$253 Million is the total value of Hyperion Capital Advisors LP's 42 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $116,170,000 | +8.7% | 334 | 0.0% | 45.83% | -11.0% | |
| BLDR | BUILDERS FIRSTSOURCE INC | $28,567,000 | +25.1% | 700,000 | 0.0% | 11.27% | +2.4% | |
| FCAU | FIAT CHRYSLER AUTOMOBILES N | $16,315,000 | +48.0% | 901,900 | 0.0% | 6.44% | +21.2% | |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $3,217,000 | +34.5% | 29,250 | 0.0% | 1.27% | +10.1% | |
| TJX | TJX COS INC NEW | $2,254,000 | +22.7% | 33,004 | 0.0% | 0.89% | +0.3% | |
| GOOGL | ALPHABET INCcap stk cl a | $2,112,000 | +19.6% | 1,205 | 0.0% | 0.83% | -2.1% | |
| BRO | BROWN & BROWN INC | $1,517,000 | +4.7% | 32,000 | 0.0% | 0.60% | -14.3% | |
| MTCH | MATCH GROUP INC NEW | $1,172,000 | +36.6% | 7,754 | 0.0% | 0.46% | +11.6% | |
| GS | GOLDMAN SACHS GROUP INC | $1,108,000 | +31.3% | 4,200 | 0.0% | 0.44% | +7.4% | |
| THO | THOR INDS INC | $928,000 | -2.3% | 9,975 | 0.0% | 0.37% | -20.1% | |
| FWONK | LIBERTY MEDIA CORP DEL | $688,000 | +17.4% | 16,152 | 0.0% | 0.27% | -3.9% | |
| IAC | IAC INTERACTIVECORP NEW | $681,000 | +58.4% | 3,594 | 0.0% | 0.27% | +30.0% | |
| WAT | WATERS CORP | $682,000 | +26.3% | 2,758 | 0.0% | 0.27% | +3.5% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $450,000 | +11.7% | 1,204 | 0.0% | 0.18% | -8.2% | |
| CRM | SALESFORCE COM INC | $430,000 | -11.5% | 1,934 | 0.0% | 0.17% | -27.4% | |
| BKNG | BOOKING HOLDINGS INC | $428,000 | +30.5% | 192 | 0.0% | 0.17% | +7.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $368,000 | -11.3% | 1,303 | 0.0% | 0.14% | -27.5% | |
| LIN | LINDE PLC | $227,000 | +10.2% | 863 | 0.0% | 0.09% | -9.1% | |
| MSFT | MICROSOFT CORP | $224,000 | +5.7% | 1,007 | 0.0% | 0.09% | -13.7% | |
| LOW | LOWES COS INC | $209,000 | -3.2% | 1,300 | 0.0% | 0.08% | -21.2% | |
| YTRA | YATRA ONLINE INC | $193,000 | +157.3% | 100,000 | 0.0% | 0.08% | +111.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 64.5% |
| ALPHABET INC | 16 | Q3 2023 | 9.1% |
| META PLATFORMS INC | 16 | Q3 2023 | 9.2% |
| CREDIT ACCEP CORP MICH | 16 | Q3 2023 | 7.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 16 | Q3 2023 | 6.3% |
| ALPHABET INC | 16 | Q3 2023 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 2.5% |
| ARISTA NETWORKS INC | 16 | Q3 2023 | 3.4% |
| RYANAIR HOLDINGS PLC | 16 | Q3 2023 | 1.8% |
| MASTERCARD INCORPORATED | 16 | Q3 2023 | 1.5% |
View Hyperion Capital Advisors LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Hyperion Capital Advisors LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.