Hi-Line Capital Management, LLC
WATERTOWN SD · SEC CIK 0001776074
$3.55亿2026Q2 申报市值
32持仓数
54.1%前十大占比 · 第一大 10.5%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SU 新建仓+$911.38万
UBER 新建仓+$758.08万
KR 新建仓+$727.32万
ADBE 加仓+$563.09万
BRO 加仓+$333.66万
2026Q2 卖出最多 按季末市值估算
MKL 清仓-$690.40万
AMCR 清仓-$684.53万
UPS 清仓-$656.07万
JPM 减仓-$132.93万
CHTR 清仓-$29.55万
2026Q2 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 | $3,744.25万 | 10.53% | 50 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $3,733.85万 | 10.50% | 419,487 | 23,908 | 6.0% | $212.81万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,001.80万 | 5.63% | 677,658 | 9,981 | 1.5% | $29.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,790.25万 | 5.04% | 35,777 | 1,806 | 5.3% | $90.37万 | 加仓 |
| IEMG | ISHARES INC | $1,687.09万 | 4.75% | 203,656 | 13,261 | 7.0% | $109.85万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,588.95万 | 4.47% | 74,679 | 4,730 | 6.8% | $100.64万 | 加仓 |
| ADBE | ADOBE INC | $1,241.93万 | 3.49% | 60,576 | 27,465 | 82.9% | $563.09万 | 加仓 |
| EXP | EAGLE MATLS INC | $1,194.28万 | 3.36% | 53,020 | 688 | 1.3% | $15.50万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $1,151.85万 | 3.24% | 346,317 | 9,872 | 2.9% | $32.83万 | 加仓 |
| CB | CHUBB LIMITED | $1,111.95万 | 3.13% | 32,537 | 549 | 1.7% | $18.76万 | 加仓 |
| BRO | BROWN & BROWN INC | $1,060.10万 | 2.98% | 165,254 | 52,012 | 45.9% | $333.66万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $984.54万 | 2.77% | 67,536 | 743 | 1.1% | $10.83万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $911.38万 | 2.56% | 169,780 | 169,780 | — | $911.38万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $870.04万 | 2.45% | 26,580 | -4,061 | -13.3% | -$132.93万 | 减仓 |
| CI | THE CIGNA GROUP | $868.89万 | 2.44% | 31,518 | 575 | 1.9% | $15.85万 | 加仓 |
| NE | NOBLE CORP PLC | $865.03万 | 2.43% | 231,912 | 4,323 | 1.9% | $16.12万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $857.45万 | 2.41% | 349,268 | 87,783 | 33.6% | $215.51万 | 重新持有 |
| CRH | CRH PLC | $829.07万 | 2.33% | 77,483 | 727 | 0.9% | $7.78万 | 加仓 |
| IVV | ISHARES TR | $823.18万 | 2.32% | 10,992 | 665 | 6.4% | $49.80万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $803.31万 | 2.26% | 74,202 | 1,556 | 2.1% | $16.85万 | 加仓 |
| MHK | MOHAWK INDS INC | $792.42万 | 2.23% | 65,311 | 1,152 | 1.8% | $13.98万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $758.08万 | 2.13% | 105,055 | 105,055 | — | $758.08万 | 新建仓 |
| DAC | DANAOS CORPORATION | $752.17万 | 2.12% | 61,467 | 1,219 | 2.0% | $14.92万 | 加仓 |
| IJH | ISHARES TR | $748.05万 | 2.10% | 97,011 | 5,710 | 6.3% | $44.03万 | 加仓 |
| KR | KROGER CO | $727.32万 | 2.05% | 130,977 | 130,977 | — | $727.32万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $720.13万 | 2.03% | 21,290 | 370 | 1.8% | $12.52万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $652.98万 | 1.84% | 80,456 | 1,367 | 1.7% | $11.09万 | 加仓 |
| PCAR | PACCAR INC | $514.26万 | 1.45% | 42,812 | 798 | 1.9% | $9.59万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $510.42万 | 1.44% | 63,771 | 337 | 0.5% | $2.70万 | 加仓 |
| IJR | ISHARES TR | $483.19万 | 1.36% | 32,580 | 2,024 | 6.6% | $30.02万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $458.39万 | 1.29% | 127,296 | 2,083 | 1.7% | $7.50万 | 加仓 |
| GLIBK | LIBERTY CAP CORP | $308.66万 | 0.87% | 143,164 | 1,641 | 1.2% | $3.54万 | 加仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -3,607 | -100.0% | -$690.40万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -172,208 | -100.0% | -$684.53万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -66,687 | -100.0% | -$656.07万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,369 | -100.0% | -$29.55万 | 清仓 |