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Focused investors/Hillman Value Fund

Hillman Value Fund

As of Q1 2026, this manager reported 56 long-equity positions worth $144M in aggregate.

As of Q1 2026, Hillman Value Fund's Hillman Value Fund held 56 long-equity positions with a reported value of $144M.

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Reported portfolio value

This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.

Latest: $144M
Peak: $537.85M (Q1 2010)
Positions: 56
Reported portfolio value by quarterQuarterly total reported 13F value for this manager.$0$250M$500M$750M$1B2009201120132021202320252026PeriodReported value
Quarterly rows

This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.

PeriodFiledHoldingsTotal valueDelta value
Q1 20262026-03-3156$144M-$14.9M(-9.4%)
Q4 20252025-12-3156$158.91M-$12.94M(-7.5%)
Q3 20252025-09-3053$171.85M-$11.41M(-6.2%)
Q2 20252025-06-3050$183.26M-$19.99M(-9.8%)
Q1 20252025-03-3151$203.25M-$66.31M(-24.6%)
Q4 20242024-12-3154$269.56M-$22.02M(-7.6%)
Q3 20242024-09-3052$291.58M+$8.35M(+2.9%)
Q2 20242024-06-3053$283.23M-$27.94M(-9.0%)
Q1 20242024-03-3152$311.17M+$21.52M(+7.4%)
Q4 20232023-12-3153$289.65M+$29.9M(+11.5%)
Q3 20232023-09-3053$259.75M-$23.57M(-8.3%)
Q2 20232023-06-3055$283.31M+$19.04M(+7.2%)
Q1 20232023-03-3152$264.28M+$9.77M(+3.8%)
Q4 20222022-12-3152$254.51M+$13.62M(+5.7%)
Q3 20222022-09-3048$240.89M-$34.37M(-12.5%)
Q2 20222022-06-3048$275.26M-$39.73M(-12.6%)
Q1 20222022-03-3148$314.99M+$24.13M(+8.3%)
Q4 20212021-12-3154$290.86M+$6.09M(+2.1%)
Q3 20212021-09-3051$284.77M+$21.96M(+8.4%)
Q2 20212021-06-3048$262.81M+$34.81M(+15.3%)
Q1 20212021-03-3143$228M+$42.76M(+23.1%)
Q4 20202020-12-3146$185.24M+$43.15M(+30.4%)
Q3 20202020-09-3036$142.09M+$4.81M(+3.5%)
Q2 20202020-06-3038$137.28M+$32.87M(+31.5%)
Q1 20202020-03-3136$104.41M-$36.69M(-26.0%)
Q4 20192019-12-3150$141.11M+$74.22M(+111.0%)
Q4 20132013-12-3138$66.89M+$1.59M(+2.4%)
Q3 20132013-09-3039$65.3M-$6.56M(-9.1%)
Q2 20132013-06-3045$71.86M+$37.89M(+111.6%)
Q1 20132013-03-3120$33.97M-$4.01M(-10.6%)
Q4 20122012-12-3140$37.98M-$5.69M(-13.0%)
Q3 20122012-09-3043$43.67M-$12.54M(-22.3%)
Q2 20122012-06-3044$56.2M-$61M(-52.0%)
Q1 20122012-03-3145$117.2M-$30.05M(-20.4%)
Q4 20112011-12-3145$147.25M-$219.78M(-59.9%)
Q3 20112011-09-3045$367.03M-$40.24M(-9.9%)
Q2 20112011-06-3045$407.27M-$7.32M(-1.8%)
Q1 20112011-03-3144$414.59M-$34.1M(-7.6%)
Q4 20102010-12-3145$448.7M+$18.15M(+4.2%)
Q3 20102010-09-3046$430.54M+$13.61M(+3.3%)
Q2 20102010-06-3046$416.93M-$120.91M(-22.5%)
Q1 20102010-03-3146$537.85M+$33.99M(+6.7%)
Q4 20092009-12-3146$503.86M-