Filed: 2/6/2023ACC: 0001135077-23-000001
📋 What this filing means
HYMAN CHARLES D filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$1.47B
Total AUM (reported)
13.45M
Total Shares
Allocation by class
COM$1.19B81.3%
CL B NEW$100.70M6.9%
CL A$38.05M2.6%
UTSER1 S&PDCRP$33.46M2.3%
CL B$26.98M1.8%
COM NEW$22.66M1.5%
GOLD SHS$4.81M0.3%
Portfolio Concentration
Top 3$226.73M15.5%
4–10$294.78M20.1%
11–25$400.89M27.3%
Rest$543.75M37.1%
Top 3 weight
15.5%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 13.46M
Sole
Full voting authority
11.29M
shares
% of voting shares83.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.17M
shares
% of voting shares16.1%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeSole · 83.9% of voting shares
Institutional Holdings240
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares325.99K
TypeSH
Market value$100.70M
6.87%
Sole
298.53K
Shared
0.00
None
27.46K
MICROSOFT CORP
SOLEShares269.45K
TypeSH
Market value$64.62M
4.41%
Sole
238.74K
Shared
0.00
None
30.71K
APPLE INC
SOLEShares472.62K
TypeSH
Market value$61.41M
4.19%
Sole
414.53K
Shared
0.00
None
58.09K
JOHNSON & JOHNSON
SOLEShares307.26K
TypeSH
Market value$54.28M
3.70%
Sole
275.65K
Shared
0.00
None
31.61K
FRP HLDGS INC
SOLEShares966.77K
TypeSH
Market value$52.07M
3.55%
Sole
437.58K
Shared
0.00
None
529.18K
MCDONALDS CORP
SOLEShares153.68K
TypeSH
Market value$40.50M
2.76%
Sole
136.91K
Shared
0.00
None
16.78K
DEERE & CO
SOLEShares92.34K
TypeSH
Market value$39.59M
2.70%
Sole
83.17K
Shared
0.00
None
9.17K
CATERPILLAR INC
SOLEShares160.13K
TypeSH
Market value$38.36M
2.62%
Sole
142.28K
Shared
0.00
None
17.85K
VULCAN MATLS CO
SOLEShares202.56K
TypeSH
Market value$35.47M
2.42%
Sole
150.25K
Shared
0.00
None
52.32K
PEPSICO INC
SOLEShares191.01K
TypeSH
Market value$34.51M
2.35%
Sole
174.58K
Shared
0.00
None
16.43K
COSTCO WHSL CORP NEW
SOLEShares73.74K
TypeSH
Market value$33.66M
2.30%
Sole
66.35K
Shared
0.00
None
7.39K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares75.56K
TypeSH
Market value$33.46M
2.28%
Sole
71.02K
Shared
0.00
None
4.54K
SOUTHERN CO
SOLEShares448.70K
TypeSH
Market value$32.04M
2.19%
Sole
409.97K
Shared
0.00
None
38.73K
MASTERCARD INCORPORATED
SOLEShares91.91K
TypeSH
Market value$31.96M
2.18%
Sole
85.33K
Shared
0.00
None
6.58K
HOME DEPOT INC
SOLEShares98.17K
TypeSH
Market value$31.01M
2.11%
Sole
86.54K
Shared
0.00
None
11.63K
PROCTER AND GAMBLE CO
SOLEShares183.57K
TypeSH
Market value$27.82M
1.90%
Sole
168.14K
Shared
0.00
None
15.43K
EMERSON ELEC CO
SOLEShares276.85K
TypeSH
Market value$26.59M
1.81%
Sole
249.56K
Shared
0.00
None
27.29K
CSX CORP
SOLEShares823.89K
TypeSH
Market value$25.52M
1.74%
Sole
772.42K
Shared
0.00
None
51.46K
NORFOLK SOUTHN CORP
SOLEShares101.22K
TypeSH
Market value$24.94M
1.70%
Sole
91.97K
Shared
0.00
None
9.25K
ORACLE CORP
SOLEShares305.12K
TypeSH
Market value$24.94M
1.70%
Sole
276.38K
Shared
0.00
None
28.74K
JPMORGAN CHASE & CO
SOLEShares182.56K
TypeSH
Market value$24.48M
1.67%
Sole
163.69K
Shared
0.00
None
18.87K
CHEVRON CORP NEW
SOLEShares134.88K
TypeSH
Market value$24.21M
1.65%
Sole
121.58K
Shared
0.00
None
13.30K
LOCKHEED MARTIN CORP
SOLEShares45.05K
TypeSH
Market value$21.91M
1.49%
Sole
39.31K
Shared
0.00
None
5.74K
MERCK & CO INC
SOLEShares174.31K
TypeSH
Market value$19.34M
1.32%
Sole
158.33K
Shared
0.00
None
15.97K
AIR PRODS & CHEMS INC
SOLEShares61.61K
TypeSH
Market value$18.99M
1.30%
Sole
58.31K
Shared
0.00
None
3.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 325.99K | SH | $100.70M 6.87% | 298.53K | 0.00 | 27.46K |
MICROSOFT CORPSOLE | COM | 269.45K | SH | $64.62M 4.41% | 238.74K | 0.00 | 30.71K |
APPLE INCSOLE | COM | 472.62K | SH | $61.41M 4.19% | 414.53K | 0.00 | 58.09K |
JOHNSON & JOHNSONSOLE | COM | 307.26K | SH | $54.28M 3.70% | 275.65K | 0.00 | 31.61K |
FRP HLDGS INCSOLE | COM | 966.77K | SH | $52.07M 3.55% | 437.58K | 0.00 | 529.18K |
MCDONALDS CORPSOLE | COM | 153.68K | SH | $40.50M 2.76% | 136.91K | 0.00 | 16.78K |
DEERE & COSOLE | COM | 92.34K | SH | $39.59M 2.70% | 83.17K | 0.00 | 9.17K |
CATERPILLAR INCSOLE | COM | 160.13K | SH | $38.36M 2.62% | 142.28K | 0.00 | 17.85K |
VULCAN MATLS COSOLE | COM | 202.56K | SH | $35.47M 2.42% | 150.25K | 0.00 | 52.32K |
PEPSICO INCSOLE | COM | 191.01K | SH | $34.51M 2.35% | 174.58K | 0.00 | 16.43K |
COSTCO WHSL CORP NEWSOLE | COM | 73.74K | SH | $33.66M 2.30% | 66.35K | 0.00 | 7.39K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 75.56K | SH | $33.46M 2.28% | 71.02K | 0.00 | 4.54K |
SOUTHERN COSOLE | COM | 448.70K | SH | $32.04M 2.19% | 409.97K | 0.00 | 38.73K |
MASTERCARD INCORPORATEDSOLE | CL A | 91.91K | SH | $31.96M 2.18% | 85.33K | 0.00 | 6.58K |
HOME DEPOT INCSOLE | COM | 98.17K | SH | $31.01M 2.11% | 86.54K | 0.00 | 11.63K |
PROCTER AND GAMBLE COSOLE | COM | 183.57K | SH | $27.82M 1.90% | 168.14K | 0.00 | 15.43K |
EMERSON ELEC COSOLE | COM | 276.85K | SH | $26.59M 1.81% | 249.56K | 0.00 | 27.29K |
CSX CORPSOLE | COM | 823.89K | SH | $25.52M 1.74% | 772.42K | 0.00 | 51.46K |
NORFOLK SOUTHN CORPSOLE | COM | 101.22K | SH | $24.94M 1.70% | 91.97K | 0.00 | 9.25K |
ORACLE CORPSOLE | COM | 305.12K | SH | $24.94M 1.70% | 276.38K | 0.00 | 28.74K |
JPMORGAN CHASE & COSOLE | COM | 182.56K | SH | $24.48M 1.67% | 163.69K | 0.00 | 18.87K |
CHEVRON CORP NEWSOLE | COM | 134.88K | SH | $24.21M 1.65% | 121.58K | 0.00 | 13.30K |
LOCKHEED MARTIN CORPSOLE | COM | 45.05K | SH | $21.91M 1.49% | 39.31K | 0.00 | 5.74K |
MERCK & CO INCSOLE | COM | 174.31K | SH | $19.34M 1.32% | 158.33K | 0.00 | 15.97K |
AIR PRODS & CHEMS INCSOLE | COM | 61.61K | SH | $18.99M 1.30% | 58.31K | 0.00 | 3.30K |
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