FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.790.04%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29°C
UV7.3
Feels32.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:54 PM

Institutional Manager · CIK 0001511697

Huber Capital Management LLC

EL SEGUNDO, CA · File #028-14114

Latest AUM
$679.0M
Positions
106
Top-10 Concentration
45.7%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDUPBOUND GROUP INCUPBD+773,775+$13.6M-$5.9M
EXITEDSMUCKER J M CO832696405-96,800-$10.5M$0
ADDGOLAR LNG LTDGLNG+205,667+$7.7M-$3.0M
ADDORACLE CORPORCL-PD+35,466+$6.9M-$8.7M
ADDAT&T INCT-PC+235,000+$5.8M-$2.3M
ADDKBR INCKBR+141,587+$5.7M-$5.5M
ADDVISTRA CORPVST+34,400+$5.5M-$189,346
REDUCETETRA TECHNOLOGIES INC DEL88162F105-445,000-$4.2M+$5.3M
NEWUNITEDHEALTH GROUP INCUNH+12,086+$4.0M$0
ADDPHILIP MORRIS INTL INC718172109+24,556+$3.9M-$219,346

Sector Allocation

Healthcare
11.1%$75.4M
Industrials
11.0%$74.9M
Energy
10.7%$72.4M
Technology
9.8%$66.4M
Utilities
3.1%$21.1M
Financials
3.0%$20.6M
Materials
0.6%$4.1M
Real Estate
0.1%$691,561

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1GOLAR LNG LTDGLNG1,129,385$42.0M6.71%
2KBR INCKBR922,460$37.1M5.92%
3CITIGROUP INCC-PR268,755$31.4M5.01%
4UPBOUND GROUP INCUPBD1,739,045$30.5M4.87%
5ORACLE CORPORCL-PD136,766$26.7M4.25%
6ELI LILLY & COLLY22,437$24.1M3.85%
7FEDEX CORPFDX83,167$24.0M3.83%
8PFIZER INCPFE955,518$23.8M3.80%
9PHILIP MORRIS INTL INC718172109146,415$23.5M3.75%
10DOLLAR GEN CORP NEW256677105174,092$23.1M3.69%
11BANK AMERICA CORP060505104418,601$23.0M3.67%
12AT&T INCT-PC919,525$22.8M3.65%
13BP PLCBPPFF563,233$19.6M3.12%
14MICROSOFT CORPMSFT38,562$18.6M2.98%
15FIRST HORIZON CORPORATIONFHN-PH690,768$16.5M2.64%
16ENOVA INTL INC29357K103104,135$16.4M2.61%
17LYFT INCLYFT712,498$13.8M2.20%
18SHELL PLCRYDAF175,330$12.9M2.06%
19TENET HEALTHCARE CORPTHC60,301$12.0M1.91%
20FIRST CTZNS BANCSHARES INC D31946M1035,024$10.8M1.72%