HILLMAN CO — 13F holdings

HILLMAN CO reported 14 holdings worth $283M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. MTZ MASTEC INC — $54.5M (19.3%)
2. UNP UNION PAC CORP — $27.7M (9.8%)
3. VO VANGUARD INDEX FDS — $25.5M (9.0%)
4. VBR VANGUARD INDEX FDS — $25.4M (9.0%)
5. DASH DOORDASH INC — $24.7M (8.7%)
6. IEFA ISHARES TR — $22.6M (8.0%)
7. FSLR FIRST SOLAR INC — $20.9M (7.4%)
8. CRH CRH PLC — $19.6M (6.9%)
9. CDE COEUR MNG INC — $18.4M (6.5%)
10. RKT ROCKET COS INC — $17.1M (6.1%)