Fund Holdings — Pacific Capital Partners Ltd

Total Portfolio Value
$89.82M
Total Bought
$28.95M
Total Sold
$43.35M
Net Transaction
-$14.40M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
BERKSHIRE HATHAWAY INC DEL07+705,2795.88%+5,279
CASELLA WASTE SYS INC(CWST)032,500+32,50003,0843.43%+3,084
AUTOZONE INC(AZO)0635+63502,7243.03%+2,724
HUMANA INC(HUM)010,000+10,00002,6022.90%+2,602
SCHWAB CHARLES CORP(SCHW)022,924+22,92402,1892.44%+2,189
MIDDLEBY CORP(MIDD)016,126+16,12602,1442.39%+2,144
UNION PAC CORP(UNP)07,041+7,04101,6641.85%+1,664
UNITEDHEALTH GROUP INC(UNH)4,7508,625+3,8751,4822,9783.32%+1,496
CANNAE HLDGS INC(CNNE)077,500+77,50001,4191.58%+1,419
BROWN FORMAN CORP(BF-A)050,533+50,53301,3681.52%+1,368
DANAHER CORPORATION(DHR)20,00025,000+5,0003,9514,9575.52%+1,006
AERCAP HOLDINGS NV(AER)12,50019,750+7,2501,4632,3902.66%+927
ICU MED INC(ICUI)52,50062,500+10,0006,9387,4988.35%+560
TIDEWATER INC NEW(TDW)07,500+7,50004000.45%+400
PRESTIGE CONSMR HEALTHCARE I(PBH)5,00012,500+7,5003997800.87%+381
BERKSHIRE HATHAWAY INC DEL0622+62203130.35%+313
CRH PLC
ORD
37,50029,750-7,7503,4433,5673.97%+125
STANDARD BIOTOOLS INC(LAB)1,375,0001,325,000-50,0001,6501,7231.92%+73
METLIFE INC(MET)17,50017,50001,4071,4411.60%+34
ROYALTY PHARMA PLC(RPRX)97,500100,000+2,5003,5133,5283.93%+15
SENSIENT TECHNOLOGIES CORP(SXT)10,00010,00009859391.04%-47
BLACKSTONE MTG TR INC(BXMT)87,50087,50001,6841,6111.79%-73
CLEAN HARBORS INC(CLH)17,50015,750-1,7504,0463,6574.07%-388
KBR INC(KBR)10,0000-10,0004790—-479
PAYPAL HLDGS INC(PYPL)55,75052,500-3,2504,1433,5213.92%-623
LIBERTY BROADBAND CORP(LBRDA)6,4130-6,4136310—-631
EPAM SYS INC(EPAM)22,50021,500-1,0003,9783,2423.61%-736
PERIMETER SOLUTIONS INC(PRM)100,00027,500-72,5001,3926160.69%-776
CLOUDFLARE INC(NET)4,2850-4,2858390—-839
KKR & CO INC(KKR)10,0003,750-6,2501,3304870.54%-843
THE TRADE DESK INC(TTD)13,5350-13,5359740—-974
ARCOSA INC57,50041,750-15,7504,9863,9124.36%-1,073
WOODWARD INC(WWD)7,5002,500-5,0001,8386320.70%-1,206
CONMED CORP(CNMD)60,99841,500-19,4983,1771,9522.17%-1,225
BWX TECHNOLOGIES INC(BWXT)8,7500-8,7501,2610—-1,261
RH(RH)6,6730-6,6731,2610—-1,261
UBER TECHNOLOGIES INC(UBER)14,1450-14,1451,3200—-1,320
CBIZ INC(CBZ)95,000102,500+7,5006,8125,4286.04%-1,384
CAMECO CORP(CCJ)19,4700-19,4701,4450—-1,445
INTERCONTINENTAL EXCHANGE IN(ICE)8,2500-8,2501,5140—-1,514
IDT CORP(IDT)23,6720-23,6721,6170—-1,617
NIKE INC(NKE)22,8910-22,8911,6260—-1,626
EDWARDS LIFESCIENCES CORP22,5000-22,5001,7600—-1,760
BECTON DICKINSON & CO(BDX)42,50029,250-13,2507,3215,4756.10%-1,846
COUPANG INC(CPNG)74,2930-74,2932,2260—-2,226
ALPHABET INC(GOOG)13,9080-13,9082,4510—-2,451
AVANTOR INC(AVTR)652,019505,158-146,8618,7766,3047.02%-2,472
ELEVANCE HEALTH INC(ELV)6,5000-6,5002,5280—-2,528
META PLATFORMS INC(META)3,7450-3,7452,7640—-2,764
AMAZON COM INC(AMZN)16,1180-16,1183,5360—-3,536
MATCH GROUP INC NEW(MTCH)120,8640-120,8643,7330—-3,733
Page 1 of 1