13F HOLDINGS REPORT
Pacific Capital Partners Ltd
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0002064920-26-000001
Total Value
$94.2M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BECTON DICKINSON & CO | BDX | 37,500 | $7.3M | 7.73% |
| 2 | DANAHER CORPORATION | 235851102 | 27,250 | $6.2M | 6.62% |
| 3 | CRH PLC | CRH | 43,750 | $5.5M | 5.80% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.3M | 5.61% |
| 5 | AERCAP HOLDINGS NV | AER | 32,750 | $4.7M | 5.00% |
| 6 | EPAM SYS INC | EPAM | 20,250 | $4.1M | 4.41% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 11,750 | $3.9M | 4.12% |
| 8 | ROYALTY PHARMA PLC | RPRX | 94,750 | $3.7M | 3.89% |
| 9 | CLEAN HARBORS INC | CLH | 14,750 | $3.5M | 3.67% |
| 10 | HUMANA INC | HUM | 13,500 | $3.5M | 3.67% |
| 11 | MIDDLEBY CORP | MIDD | 21,681 | $3.2M | 3.42% |
| 12 | UNION PAC CORP | UNP | 13,750 | $3.2M | 3.38% |
| 13 | AVANTOR INC | AVTR | 275,000 | $3.2M | 3.35% |
| 14 | SCHWAB CHARLES CORP | SCHW-PJ | 30,670 | $3.1M | 3.25% |
| 15 | AUTOZONE INC | AZO | 871 | $3.0M | 3.14% |
| 16 | PAYPAL HLDGS INC | PYPL | 50,500 | $2.9M | 3.13% |
| 17 | UNION PAC CORP | UNP | 11,770 | $2.7M | 2.89% |
| 18 | APOLLO GLOBAL MGMT INC | 03769M106 | 17,500 | $2.5M | 2.69% |
| 19 | ICU MED INC | ICUI | 17,750 | $2.5M | 2.69% |
| 20 | CBIZ INC | CBZ | 43,750 | $2.2M | 2.34% |
| 21 | CASELLA WASTE SYS INC | CWST | 20,750 | $2.0M | 2.16% |
| 22 | FORTIVE CORP | FTV | 32,500 | $1.8M | 1.91% |
| 23 | AVANTOR INC | AVTR | 149,520 | $1.7M | 1.82% |
| 24 | METLIFE INC | MET-PF | 19,250 | $1.5M | 1.61% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,854 | $1.4M | 1.52% |
| 26 | KKR & CO INC | KKRT | 10,750 | $1.4M | 1.46% |
| 27 | BROWN FORMAN CORP | BF-B | 50,533 | $1.3M | 1.40% |
| 28 | ARCOSA INC | ACA | 9,750 | $1.0M | 1.10% |
| 29 | LOUISIANA PAC CORP | LPX | 12,500 | $1.0M | 1.07% |
| 30 | NCINO INC | NCNO | 37,500 | $961,500 | 1.02% |
| 31 | WOODWARD INC | WWD | 2,500 | $755,800 | 0.80% |
| 32 | TIDEWATER INC NEW | TDGMW | 12,500 | $631,375 | 0.67% |
| 33 | STANDARD BIOTOOLS INC | LAB | 475,000 | $608,000 | 0.65% |
| 34 | BLACKSTONE MTG TR INC | BX | 27,500 | $526,075 | 0.56% |
| 35 | SENSIENT TECHNOLOGIES CORP | SXT | 5,000 | $469,750 | 0.50% |
| 36 | CONMED CORP | CNMD | 9,500 | $385,700 | 0.41% |
| 37 | PRESTIGE CONSMR HEALTHCARE I | 74112D101 | 5,000 | $308,450 | 0.33% |
| 38 | CANNAE HLDGS INC | CNNE | 12,500 | $196,625 | 0.21% |