Fund HoldingsPacific Capital Partners Ltd

Total Portfolio Value
$94.16M
Total Bought
$24.09M
Total Sold
$21.91M
Net Transaction
+$2.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
UNION PAC CORP(UNP)7,04125,520+18,4791,6645,9036.27%+4,239
APOLLO GLOBAL MGMT INC(APO)017,500+17,50002,5332.69%+2,533
AERCAP HOLDINGS NV(AER)19,75032,750+13,0002,3904,7085.00%+2,318
CRH PLC
ORD
29,75043,750+14,0003,5675,4605.80%+1,893
BECTON DICKINSON & CO(BDX)29,25037,500+8,2505,4757,2787.73%+1,803
FORTIVE CORP(FTV)032,500+32,50001,7941.91%+1,794
DANAHER CORPORATION(DHR)25,00027,250+2,2504,9576,2386.62%+1,282
BERKSHIRE HATHAWAY INC DEL6222,854+2,2323131,4351.52%+1,122
MIDDLEBY CORP(MIDD)16,12621,681+5,5552,1443,2233.42%+1,080
LOUISIANA PAC CORP(LPX)012,500+12,50001,0101.07%+1,010
NCINO INC(NCNO)037,500+37,50009621.02%+962
EPAM SYS INC(EPAM)21,50020,250-1,2503,2424,1494.41%+907
UNITEDHEALTH GROUP INC(UNH)8,62511,750+3,1252,9783,8794.12%+901
KKR & CO INC(KKR)3,75010,750+7,0004871,3701.46%+883
SCHWAB CHARLES CORP(SCHW)22,92430,670+7,7462,1893,0643.25%+876
HUMANA INC(HUM)10,00013,500+3,5002,6023,4583.67%+856
TIDEWATER INC NEW(TDW)7,50012,500+5,0004006310.67%+231
AUTOZONE INC(AZO)635871+2362,7242,9543.14%+230
ROYALTY PHARMA PLC(RPRX)100,00094,750-5,2503,5283,6613.89%+133
WOODWARD INC(WWD)2,5002,50006327560.80%+124
METLIFE INC(MET)17,50019,250+1,7501,4411,5201.61%+78
BERKSHIRE HATHAWAY INC DEL7705,2795,2845.61%+4
BROWN FORMAN CORP(BF-A)50,53350,53301,3681,3171.40%-52
CLEAN HARBORS INC(CLH)15,75014,750-1,0003,6573,4593.67%-199
SENSIENT TECHNOLOGIES CORP(SXT)10,0005,000-5,0009394700.50%-469
PRESTIGE CONSMR HEALTHCARE I(PBH)12,5005,000-7,5007803080.33%-472
PAYPAL HLDGS INC(PYPL)52,50050,500-2,0003,5212,9483.13%-572
PERIMETER SOLUTIONS INC(PRM)27,5000-27,5006160-616
CASELLA WASTE SYS INC(CWST)32,50020,750-11,7503,0842,0322.16%-1,051
BLACKSTONE MTG TR INC(BXMT)87,50027,500-60,0001,6115260.56%-1,085
STANDARD BIOTOOLS INC1,325,000475,000-850,0001,7236080.65%-1,114
CANNAE HLDGS INC77,50012,500-65,0001,4191970.21%-1,222
AVANTOR INC(AVTR)505,158424,520-80,6386,3044,8655.17%-1,439
CONMED CORP(CNMD)41,5009,500-32,0001,9523860.41%-1,566
ARCOSA INC41,7509,750-32,0003,9121,0371.10%-2,876
CBIZ INC(CBZ)102,50043,750-58,7505,4282,2072.34%-3,221
ICU MED INC(ICUI)62,50017,750-44,7507,4982,5322.69%-4,965
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