Hi-Line Capital Management, LLC Top Holdings and 13F Report (2025) About Hi-Line Capital Management, LLCInvestment ActivityHi-Line Capital Management, LLC has $282.40 million in total holdings as of June 30, 2025.Hi-Line Capital Management, LLC owns shares of 38 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 13.75% of the portfolio was purchased this quarter.About 10.08% of the portfolio was sold this quarter.This quarter, Hi-Line Capital Management, LLC has purchased 39 new stocks and bought additional shares in 10 stocks.Hi-Line Capital Management, LLC sold shares of 19 stocks and completely divested from 6 stocks this quarter.Largest Holdings Berkshire Hathaway $35,711,200iShares Core MSCI International Developed Markets ETF $21,923,777Liberty Broadband $16,208,794Brookfield $13,293,420Berkshire Hathaway $12,662,567 Largest New Holdings this Quarter N00985106 - Aercap $3,840,759 Holding608190104 - Mohawk Industries $3,824,563 Holding693718108 - PACCAR $3,680,058 Holding93627C101 - Warrior Met Coal $3,314,701 HoldingY1968P121 - Danaos $2,480,952 Holding Largest Purchases this Quarter Markel Group 3,320 shares (about $6.63M)iShares Core MSCI International Developed Markets ETF 61,475 shares (about $4.67M)Aercap 32,827 shares (about $3.84M)Mohawk Industries 36,480 shares (about $3.82M)PACCAR 38,713 shares (about $3.68M) Largest Sales this Quarter SUNRISE COMMUNICATIONS AG 100,784 shares (about $5.70M)T-Mobile US 7,795 shares (about $1.86M)Berkshire Hathaway 335 shares (about $162.73K)LIBERTY GLOBAL LTD 11,172 shares (about $111.83K)ConocoPhillips 646 shares (about $57.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHi-Line Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$35,711,2000.0%4912.6%FinanceIDEViShares Core MSCI International Developed Markets ETF$21,923,777$4,674,559 ▲27.1%288,3197.8%ETFLBRDKLiberty Broadband$16,208,794$55,290 ▼-0.3%164,7575.7%Consumer DiscretionaryBNBrookfield$13,293,420$33,399 ▼-0.3%214,9304.7%FinanceBRK.BBerkshire Hathaway$12,662,567$162,733 ▼-1.3%26,0674.5%FinanceSIRIUSXM HOLDINGS INC$12,038,393$14,058 ▲0.1%524,0924.3%COMMON STOCKRSPInvesco S&P 500 Equal Weight ETF$10,607,073$2,272,477 ▲27.3%58,3643.8%ETFLIBERTY GLOBAL LTD$9,913,594$111,832 ▼-1.1%990,3693.5%COM CL AIEMGiShares Core MSCI Emerging Markets ETF$9,432,754$2,022,051 ▲27.3%157,1343.3%ETFCOPConocoPhillips$8,989,346$57,972 ▼-0.6%100,1713.2%EnergyCMCSAComcast$8,655,931$40,401 ▼-0.5%242,5313.1%Consumer DiscretionaryCBChubb$8,492,836$24,999 ▼-0.3%29,2163.0%FinanceJPMJPMorgan Chase & Co.$8,238,372$33,050 ▼-0.4%28,4172.9%FinanceMKLMarkel Group$7,697,825$6,631,235 ▲621.7%3,8542.7%Multi-Sector ConglomeratesWBDWarner Bros. Discovery$6,817,027$30,071 ▼-0.4%594,8542.4%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$6,749,885$991,266 ▲17.2%108,8342.4%ETFCRH PLC$6,486,772$28,825 ▼-0.4%70,6622.3%ORDUPSUnited Parcel Service$6,206,195$1,703,766 ▲37.8%61,4842.2%TransportationAXPAmerican Express$6,135,580$21,053 ▼-0.3%19,2352.2%FinanceEXPEagle Materials$6,062,797$1,719,657 ▲39.6%29,9712.1%ConstructionLMTLockheed Martin$6,060,650$36,588 ▼-0.6%13,0862.1%AerospaceSUNRISE COMMUNICATIONS AG$5,623,671$5,699,335 ▼-50.3%99,4462.0%ADS CL AIVViShares Core S&P 500 ETF$5,378,857$1,090,300 ▲25.4%8,6631.9%ETFTMUST-Mobile US$4,628,439$1,857,237 ▼-28.6%19,4261.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,600,781$573,554 ▲14.2%42,0971.6%ETFVSATViasat$3,844,180$56,896 ▼-1.5%263,3001.4%Computer and TechnologyAERAercap$3,840,759$3,840,759 ▲New Holding32,8271.4%TransportationMHKMohawk Industries$3,824,563$3,824,563 ▲New Holding36,4801.4%Consumer DiscretionaryPCARPACCAR$3,680,058$3,680,058 ▲New Holding38,7131.3%Auto/Tires/TrucksHCCWarrior Met Coal$3,314,701$3,314,701 ▲New Holding72,3261.2%EnergyCNH INDL N V$2,948,815$11,068 ▼-0.4%227,5321.0%SHSOXYOccidental Petroleum$2,668,783$22,816 ▼-0.8%63,1640.9%EnergySCZiShares MSCI EAFE Small-Cap ETF$2,524,7580.0%34,7380.9%ETFDACDanaos$2,480,952$2,480,952 ▲New Holding28,7680.9%TransportationADMArcher Daniels Midland$2,453,267$9,448 ▼-0.4%46,4810.9%Consumer StaplesPNCThe PNC Financial Services Group$842,618$746 ▼-0.1%4,5200.3%FinanceARWArrow Electronics$710,8050.0%5,5780.3%Computer and TechnologyDINOHF Sinclair$651,6930.0%15,8640.2%EnergyBABAAlibaba Group$0$9,658,344 ▼-100.0%00.0%Retail/WholesaleEGEverest Group$0$3,844,031 ▼-100.0%00.0%FinanceLLoews$0$2,711,161 ▼-100.0%00.0%FinanceCORE NATURAL RESOURCES INC$0$2,152,092 ▼-100.0%00.0%COM SHSAMRAlpha Metallurgical Resources$0$1,446,763 ▼-100.0%00.0%Basic MaterialsCABOCable One$0$364,902 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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