What Hillman Capital Management bought and sold in Q3 2025
In Q3 2025, Hillman Capital Management (Hillman Capital Management) opened 5 new positions — including FISV (1.7%), UNH (1.6%), WST (1.6%), added to 3, trimmed 7, exited 2 (T, AMD). The book stood at $172M across 53 positions, filed Nov 14, 2025.
5New3Added7Trimmed2Exited
New positions (5)
Added to (3)
- CPBThe Campbell's Company+84% shares · 3.2% · $5M
- BAXBaxter International Inc+33% shares · 3.1% · $5M
- IVVIshares Core S&p 500 Etf+74% shares · 0.5% · $855K
Trimmed (7)
- WBDWarner Bros Discovery Inc-44% shares · 3.8% · $6M
- TSMTaiwan Semiconductor-sp Adr-31% shares · 1.8% · $3M
- TROWT Rowe Price Group Inc-22% shares · 1.8% · $3M
- HSYHershey Co/the-21% shares · 1.6% · $3M
- GOOGAlphabet Inc-cl C-24% shares · 0.2% · $359K
- MCHPMicrochip Technology Inc-89% shares · 0.2% · $350K
- GOOGLAlphabet Inc-cl A-100% shares · <0.1% · $2K
Exited (2)
- TAt&t Incwas 3.7% of book
- AMDAdvanced Micro Deviceswas 1.9% 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.