO
HF Sinclair
$521,6080.0%15,8640.2%Energy
Cable One, Inc. stock logo
CABO
Cable One
$364,902$364,902 New Holding1,3730.1%Consumer Discretionary
CONSOL ENERGY INC NEW
$0$2,944,360 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data