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Hamlin Capital Management, LLC - Portfolio Stock Holdings

Hamlin Capital Management, LLC disclosed 31 stock positions in a recent SEC 13F filing. $4,447,595,199 of stock holdings were filed, with the largest holdings including CMI, MS, and LAMR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $8,712,122,495 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

31

Est. Stock Holding Value:

$4,447,595,199

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hamlin Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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