Hamlin Capital Management, LLC — 13F holdings

Hamlin Capital Management, LLC reported 28 holdings worth $4.04B in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

  1. MS MORGAN STANLEY — $220M (5.4%)
  2. ABBV ABBVIE INC — $191M (4.7%)
  3. LAMR LAMAR ADVERTISING CO NEW — $190M (4.7%)
  4. JNJ JOHNSON & JOHNSON — $188M (4.7%)
  5. AVGO BROADCOM INC — $182M (4.5%)
  6. COP CONOCOPHILLIPS — $180M (4.5%)
  7. CMI CUMMINS INC — $179M (4.4%)
  8. ORI OLD REP INTL CORP — $172M (4.3%)
  9. SNA SNAP ON INC — $170M (4.2%)
  10. EPD ENTERPRISE PRODS PARTNERS L — $169M (4.2%)