Hi-Line Capital Management, LLC
WATERTOWN SD · SEC CIK 0001776074
$3.18亿2026Q1 申报市值
32持仓数
55.3%前十大占比 · 第一大 11.3%
5 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CF 新建仓+$943.24万
BRO 新建仓+$738.45万
IDEV 加仓+$695.33万
AMCR 新建仓+$684.53万
NE 加仓+$644.53万
2026Q1 卖出最多 按季末市值估算
LBTYA 清仓-$1,153.37万
COP 清仓-$997.88万
VSAT 清仓-$727.28万
LMT 清仓-$681.01万
AMCOR PLC 清仓-$526.74万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,590.70万 | 11.29% | 50 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $3,305.85万 | 10.39% | 395,579 | 83,203 | 26.6% | $695.33万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $1,692.32万 | 5.32% | 336,445 | 124,369 | 58.6% | $625.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,627.89万 | 5.12% | 33,971 | -153 | -0.4% | -$7.33万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1,541.00万 | 4.84% | 667,677 | 115,630 | 20.9% | $266.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,342.46万 | 4.22% | 69,949 | 6,719 | 10.6% | $128.95万 | 加仓 |
| IEMG | ISHARES INC | $1,328.01万 | 4.17% | 190,395 | 19,178 | 11.2% | $133.77万 | 加仓 |
| NE | NOBLE CORP PLC | $1,116.78万 | 3.51% | 227,589 | 131,349 | 136.5% | $644.53万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1,045.73万 | 3.29% | 31,988 | -46 | -0.1% | -$1.50万 | 减仓 |
| EXP | EAGLE MATLS INC | $992.24万 | 3.12% | 52,332 | 19,604 | 59.9% | $371.70万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $943.24万 | 2.96% | 72,646 | 72,646 | — | $943.24万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $916.27万 | 2.88% | 66,793 | 22,588 | 51.1% | $309.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $901.34万 | 2.83% | 30,641 | -57 | -0.2% | -$1.68万 | 减仓 |
| CI | THE CIGNA GROUP | $825.40万 | 2.59% | 30,943 | 11,493 | 59.1% | $306.58万 | 加仓 |
| CRH | CRH PLC | $809.90万 | 2.55% | 76,756 | -138 | -0.2% | -$1.46万 | 减仓 |
| ADBE | ADOBE INC | $804.86万 | 2.53% | 33,111 | 10,885 | 49.0% | $264.59万 | 加仓 |
| BRO | BROWN & BROWN INC | $738.45万 | 2.32% | 113,242 | 113,242 | — | $738.45万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $736.71万 | 2.32% | 79,089 | -96 | -0.1% | -$8,942 | 减仓 |
| MKL | MARKEL GROUP INC | $690.40万 | 2.17% | 3,607 | -357 | -9.0% | -$68.33万 | 减仓 |
| AMCR | AMCOR PLC | $684.53万 | 2.15% | 172,208 | 172,208 | — | $684.53万 | 新建仓 |
| DAC | DANAOS CORPORATION | $678.63万 | 2.13% | 60,248 | 69 | 0.1% | $7,772 | 加仓 |
| IVV | ISHARES TR | $674.57万 | 2.12% | 10,327 | 1,003 | 10.8% | $65.52万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $656.07万 | 2.06% | 66,687 | -195 | -0.3% | -$1.92万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $632.79万 | 1.99% | 20,920 | -45 | -0.2% | -$1.36万 | 减仓 |
| MHK | MOHAWK INDS INC | $631.71万 | 1.99% | 64,159 | 24,357 | 61.2% | $239.82万 | 加仓 |
| IJH | ISHARES TR | $616.56万 | 1.94% | 91,301 | 8,952 | 10.9% | $60.45万 | 加仓 |
| GLIBK | GCI LIBERTY INC | $526.61万 | 1.66% | 141,523 | 99,052 | 233.2% | $368.57万 | 加仓 |
| PCAR | PACCAR INC | $485.26万 | 1.53% | 42,014 | -59 | -0.1% | -$6,814 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $463.54万 | 1.46% | 125,213 | 125,213 | — | $463.54万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC | $408.83万 | 1.28% | 63,434 | 63,434 | — | $408.83万 | 新建仓 |
| IJR | ISHARES TR | $379.84万 | 1.19% | 30,556 | 3,333 | 12.2% | $41.43万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $29.55万 | 0.09% | 1,369 | -59 | -4.1% | -$1.27万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -1,035,340 | -100.0% | -$1,153.37万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -106,600 | -100.0% | -$997.88万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -211,050 | -100.0% | -$727.28万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -14,080 | -100.0% | -$681.01万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -126,316 | -100.0% | -$526.74万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -50,646 | -100.0% | -$291.16万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -248,611 | -100.0% | -$229.22万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -10,587 | -100.0% | -$48.78万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -3,722 | -100.0% | -$41.01万 | 清仓 |