Filed: 5/15/2026ACC: 0000919574-26-003130
📋 What this filing means
HYPERION CAPITAL ADVISORS LP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $207.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$207.69M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COM$76.09M36.6%
CL A$28.27M13.6%
SHS$24.94M12.0%
CAP STK CL A$18.67M9.0%
CAP STK CL C$15.07M7.3%
SPONSORED ADS$13.43M6.5%
COM LBTY ONE S C$8.79M4.2%
Portfolio Concentration
Top 3$49.50M23.8%
4–10$72.66M35.0%
11–25$68.21M32.8%
Rest$17.31M8.3%
Top 3 weight
23.8%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Sole
Full voting authority
2.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
ALPHABET INC
SOLEShares64.91K
TypeSH
Market value$18.67M
8.99%
Sole
64.91K
Shared
0.00
None
0.00
ICON PLC
SOLEShares142.46K
TypeSH
Market value$15.76M
7.59%
Sole
142.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.54K
TypeSH
Market value$15.07M
7.26%
Sole
52.54K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares50.76K
TypeSH
Market value$14.86M
7.15%
Sole
50.76K
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares140.85K
TypeSH
Market value$12.14M
5.84%
Sole
140.85K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares65.02K
TypeSH
Market value$10.23M
4.92%
Sole
65.02K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares27.52K
TypeSH
Market value$9.30M
4.48%
Sole
27.52K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares34.05K
TypeSH
Market value$9.21M
4.44%
Sole
34.05K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares103.34K
TypeSH
Market value$8.79M
4.23%
Sole
103.34K
Shared
0.00
None
0.00
SUNBELT RENTALS HOLDINGS INC
SOLEShares125.15K
TypeSH
Market value$8.15M
3.92%
Sole
125.15K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares22.50K
TypeSH
Market value$7.96M
3.83%
Sole
22.50K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares303.58K
TypeSH
Market value$7.92M
3.81%
Sole
303.58K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares66.79K
TypeSH
Market value$7.89M
3.80%
Sole
66.79K
Shared
0.00
None
0.00
AON PLC
SOLEShares23K
TypeSH
Market value$7.42M
3.57%
Sole
23K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares75.45K
TypeSH
Market value$7.25M
3.49%
Sole
75.45K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares14.06K
TypeSH
Market value$5.95M
2.87%
Sole
14.06K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares480K
TypeSH
Market value$5.71M
2.75%
Sole
480K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares55.81K
TypeSH
Market value$4.13M
1.99%
Sole
55.81K
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares71.38K
TypeSH
Market value$4.13M
1.99%
Sole
71.38K
Shared
0.00
None
0.00
BROOKFIELD INFRASTRUCTURE PA
SOLEShares96.02K
TypeSH
Market value$3.47M
1.67%
Sole
96.02K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.46K
TypeSH
Market value$1.64M
0.79%
Sole
6.46K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares9.66K
TypeSH
Market value$1.54M
0.74%
Sole
9.66K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares29.57K
TypeSH
Market value$1.32M
0.64%
Sole
29.57K
Shared
0.00
None
0.00
COPA HOLDINGS SA
SOLEShares8.40K
TypeSH
Market value$954.3K
0.46%
Sole
8.40K
Shared
0.00
None
0.00
BURFORD CAPITAL LIMITED
SOLEShares203K
TypeSH
Market value$917.6K
0.44%
Sole
203K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 64.91K | SH | $18.67M 8.99% | 64.91K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 142.46K | SH | $15.76M 7.59% | 142.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 52.54K | SH | $15.07M 7.26% | 52.54K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 50.76K | SH | $14.86M 7.15% | 50.76K | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 140.85K | SH | $12.14M 5.84% | 140.85K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 65.02K | SH | $10.23M 4.92% | 65.02K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 27.52K | SH | $9.30M 4.48% | 27.52K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 34.05K | SH | $9.21M 4.44% | 34.05K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 103.34K | SH | $8.79M 4.23% | 103.34K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 125.15K | SH | $8.15M 3.92% | 125.15K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 22.50K | SH | $7.96M 3.83% | 22.50K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 303.58K | SH | $7.92M 3.81% | 303.58K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 66.79K | SH | $7.89M 3.80% | 66.79K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 23K | SH | $7.42M 3.57% | 23K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 75.45K | SH | $7.25M 3.49% | 75.45K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 14.06K | SH | $5.95M 2.87% | 14.06K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 480K | SH | $5.71M 2.75% | 480K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 55.81K | SH | $4.13M 1.99% | 55.81K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 71.38K | SH | $4.13M 1.99% | 71.38K | 0.00 | 0.00 |
BROOKFIELD INFRASTRUCTURE PASOLE | LP INT UNIT | 96.02K | SH | $3.47M 1.67% | 96.02K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.46K | SH | $1.64M 0.79% | 6.46K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 9.66K | SH | $1.54M 0.74% | 9.66K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 29.57K | SH | $1.32M 0.64% | 29.57K | 0.00 | 0.00 |
COPA HOLDINGS SASOLE | CL A | 8.40K | SH | $954.3K 0.46% | 8.40K | 0.00 | 0.00 |
BURFORD CAPITAL LIMITEDSOLE | ORD SHS | 203K | SH | $917.6K 0.44% | 203K | 0.00 | 0.00 |
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