Hillman Capital Management, Inc. — 13F holdings

Hillman Capital Management, Inc. reported 54 holdings worth $138M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CVS CVS HEALTH CORP — $5.74M (4.2%)
2. BIIB BIOGEN INC — $5.18M (3.8%)
3. DD DUPONT DE NEMOURS INC — $5.12M (3.7%)
4. WBD WARNER BROS DISCOVERY INC — $5.07M (3.7%)
5. BAX BAXTER INTL INC — $5.03M (3.6%)
6. IFF INTERNATIONAL FLAVORS&FRAGRA — $4.98M (3.6%)
7. GSK GSK PLC — $4.84M (3.5%)
8. KMX CARMAX INC — $4.83M (3.5%)
9. BA BOEING CO — $4.67M (3.4%)
10. ZBH ZIMMER BIOMET HOLDINGS INC — $4.64M (3.4%)