What Hillman Capital Management bought and sold in Q2 2025
In Q2 2025, Hillman Capital Management (Hillman Capital Management) opened 1 new position — including AKAM (0.2%), added to 1, trimmed 5, exited 2 (WU, SPYM). The book stood at $183M across 50 positions, filed Aug 14, 2025.
1New1Added5Trimmed2Exited
New positions (1)
- AKAMAkamai Technologies Inc0.2% · $331K
Added to (1)
Trimmed (5)
- DISWalt Disney Co/the-29% shares · 1.9% · $4M
- MCHPMicrochip Technology Inc-35% shares · 1.9% · $3M
- AMDAdvanced Micro Devices-24% shares · 1.9% · $3M
- GOOGLAlphabet Inc-cl A-23% shares · 1.7% · $3M
- DEODiageo Plc-sponsored Adr-21% shares · 1.6% · $3M
Exited (2)
- WUWestern Union COwas 1.9% of book
- SPYMSte Str Spdr PT S&p 500 Etfwas 0.3% of book
Hillman Capital Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.