HYMAN CHARLES D

PrivateCIK: 1135077

Location

PONTE VEDRA BEACH, FL

242

Positions

$1.79B

Total AUM (reported)

13.56M

Total Shares

Allocation by class

COM$1.42B79.1%

CL B NEW$132.77M7.4%

CL A$53.72M3.0%

COM NEW$43.37M2.4%

UTSER1 S&PDCRP$41.33M2.3%

CL B$25.55M1.4%

CAP STK CL C$8.06M0.4%

Portfolio Concentration

Top 3$357.18M19.9%

4–10$354.70M19.8%

11–25$469.72M26.2%

Rest$612.59M34.1%

Top 3 weight

19.9%

Top 10 weight

39.7%

Voting Authority Distribution

Total shares with voting rights: 13.56M

Sole

Full voting authority

10.84M

% of voting shares79.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.72M

% of voting shares20.1%

Investment Discretion (by position count)

Sole242

Shared0

Other0

Dominant voting typeSole · 79.9% of voting shares

Institutional Holdings242

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares326.38K

TypeSH

Market value$132.77M

7.40%

Sole

299.74K

Shared

0.00

None

26.64K

MICROSOFT CORP

SOLE

COM

Shares275.31K

TypeSH

Market value$123.05M

6.86%

Sole

241.54K

Shared

0.00

None

33.77K

APPLE INC

SOLE

COM

Shares481.25K

TypeSH

Market value$101.36M

5.65%

Sole

418.37K

Shared

0.00

None

62.87K

COSTCO WHSL CORP NEW

SOLE

COM

Shares72.99K

TypeSH

Market value$62.04M

3.46%

Sole

64.46K

Shared

0.00

None

8.52K

FRP HLDGS INC

SOLE

COM

Shares1.94M

TypeSH

Market value$55.25M

3.08%

Sole

659.48K

Shared

0.00

None

1.28M

CATERPILLAR INC

SOLE

COM

Shares160.16K

TypeSH

Market value$53.35M

2.97%

Sole

139.42K

Shared

0.00

None

20.74K

VULCAN MATLS CO

SOLE

COM

Shares197.69K

TypeSH

Market value$49.16M

2.74%

Sole

153.50K

Shared

0.00

None

44.19K

ORACLE CORP

SOLE

COM

Shares324.09K

TypeSH

Market value$45.76M

2.55%

Sole

286.88K

Shared

0.00

None

37.21K

MASTERCARD INCORPORATED

SOLE

CL A

Shares103.43K

TypeSH

Market value$45.63M

2.54%

Sole

94.39K

Shared

0.00

None

9.04K

JOHNSON & JOHNSON

SOLE

COM

Shares297.67K

TypeSH

Market value$43.51M

2.42%

Sole

263.78K

Shared

0.00

None

33.89K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares77.24K

TypeSH

Market value$41.33M

2.30%

Sole

73.80K

Shared

0.00

None

3.44K

MCDONALDS CORP

SOLE

COM

Shares157.52K

TypeSH

Market value$40.14M

2.24%

Sole

139.10K

Shared

0.00

None

18.42K

JPMORGAN CHASE & CO.

SOLE

COM

Shares185.88K

TypeSH

Market value$37.60M

2.10%

Sole

163.04K

Shared

0.00

None

22.84K

AMAZON COM INC

SOLE

COM

Shares186.03K

TypeSH

Market value$35.95M

2.00%

Sole

157.53K

Shared

0.00

None

28.51K

HOME DEPOT INC

SOLE

COM

Shares102.37K

TypeSH

Market value$35.24M

1.96%

Sole

88.89K

Shared

0.00

None

13.48K

SOUTHERN CO

SOLE

COM

Shares451.19K

TypeSH

Market value$35.00M

1.95%

Sole

409.22K

Shared

0.00

None

41.97K

DEERE & CO

SOLE

COM

Shares93.10K

TypeSH

Market value$34.78M

1.94%

Sole

83.65K

Shared

0.00

None

9.45K

PEPSICO INC

SOLE

COM

Shares190.85K

TypeSH

Market value$31.48M

1.75%

Sole

174.14K

Shared

0.00

None

16.71K

PROCTER AND GAMBLE CO

SOLE

COM

Shares184.93K

TypeSH

Market value$30.50M

1.70%

Sole

169.03K

Shared

0.00

None

15.89K

EMERSON ELEC CO

SOLE

COM

Shares270.60K

TypeSH

Market value$29.81M

1.66%

Sole

240.09K

Shared

0.00

None

30.51K

CSX CORP

SOLE

COM

Shares786.84K

TypeSH

Market value$26.32M

1.47%

Sole

741.13K

Shared

0.00

None

45.71K

PHILLIPS 66

SOLE

COM

Shares169.27K

TypeSH

Market value$23.90M

1.33%

Sole

153.74K

Shared

0.00

None

15.54K

MERCK & CO INC

SOLE

COM

Shares189.66K

TypeSH

Market value$23.48M

1.31%

Sole

168.61K

Shared

0.00

None

21.05K

AFLAC INC

SOLE

COM

Shares248.21K

TypeSH

Market value$22.17M

1.24%

Sole

224.03K

Shared

0.00

None

24.18K

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares49.51K

TypeSH

Market value$22.02M

1.23%

Sole

43.62K

Shared

0.00

None

5.89K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	326.38K	SH	$132.77M 7.40%	299.74K	26.64K
MICROSOFT CORPSOLE	COM	275.31K	SH	$123.05M 6.86%	241.54K	33.77K
APPLE INCSOLE	COM	481.25K	SH	$101.36M 5.65%	418.37K	62.87K
COSTCO WHSL CORP NEWSOLE	COM	72.99K	SH	$62.04M 3.46%	64.46K	8.52K
FRP HLDGS INCSOLE	COM	1.94M	SH	$55.25M 3.08%	659.48K	1.28M
CATERPILLAR INCSOLE	COM	160.16K	SH	$53.35M 2.97%	139.42K	20.74K
VULCAN MATLS COSOLE	COM	197.69K	SH	$49.16M 2.74%	153.50K	44.19K
ORACLE CORPSOLE	COM	324.09K	SH	$45.76M 2.55%	286.88K	37.21K
MASTERCARD INCORPORATEDSOLE	CL A	103.43K	SH	$45.63M 2.54%	94.39K	9.04K
JOHNSON & JOHNSONSOLE	COM	297.67K	SH	$43.51M 2.42%	263.78K	33.89K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	77.24K	SH	$41.33M 2.30%	73.80K	3.44K
MCDONALDS CORPSOLE	COM	157.52K	SH	$40.14M 2.24%	139.10K	18.42K
JPMORGAN CHASE & CO.SOLE	COM	185.88K	SH	$37.60M 2.10%	163.04K	22.84K
AMAZON COM INCSOLE	COM	186.03K	SH	$35.95M 2.00%	157.53K	28.51K
HOME DEPOT INCSOLE	COM	102.37K	SH	$35.24M 1.96%	88.89K	13.48K
SOUTHERN COSOLE	COM	451.19K	SH	$35.00M 1.95%	409.22K	41.97K
DEERE & COSOLE	COM	93.10K	SH	$34.78M 1.94%	83.65K	9.45K
PEPSICO INCSOLE	COM	190.85K	SH	$31.48M 1.75%	174.14K	16.71K
PROCTER AND GAMBLE COSOLE	COM	184.93K	SH	$30.50M 1.70%	169.03K	15.89K
EMERSON ELEC COSOLE	COM	270.60K	SH	$29.81M 1.66%	240.09K	30.51K
CSX CORPSOLE	COM	786.84K	SH	$26.32M 1.47%	741.13K	45.71K
PHILLIPS 66SOLE	COM	169.27K	SH	$23.90M 1.33%	153.74K	15.54K
MERCK & CO INCSOLE	COM	189.66K	SH	$23.48M 1.31%	168.61K	21.05K
AFLAC INCSOLE	COM	248.21K	SH	$22.17M 1.24%	224.03K	24.18K
INTUITIVE SURGICAL INCSOLE	COM NEW	49.51K	SH	$22.02M 1.23%	43.62K	5.89K

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