Amazon.com Inc: Mark Hillman Exits Position with a -3.96% Impact
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Mark Hillman (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into his investment moves during this period. Mark Hillman (Trades, Portfolio) is the president of Hillman Capital Management, a firm he founded in 1998. Before establishing his own company, he served as the chief investment officer at Custom Asset Management and Menocal Capital Management, whose assets he integrated into Hillman Capital. Hillman is known for investing in companies with quantitative competitive advantages that have temporarily fallen out of favor due to non-recurring or short-term issues. His valuation approach considers factors such as cash flow, dividends, sales, earnings, book value, and projected growth rates.
Mark Hillman (Trades, Portfolio) added a total of three stocks to his portfolio, including:
The most significant addition was The Hershey Co (NYSE:HSY), with 21,808 shares, accounting for 1.84% of the portfolio and a total value of $3.73 million.
The second largest addition was Advanced Micro Devices Inc (NASDAQ:AMD), consisting of 31,987 shares, representing approximately 1.62% of the portfolio, with a total value of $3.29 million.
The third largest addition was Medtronic PLC (NYSE:MDT), with 3,512 shares, accounting for 0.16% of the portfolio and a total value of $315,590.
Mark Hillman (Trades, Portfolio) also increased stakes in a total of 12 stocks, among them:
The most notable increase was Constellation Brands Inc (NYSE:STZ), with an additional 20,697 shares, bringing the total to 21,968 shares. This adjustment represents a significant 1,628.4% increase in share count, a 1.87% impact on the current portfolio, with a total value of $4.03 million.
The second largest increase was Microchip Technology Inc (NASDAQ:MCHP), with an additional 71,488 shares, bringing the total to 76,353. This adjustment represents a significant 1,469.43% increase in share count, with a total value of $3.70 million.
Mark Hillman (Trades, Portfolio) completely exited six holdings in the first quarter of 2025, as detailed below:
Amazon.com Inc (NASDAQ:AMZN): Mark Hillman (Trades, Portfolio) sold all 48,661 shares, resulting in a -3.96% impact on the portfolio.
SPDR S&P 500 ETF Trust (SPY): Mark Hillman (Trades, Portfolio) liquidated all 6,236 shares, causing a -1.36% impact on the portfolio.
Mark Hillman (Trades, Portfolio) also reduced positions in 36 stocks. The most significant changes include:
Reduced AT&T Inc (NYSE:T) by 186,403 shares, resulting in a -41.41% decrease in shares and a -1.57% impact on the portfolio. The stock traded at an average price of $25.15 during the quarter and has returned 5.00% over the past 3 months and 20.81% year-to-date.
Reduced Boeing Co (NYSE:BA) by 19,560 shares, resulting in a -34.26% reduction in shares and a -1.28% impact on the portfolio. The stock traded at an average price of $173.09 during the quarter and has returned 13.04% over the past 3 months and 17.77% year-to-date.
At the end of the first quarter of 2025, Mark Hillman (Trades, Portfolio)'s portfolio included 51 stocks. The top holdings included 3.67% in AT&T Inc (NYSE:T), 3.47% in Warner Bros. Discovery Inc (NASDAQ:WBD), 3.35% in CVS Health Corp (NYSE:CVS), 3.26% in Zimmer Biomet Holdings Inc (NYSE:ZBH), and 3.22% in CarMax Inc (NYSE:KMX).
The holdings are mainly concentrated in 9 of the 11 industries: Healthcare, Consumer Defensive, Communication Services, Technology, Basic Materials, Consumer Cyclical, Financial Services, Industrials, and Energy.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
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