Mark Hillman Exits The Western Union Co, Impacting Portfolio by -1.92%

Exploring the Strategic Moves of Hillman Capital Management in Q2 2025

Mark Hillman (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Mark Hillman (Trades, Portfolio) is the president of Hillman Capital Management, a firm he founded in 1998. Before establishing his own company, he served as the chief investment officer at Custom Asset Management and Menocal Capital Management, whose assets he integrated into Hillman Capital. Hillman is known for investing in companies with quantitative competitive advantages that have temporarily fallen out of favor due to non-recurring or short-term issues. His valuation approach considers factors such as cash flow, dividends, sales, earnings, book value, and projected growth rates.

Warning! GuruFocus has detected 8 Warning Signs with T.Mark Hillman Exits The Western Union Co, Impacting Portfolio by -1.92%

Summary of New Buy

Mark Hillman (Trades, Portfolio) added a total of one stock to his portfolio this quarter:

The most significant addition was Akamai Technologies Inc (NASDAQ:AKAM), with 4,149 shares, accounting for 0.18% of the portfolio and a total value of $330,920.

Key Position Increases

Mark Hillman (Trades, Portfolio) also increased stakes in a total of 12 stocks, among them:

The most notable increase was in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with an additional 14,295 shares, bringing the total to 16,099 shares. This adjustment represents a significant 792.41% increase in share count, a 1.77% impact on the current portfolio, with a total value of $3,646,260. The second largest increase was in Bristol-Myers Squibb Co (NYSE:BMY), with an additional 6,796 shares, bringing the total to 71,815. This adjustment represents a significant 10.45% increase in share count, with a total value of $3,324,320.

Summary of Sold Out

Mark Hillman (Trades, Portfolio) completely exited two holdings in the second quarter of 2025, as detailed below:

The Western Union Co (NYSE:WU): Mark Hillman (Trades, Portfolio) sold all 369,190 shares, resulting in a -1.92% impact on the portfolio. SPDR Portfolio S&P 500 ETF (SPLG): Mark Hillman (Trades, Portfolio) liquidated all 8,430 shares, causing a -0.27% impact on the portfolio.

Key Position Reduces

Mark Hillman (Trades, Portfolio) also reduced positions in 36 stocks. The most significant changes include:

Reduced Microchip Technology Inc (NASDAQ:MCHP) by 26,817 shares, resulting in a -35.12% decrease in shares and a -0.64% impact on the portfolio. The stock traded at an average price of $54.86 during the quarter and has returned 6.17% over the past 3 months and 13.12% year-to-date. Reduced The Walt Disney Co (NYSE:DIS) by 11,548 shares, resulting in a -28.65% reduction in shares and a -0.56% impact on the portfolio. The stock traded at an average price of $103.82 during the quarter and has returned 2.74% over the past 3 months and 4.21% year-to-date.

Story Continues

Portfolio Overview

At the end of the second quarter of 2025, Mark Hillman (Trades, Portfolio)'s portfolio included 50 stocks. The top holdings were 3.72% in AT&T Inc (NYSE:T), 3.72% in Warner Bros. Discovery Inc (NASDAQ:WBD), 3.61% in Boeing Co (NYSE:BA), 3.6% in The Estee Lauder Companies Inc (NYSE:EL), and 3.55% in Microsoft Corp (NASDAQ:MSFT).

The holdings are mainly concentrated in 9 of the 11 industries: Healthcare, Consumer Defensive, Technology, Communication Services, Basic Materials, Consumer Cyclical, Industrials, Financial Services, and Energy.Mark Hillman Exits The Western Union Co, Impacting Portfolio by -1.92%

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

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