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Showing Q2 2024 data
HYMAN CHARLES D's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
HYMAN CHARLES D
•CIK: 1135077•Filing: Q2 2024
**HYMAN CHARLES D** manages $1.8B across a diversified portfolio of 242 positions. The fund exhibits significant conviction in mega-cap technology and consumer staples, evidenced by top holdings including BRK/B at $132.8M and MSFT at $123.0M. Further allocations are notable in consumer discretionary (COST at $62.0M) and industrials (CAT at $53.4M). This structure suggests a core focus on established market leaders with durable cash flows.
Total AUM
$1.8B
QoQ Performance
-0.8%
Positions
216
Top 10 Concentration
39.9%
Latest Filing
Q2 2024
Top Holdings Allocation
BRK/B
MSFT
AAPL
BRK/B7.4%
MSFT6.9%
AAPL5.6%
COST3.5%
FRPH3.1%
CAT3.0%
VMC2.7%
ORCL2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other29.5%
Technology18.8%
Financial15.2%
Consumer11.1%
Industrial7.7%
Healthcare6.6%
Consumer Staples3.2%
Utilities3.2%
🚪 Exited Positionssold since Q1 2024
+43 more exited positions
Changes from Q1 2024
NEW1 new position
↑33 increased
↓78 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023