13F HOLDINGS REPORT
Hi-Line Capital Management, LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001951757-26-000384
Total Value
$300.4M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 50 | $37.7M | 12.56% |
| 2 | ISHARES TR | 46435G326 | 312,376 | $25.8M | 8.58% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 34,124 | $17.2M | 5.71% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 63,230 | $12.1M | 4.03% |
| 5 | LIBERTY GLOBAL LTD | LBTYK | 1,035,340 | $11.5M | 3.84% |
| 6 | ISHARES INC | 46434G103 | 171,217 | $11.5M | 3.83% |
| 7 | SIRIUSXM HOLDINGS INC | 829933100 | 552,047 | $11.0M | 3.67% |
| 8 | LIBERTY BROADBAND CORP | LBRDP | 212,076 | $10.3M | 3.43% |
| 9 | CHUBB LIMITED | CB | 32,034 | $10.0M | 3.34% |
| 10 | CONOCOPHILLIPS | COP | 106,600 | $10.0M | 3.32% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 30,698 | $9.9M | 3.29% |
| 12 | CRH PLC | CRH | 76,894 | $9.6M | 3.19% |
| 13 | MARKEL GROUP INC | MKL | 3,964 | $8.5M | 2.84% |
| 14 | COMCAST CORP NEW | CCZ | 261,485 | $7.8M | 2.60% |
| 15 | ADOBE INC | ADBE | 22,226 | $7.8M | 2.59% |
| 16 | AMERICAN EXPRESS CO | AXP | 20,965 | $7.8M | 2.58% |
| 17 | VIASAT INC | VSAT | 211,050 | $7.3M | 2.42% |
| 18 | WARRIOR MET COAL INC | HCC | 79,185 | $7.0M | 2.32% |
| 19 | LOCKHEED MARTIN CORP | LMT | 14,080 | $6.8M | 2.27% |
| 20 | EAGLE MATLS INC | 26969P108 | 32,728 | $6.8M | 2.25% |
| 21 | UNITED PARCEL SERVICE INC | UPS | 66,882 | $6.6M | 2.21% |
| 22 | ISHARES TR | 464287200 | 9,324 | $6.4M | 2.13% |
| 23 | AERCAP HOLDINGS NV | AER | 44,205 | $6.4M | 2.12% |
| 24 | DANAOS CORPORATION | DAC | 60,179 | $5.7M | 1.89% |
| 25 | ISHARES TR | 464287507 | 82,349 | $5.4M | 1.81% |
| 26 | THE CIGNA GROUP | 125523100 | 19,450 | $5.4M | 1.78% |
| 27 | AMCOR PLC | AMCCF | 631,578 | $5.3M | 1.75% |
| 28 | PACCAR INC | PCAR | 42,073 | $4.7M | 1.55% |
| 29 | MOHAWK INDS INC | 608190104 | 39,802 | $4.4M | 1.45% |
| 30 | ISHARES TR | 464287804 | 27,223 | $3.3M | 1.09% |
| 31 | ARCHER DANIELS MIDLAND CO | ADM | 50,646 | $2.9M | 0.97% |
| 32 | NOBLE CORP PLC | NE-WT | 96,240 | $2.7M | 0.90% |
| 33 | CNH INDL N V | N20944109 | 248,611 | $2.3M | 0.76% |
| 34 | GCI LIBERTY INC | GLIBK | 42,471 | $1.6M | 0.53% |
| 35 | HF SINCLAIR CORP | DINO | 10,587 | $487,849 | 0.16% |
| 36 | ARROW ELECTRS INC | 042735100 | 3,722 | $410,090 | 0.14% |
| 37 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,428 | $298,095 | 0.10% |