Portfolio (Quarterly) Guide ↗

Hi-Line Capital Management, LLC

· CIK 0001776074

13F Portfolio $355M AUM 32 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 26 Added 1 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MKL	MARKEL GROUP INC	Financial Services	3,607	$6.9M	2.17%	SOLD
2	—	AMCOR PLC	—	172,208	$6.8M	2.15%	SOLD
3	UPS	UNITED PARCEL SVCS INC	Industrials	66,687	$6.6M	2.06%	SOLD
4	CHTR	CHARTER COMMUNICATIONS INC	Communication Services	1,369	$296K	0.09%	SOLD

Sector Allocation

Communication Services 20.2%

Financial Services 19.0%

Industrials 13.7%

Energy 12.3%

Technology 10.1%

Basic Materials 10.1%

Consumer Cyclical 6.6%

Healthcare 4.4%

Consumer Defensive 3.7%