PACIFIC CAPITAL PARTNERS LTD

PrivateCIK: 2064920
38
Positions
$101.35M
Total AUM (reported)
752.78K
Total Shares

Allocation by class

TOTAL AUM$101.35M38 positions
COM$66.22M65.3%
CL A$22.93M22.6%
CL B$2.92M2.9%
COM CL A$1.73M1.7%
COM NEW$1.64M1.6%
CL B NEW$1.43M1.4%
SPON ADR$1.42M1.4%

Portfolio Concentration

Top 325.2%4–1033.0%11–2529.6%Rest12.2%TOP 1058.2%0%100%
Top 3$25.51M25.2%
4–10$33.44M33.0%
11–25$29.99M29.6%
Rest$12.41M12.2%

Top 3 weight

25.2%

Top 10 weight

58.2%

Voting Authority Distribution

Total shares with voting rights: 752.78K

Sole

Full voting authority

752.78K

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)

Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares16.00
TypeSH
Market value$11.49M
11.34%
Sole
16.00
Shared
0.00
None
0.00

AUTOZONE INC

SOLE
COM
Shares2.11K
TypeSH
Market value$7.12M
7.03%
Sole
2.11K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares34.78K
TypeSH
Market value$6.90M
6.80%
Sole
34.78K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares67.04K
TypeSH
Market value$6.30M
6.22%
Sole
67.04K
Shared
0.00
None
0.00

MIDDLEBY CORP

SOLE
COM
Shares47.39K
TypeSH
Market value$6.28M
6.20%
Sole
47.39K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares22.93K
TypeSH
Market value$4.66M
4.60%
Sole
22.93K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares18.88K
TypeSH
Market value$4.58M
4.52%
Sole
18.88K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares25.20K
TypeSH
Market value$4.39M
4.34%
Sole
25.20K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares11K
TypeSH
Market value$3.76M
3.71%
Sole
11K
Shared
0.00
None
0.00

COMCAST CORP NEW

SOLE
CL A
Shares120.52K
TypeSH
Market value$3.46M
3.41%
Sole
120.52K
Shared
0.00
None
0.00

CHARTER COMMUNICATIONS INC

SOLE
CL A
Shares15.89K
TypeSH
Market value$3.43M
3.39%
Sole
15.89K
Shared
0.00
None
0.00

BROWN FORMAN CORP

SOLE
CL B
Shares110.46K
TypeSH
Market value$2.92M
2.88%
Sole
110.46K
Shared
0.00
None
0.00

SPHERE ENTERTAINMENT CO

SOLE
CL A
Shares24.41K
TypeSH
Market value$2.87M
2.83%
Sole
24.41K
Shared
0.00
None
0.00

BECTON DICKINSON & CO

SOLE
COM
Shares16.55K
TypeSH
Market value$2.60M
2.57%
Sole
16.55K
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares12.69K
TypeSH
Market value$1.94M
1.91%
Sole
12.69K
Shared
0.00
None
0.00

COOPER COS INC

SOLE
COM
Shares26.41K
TypeSH
Market value$1.89M
1.86%
Sole
26.41K
Shared
0.00
None
0.00

WATERS CORP

SOLE
COM
Shares6.14K
TypeSH
Market value$1.83M
1.80%
Sole
6.14K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares8.29K
TypeSH
Market value$1.80M
1.77%
Sole
8.29K
Shared
0.00
None
0.00

INTERACTIVE BROKERS GROUP IN

SOLE
COM CL A
Shares25.86K
TypeSH
Market value$1.73M
1.71%
Sole
25.86K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares8.01K
TypeSH
Market value$1.67M
1.65%
Sole
8.01K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares1.11K
TypeSH
Market value$1.64M
1.62%
Sole
1.11K
Shared
0.00
None
0.00

TIDEWATER INC NEW

SOLE
COM
Shares17.14K
TypeSH
Market value$1.43M
1.41%
Sole
17.14K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares2.99K
TypeSH
Market value$1.43M
1.41%
Sole
2.99K
Shared
0.00
None
0.00

SAP SE

SOLE
SPON ADR
Shares8.30K
TypeSH
Market value$1.42M
1.40%
Sole
8.30K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares3.77K
TypeSH
Market value$1.39M
1.38%
Sole
3.77K
Shared
0.00
None
0.00
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