BLACKHILL CAPITAL INC: 13F holdings
CIK 8721622026Q2
| Positions | 47 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 47 (-2 vs prior quarter) |
|---|
| Reported value | $2.4bn (+24.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WSM WILLIAMS SONOMA INC COM | 7,684,278 | $1.8bn | 74.3% |
| LLY LILLY ELI & CO COM | 145,121 | $174.1m | 7.2% |
| AAPL APPLE INC COM | 248,200 | $71.8m | 3.0% |
| ABBV ABBVIE INC COM | 263,110 | $66.2m | 2.7% |
| CAT CATERPILLAR INC COM | 59,500 | $63.4m | 2.6% |
| ET ENERGY TRANSFER L P COM UNIT L | 1,600,000 | $30.6m | 1.3% |
| NVDA NVIDIA CORP COM | 139,950 | $28.0m | 1.2% |
| MSFT MICROSOFT CORP COM | 66,050 | $24.6m | 1.0% |
| MRK MERCK & CO INC NEW COM | 168,857 | $21.7m | 0.9% |
| JNJ JOHNSON & JOHNSON COM | 64,187 | $16.3m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="872162")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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