Filed: 1/15/2026ACC: 0002064920-26-000001
📋 What this filing means
PACIFIC CAPITAL PARTNERS LTD filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $94.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$94.16M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
COM$69.74M74.1%
CL A$7.32M7.8%
ORD$5.46M5.8%
SHS$4.71M5.0%
SHS CLASS A$3.66M3.9%
CL B NEW$1.43M1.5%
CL B$1.32M1.4%
Portfolio Concentration
Top 3$19.42M20.6%
4–10$32.01M34.0%
11–25$35.85M38.1%
Rest$6.89M7.3%
Top 3 weight
20.6%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Sole
Full voting authority
1.67M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
BECTON DICKINSON & CO
SOLEShares37.50K
TypeSH
Market value$7.28M
7.73%
Sole
37.50K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares27.25K
TypeSH
Market value$6.24M
6.62%
Sole
27.25K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares25.52K
TypeSH
Market value$5.90M
6.27%
Sole
25.52K
Shared
0.00
None
0.00
CRH PLC
SOLEShares43.75K
TypeSH
Market value$5.46M
5.80%
Sole
43.75K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.28M
5.61%
Sole
7.00
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares424.52K
TypeSH
Market value$4.86M
5.17%
Sole
424.52K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares32.75K
TypeSH
Market value$4.71M
5.00%
Sole
32.75K
Shared
0.00
None
0.00
EPAM SYS INC
SOLEShares20.25K
TypeSH
Market value$4.15M
4.41%
Sole
20.25K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares11.75K
TypeSH
Market value$3.88M
4.12%
Sole
11.75K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares94.75K
TypeSH
Market value$3.66M
3.89%
Sole
94.75K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares14.75K
TypeSH
Market value$3.46M
3.67%
Sole
14.75K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares13.50K
TypeSH
Market value$3.46M
3.67%
Sole
13.50K
Shared
0.00
None
0.00
MIDDLEBY CORP
SOLEShares21.68K
TypeSH
Market value$3.22M
3.42%
Sole
21.68K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares30.67K
TypeSH
Market value$3.06M
3.25%
Sole
30.67K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares871.00
TypeSH
Market value$2.95M
3.14%
Sole
871.00
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares50.50K
TypeSH
Market value$2.95M
3.13%
Sole
50.50K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares17.50K
TypeSH
Market value$2.53M
2.69%
Sole
17.50K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares17.75K
TypeSH
Market value$2.53M
2.69%
Sole
17.75K
Shared
0.00
None
0.00
CBIZ INC
SOLEShares43.75K
TypeSH
Market value$2.21M
2.34%
Sole
43.75K
Shared
0.00
None
0.00
CASELLA WASTE SYS INC
SOLEShares20.75K
TypeSH
Market value$2.03M
2.16%
Sole
20.75K
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares32.50K
TypeSH
Market value$1.79M
1.91%
Sole
32.50K
Shared
0.00
None
0.00
METLIFE INC
SOLEShares19.25K
TypeSH
Market value$1.52M
1.61%
Sole
19.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.85K
TypeSH
Market value$1.43M
1.52%
Sole
2.85K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares10.75K
TypeSH
Market value$1.37M
1.46%
Sole
10.75K
Shared
0.00
None
0.00
BROWN FORMAN CORP
SOLEShares50.53K
TypeSH
Market value$1.32M
1.40%
Sole
50.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BECTON DICKINSON & COSOLE | COM | 37.50K | SH | $7.28M 7.73% | 37.50K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 27.25K | SH | $6.24M 6.62% | 27.25K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 25.52K | SH | $5.90M 6.27% | 25.52K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 43.75K | SH | $5.46M 5.80% | 43.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.28M 5.61% | 7.00 | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 424.52K | SH | $4.86M 5.17% | 424.52K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 32.75K | SH | $4.71M 5.00% | 32.75K | 0.00 | 0.00 |
EPAM SYS INCSOLE | COM | 20.25K | SH | $4.15M 4.41% | 20.25K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 11.75K | SH | $3.88M 4.12% | 11.75K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 94.75K | SH | $3.66M 3.89% | 94.75K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 14.75K | SH | $3.46M 3.67% | 14.75K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 13.50K | SH | $3.46M 3.67% | 13.50K | 0.00 | 0.00 |
MIDDLEBY CORPSOLE | COM | 21.68K | SH | $3.22M 3.42% | 21.68K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 30.67K | SH | $3.06M 3.25% | 30.67K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 871.00 | SH | $2.95M 3.14% | 871.00 | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 50.50K | SH | $2.95M 3.13% | 50.50K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 17.50K | SH | $2.53M 2.69% | 17.50K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 17.75K | SH | $2.53M 2.69% | 17.75K | 0.00 | 0.00 |
CBIZ INCSOLE | COM | 43.75K | SH | $2.21M 2.34% | 43.75K | 0.00 | 0.00 |
CASELLA WASTE SYS INCSOLE | CL A | 20.75K | SH | $2.03M 2.16% | 20.75K | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 32.50K | SH | $1.79M 1.91% | 32.50K | 0.00 | 0.00 |
METLIFE INCSOLE | COM | 19.25K | SH | $1.52M 1.61% | 19.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.85K | SH | $1.43M 1.52% | 2.85K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 10.75K | SH | $1.37M 1.46% | 10.75K | 0.00 | 0.00 |
BROWN FORMAN CORPSOLE | CL B | 50.53K | SH | $1.32M 1.40% | 50.53K | 0.00 | 0.00 |
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