Hillman Value Fund — Recent Buys
Hillman Capital Management · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Hillman Value Fund opened 3 new positions and increased 13 existing holdings in the Q2 '26 filing — a combined buy footprint of $35.0M. Largest new position: DUPONT DE NEMOURS INC at $5.1M.
New positions (3)
Increased positions (13)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| KMX | CARMAX INC | 91385 | $4.8M | 3.50% | +-16.3% |
| ADBE | ADOBE INC | 17288 | $3.5M | 2.57% | +6.7% |
| EFA | iShares MSCI EAFE ETF | 31743 | $3.3M | 2.39% | +2.9% |
| NKE | NIKE INC | 78213 | $3.2M | 2.32% | +0.4% |
| DIS | DISNEY WALT CO | 25385 | $2.4M | 1.77% | +3.2% |
| CAG | CONAGRA BRANDS INC | 180728 | $2.4M | 1.76% | +22.4% |
| BDX | BECTON DICKINSON & CO | 15238 | $2.3M | 1.67% | +7.2% |
| CRM | SALESFORCE INC | 13658 | $2.1M | 1.55% | +24.7% |
| IVV | iShares Core S&P 500 ETF | 1589 | $1.2M | 0.86% | +27.1% |
| MDT | MEDTRONIC PLC | 5707 | $446K | 0.32% | +55.6% |
| TROW | PRICE T ROWE GROUP INC | 3610 | $410K | 0.30% | +-86.1% |
| TMO | THERMO FISHER SCIENTIFIC INC | 750 | $376K | 0.27% | +14.3% |
| NOW | SERVICENOW INC | 3415 | $339K | 0.25% | +1.1% |