Hi-Line Capital Management, LLC Long-Term Concentrated

Location: Watertown, SD

CIK: 0001776074 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 27, 2026

Total Value: $318M (100.0% shares, 0.0% debt)

Holdings (32)

BRK/A BERKSHIRE HATHAWAY INC DEL 11.3%

Value $35.91M Shares 50 Est. Cost $371309.84 Unrealized +99.4%

IDEV ISHARES TR 10.4%

Value $33.06M Shares 395,579 Est. Cost $72.39 Unrealized —

LBRDK LIBERTY BROADBAND CORP 5.3%

Value $16.92M Shares 336,445 Est. Cost $60.85 Unrealized -18.2%

BRK/B BERKSHIRE HATHAWAY INC DEL 5.1%

Value $16.28M Shares 33,971 Est. Cost $308.46 Unrealized +60.0%

SIRI SIRIUSXM HOLDINGS INC 4.8%

Value $15.41M Shares 667,677 Est. Cost $27.95 Unrealized -25.1%

RSP INVESCO EXCHANGE TRADED FD T 4.2%

Value $13.42M Shares 69,949 Est. Cost $179.87 Unrealized —

IEMG ISHARES INC 4.2%

Value $13.28M Shares 190,395 Est. Cost $57.34 Unrealized —

NE NOBLE CORP PLC 3.5%

Value $11.17M Shares 227,589 Est. Cost $33.81 Unrealized +9.9%

CB CHUBB LTD SWITZ 3.3%

Value $10.46M Shares 31,988 Est. Cost $206.80 Unrealized +52.9%

EXP EAGLE MATLS INC 3.1%

Value $9.922M Shares 52,332 Est. Cost $227.78 Unrealized -1.2%

CF CF INDUSTRIES HOLD 3.0%

Value $9.432M Shares 72,646 Est. Cost $90.08 Unrealized 0.0%

AER AERCAP HOLDINGS NV 2.9%

Value $9.163M Shares 66,793 Est. Cost $122.72 Unrealized +18.8%

JPM JPMORGAN CHASE & CO 2.8%

Value $9.013M Shares 30,641 Est. Cost $114.77 Unrealized +171.4%

CI THE CIGNA GROUP 2.6%

Value $8.254M Shares 30,943 Est. Cost $288.05 Unrealized -2.6%

CRH CRH PLC 2.5%

Value $8.099M Shares 76,756 Est. Cost $85.77 Unrealized +45.0%

ADBE ADOBE INC 2.5%

Value $8.049M Shares 33,111 Est. Cost $323.58 Unrealized -10.4%

BRO BROWN & BROWN INC 2.3%

Value $7.385M Shares 113,242 Est. Cost $74.19 Unrealized 0.0%

HCC WARRIOR MET COAL INC 2.3%

Value $7.367M Shares 79,089 Est. Cost $48.39 Unrealized +90.1%

MKL MARKEL GROUP INC 2.2%

Value $6.904M Shares 3,607 Est. Cost $1833.57 Unrealized +13.3%

AMCR AMCOR PLC 2.2%

Value $6.845M Shares 172,208 Est. Cost $45.83 Unrealized 0.0%

DAC DANAOS CORPORATION 2.1%

Value $6.786M Shares 60,248 Est. Cost $87.10 Unrealized +18.4%

IVV ISHARES TR 2.1%

Value $6.746M Shares 10,327 Est. Cost $609.90 Unrealized —

UPS UNITED PARCEL SVCS INC 2.1%

Value $6.561M Shares 66,687 Est. Cost $111.41 Unrealized -1.4%

AXP AMERICAN EXPRESS CO 2.0%

Value $6.328M Shares 20,920 Est. Cost $125.46 Unrealized +183.9%

MHK MOHAWK INDS INC 2.0%

Value $6.317M Shares 64,159 Est. Cost $112.24 Unrealized +10.0%

IJH ISHARES TR 1.9%

Value $6.166M Shares 91,301 Est. Cost $62.91 Unrealized —

GLIBK GCI LIBERTY INC 1.7%

Value $5.266M Shares 141,523 Est. Cost $37.28 Unrealized +2.4%

PCAR PACCAR INC 1.5%

Value $4.853M Shares 42,014 Est. Cost $91.21 Unrealized +34.8%

VSNT VERSANT MEDIA GROUP INC 1.5%

Value $4.635M Shares 125,213 Est. Cost $32.14 Unrealized 0.0%

GRBK GREEN BRICK PARTNERS INC 1.3%

Value $4.088M Shares 63,434 Est. Cost $73.04 Unrealized 0.0%

IJR ISHARES TR 1.2%

Value $3.798M Shares 30,556 Est. Cost $115.49 Unrealized —

CHTR CHARTER COMMUNICATIONS INC 0.1%

Value $296K Shares 1,369 Est. Cost $224.96 Unrealized -5.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	50	$35.91M	11.3%	$371309.84	+99.4%	CL A	084670108
IDEV	ISHARES TR	395,579	$33.06M	10.4%	$72.39	—	CORE MSCI INTL	46435G326
LBRDK	LIBERTY BROADBAND CORP	336,445	$16.92M	5.3%	$60.85	-18.2%	COM SER C	530307305
BRK/B	BERKSHIRE HATHAWAY INC DEL	33,971	$16.28M	5.1%	$308.46	+60.0%	CL B NEW	084670702
SIRI	SIRIUSXM HOLDINGS INC	667,677	$15.41M	4.8%	$27.95	-25.1%	COMMON STOCK	829933100
RSP	INVESCO EXCHANGE TRADED FD T	69,949	$13.42M	4.2%	$179.87	—	S&P500 EQL WGT	46137V357
IEMG	ISHARES INC	190,395	$13.28M	4.2%	$57.34	—	CORE MSCI EMKT	46434G103
NE	NOBLE CORP PLC	227,589	$11.17M	3.5%	$33.81	+9.9%	ORD SHS A	G65431127
CB	CHUBB LTD SWITZ	31,988	$10.46M	3.3%	$206.80	+52.9%	COM	H1467J104
EXP	EAGLE MATLS INC	52,332	$9.922M	3.1%	$227.78	-1.2%	COM	26969P108
CF	CF INDUSTRIES HOLD	72,646	$9.432M	3.0%	$90.08	0.0%	COM	125269100
AER	AERCAP HOLDINGS NV	66,793	$9.163M	2.9%	$122.72	+18.8%	SHS	N00985106
JPM	JPMORGAN CHASE & CO	30,641	$9.013M	2.8%	$114.77	+171.4%	COM	46625H100
CI	THE CIGNA GROUP	30,943	$8.254M	2.6%	$288.05	-2.6%	COM	125523100
CRH	CRH PLC	76,756	$8.099M	2.5%	$85.77	+45.0%	ORD	G25508105
ADBE	ADOBE INC	33,111	$8.049M	2.5%	$323.58	-10.4%	COM	00724F101
BRO	BROWN & BROWN INC	113,242	$7.385M	2.3%	$74.19	0.0%	COM	115236101
HCC	WARRIOR MET COAL INC	79,089	$7.367M	2.3%	$48.39	+90.1%	COM	93627C101
MKL	MARKEL GROUP INC	3,607	$6.904M	2.2%	$1833.57	+13.3%	COM	570535104
AMCR	AMCOR PLC	172,208	$6.845M	2.2%	$45.83	0.0%	COM NEW	G0250X149
DAC	DANAOS CORPORATION	60,248	$6.786M	2.1%	$87.10	+18.4%	SHS	Y1968P121
IVV	ISHARES TR	10,327	$6.746M	2.1%	$609.90	—	CORE S&P500 ETF	464287200
UPS	UNITED PARCEL SVCS INC	66,687	$6.561M	2.1%	$111.41	-1.4%	CL B	911312106
AXP	AMERICAN EXPRESS CO	20,920	$6.328M	2.0%	$125.46	+183.9%	COM	025816109
MHK	MOHAWK INDS INC	64,159	$6.317M	2.0%	$112.24	+10.0%	COM	608190104
IJH	ISHARES TR	91,301	$6.166M	1.9%	$62.91	—	CORE S&P MCP ETF	464287507
GLIBK	GCI LIBERTY INC	141,523	$5.266M	1.7%	$37.28	+2.4%	COM SER C	36164V800
PCAR	PACCAR INC	42,014	$4.853M	1.5%	$91.21	+34.8%	COM	693718108
VSNT	VERSANT MEDIA GROUP INC	125,213	$4.635M	1.5%	$32.14	0.0%	COM CL A	925283103
GRBK	GREEN BRICK PARTNERS INC	63,434	$4.088M	1.3%	$73.04	0.0%	COM	392709101
IJR	ISHARES TR	30,556	$3.798M	1.2%	$115.49	—	CORE S&P SCP ETF	464287804
CHTR	CHARTER COMMUNICATIONS INC	1,369	$296K	0.1%	$224.96	-5.0%	CL A	16119P108