Hyman Charles D Portfolio Holdings

Hyman Charles D

  • $1.79 Billion
  • Q2 2024

Hyman Charles D has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $133M, Microsoft Corp with a value of $123M, Apple Inc. with a value of $101M, Costco Wholesale Corp with a value of $62M, and Frp Holdings, Inc. with a value of $55.3M.

Examining the 13F form we can see an decrease of $15.1M in the current position value, from $1.81B to 1.79B.

Below you can find more details about Hyman Charles D portfolio as well as his latest detailed transactions.

Portfolio value $1.79 Billion
Technology: $328 Million
Financial Services: $296 Million
Industrials: $268 Million
Consumer Defensive: $178 Million
Healthcare: $152 Million
Consumer Cyclical: $148 Million
ETFs: $96.4 Million
Basic Materials: $89.2 Million
Other: $237 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.46B
$1.19 Million 0.07% of portfolio
7,480
Q4 2023 Reduced 3.86%
$4.43B
$809,000 0.05% of portfolio
36,473
Q2 2024 Reduced 6.22%
$4.98B
$554,000 0.03% of portfolio
305
Q4 2023 Reduced 12.86%
$3.56B
$549,000 0.03% of portfolio
5,235
Q3 2020 New
$8.06B
$270,000 0.02% of portfolio
3,534
Q4 2020 New
$4.53B
$284,000 0.02% of portfolio
5,644
Q3 2023 New
$7.82B
$303,000 0.02% of portfolio
6,300
Q1 2023 New
$6.45B
$239,000 0.01% of portfolio
1,300
Q4 2022 New
$7.76B
$221,000 0.01% of portfolio
5,521
Q4 2023 New
$8.36B
$217,000 0.01% of portfolio
1,036
Q3 2023 Reduced 15.29%
$5.07B
$209,000 0.01% of portfolio
2,325
Q1 2024 New
$5.02B
$264,000 0.01% of portfolio
37,934
Q4 2018 New
$2.38B
$71,000 0.0% of portfolio
16,548
Q2 2024 Reduced 8.69%

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $1.79 Billion
  • Prior Value $1.81 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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