EdgeMarket › What Great Hill Capital Llc reported owning

What Great Hill Capital Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.5B

Positions

47

Quarter

2026-03-31

Shown below

31
largest by value
holdingvalue% of booksharesprice1y
PYPL
PayPal Holdings, Inc.
22.3M1.5%493.9K61.55-9.6%
XRAY
DENTSPLY SIRONA Inc.
11.7M0.8%1.0M10.92-23.4%
AAP
ADVANCE AUTO PARTS INC
9.4M0.6%178.6K42.58-24.7%
CPS
Cooper-Standard Holdings Inc.
9.2M0.6%331.6K28.03-4.9%
PZZA
PAPA JOHNS INTERNATIONAL INC
9.1M0.6%280.4K23.94-46.9%
VFC
V F CORP
8.8M0.6%517.5K14.37+11.8%
BAX
BAXTER INTERNATIONAL INC
8.1M0.5%485.1K26.34+8.5%
HRL
HORMEL FOODS CORP /DE/
7.8M0.5%346.3K23.88-16.6%
CCI
CROWN CASTLE INC.
7.5M0.5%92.7K75.51-26.6%
SWK
STANLEY BLACK & DECKER, INC.
7.4M0.5%103.7K100.02+35.3%
DEO
DIAGEO PLC
6.9M0.4%92.1K94.62-17.9%
QXO
QXO, Inc.
6.1M0.4%315.6K13.76-28.6%
NOV
NOV Inc.
5.1M0.3%273.3K20.42+67.5%
ETSY
ETSY INC
5.0M0.3%101.0K81.03+24.7%
GXO
GXO Logistics, Inc.
4.7M0.3%89.8K45.72-12.6%
INTC
INTEL CORP
4.5M0.3%102.2K90.07+282.6%
CRK
COMSTOCK RESOURCES INC
4.5M0.3%213.7K14.22-7.7%
BA
BOEING CO
3.9M0.3%19.6K214.20-5.1%
BABA
Alibaba Group Holding Ltd
2.8M0.2%22.6K119.34-0.1%
GNRC
GENERAC HOLDINGS INC.
2.8M0.2%14.3K205.98+8.6%
DIS
Walt Disney Co
2.3M0.1%23.4K107.78-7.9%
BIDU
Baidu, Inc.
2.0M0.1%18.2K93.21+7.4%
GOOS
Canada Goose Holdings Inc.
1.4M0.1%132.1K8.74-21.8%
EL
ESTEE LAUDER COMPANIES INC
1.3M0.1%18.2K101.94+17.8%
VXUS
Vanguard Total International Stock ETF
957.4K0.1%12.4K87.71+22.7%
VTI
Vanguard Morningstar Total Stock Market ETF
935.5K0.1%2.9K378.24+20.5%
VNQ
Vanguard Real Estate ETF
898.9K0.1%10.1K98.50+8.6%
TLT
iShares 20 Year Treasury Bond ETF
671.7K0.0%7.7K82.05-5.5%
TIP
iShares TIPS Bond ETF
669.6K0.0%6.1K107.13-2.7%
VWO
Vanguard FTSE Emerging Markets ETF
472.1K0.0%8.7K60.45+17.7%
PFE
PFIZER INC
414.8K0.0%14.8K28.07+10.6%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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