Great Hill Capital LLC

Est. AUM

$1.54B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PAYPAL HLDGS INCCALL	COM	$850.6M	8953700	55.37%	SOLE
2	STANLEY BLACK & DECKER INCCALL	COM	$293.9M	2555800	19.13%	SOLE
3	V F CORPCALL	COM	$75.0M	2999800	4.88%	SOLE
4	PFIZER INCCALL	COM	$23.9M	886700	1.56%	SOLE
5	ISHARES TRCALL	20 YR TR BD ETF	$23.0M	230000	1.50%	SOLE
6	BAXTER INTL INCCALL	COM	$22.6M	753400	1.47%	SOLE
7	PAYPAL HLDGS INC	COM	$22.3M	493858	1.45%	SOLE
8	HORMEL FOODS CORPCALL	COM	$20.7M	688700	1.34%	SOLE
9	ETSY INCCALL	COM	$19.4M	277000	1.26%	SOLE
10	ADVANCE AUTO PARTS INCCALL	COM	$14.3M	204800	0.93%	SOLE
11	CROWN CASTLE INCCALL	COM	$13.2M	115000	0.86%	SOLE
12	DENTSPLY SIRONA INC	COM	$11.7M	1008274	0.76%	SOLE
13	ADVANCE AUTO PARTS INC	COM	$9.4M	178596	0.61%	SOLE
14	COOPER-STANDARD HOLDINGS INC	COM	$9.2M	331619	0.60%	SOLE
15	PAPA JOHNS INTL INC	COM	$9.1M	280431	0.59%	SOLE
16	V F CORP	COM	$8.8M	517478	0.57%	SOLE
17	BAXTER INTL INC	COM	$8.2M	485097	0.53%	SOLE
18	HORMEL FOODS CORP	COM	$7.8M	346320	0.51%	SOLE
19	CROWN CASTLE INC	COM	$7.5M	92704	0.49%	SOLE
20	STANLEY BLACK & DECKER INC	COM	$7.4M	103708	0.48%	SOLE
21	DIAGEO PLC	SPON ADR NEW	$6.9M	92092	0.45%	SOLE
22	ALIBABA GROUP HLDG LTDCALL	SPONSORED ADS	$6.4M	40000	0.42%	SOLE
23	QXO INC	COM NEW	$6.1M	315565	0.40%	SOLE
24	DISNEY WALT COCALL	COM	$5.4M	45000	0.35%	SOLE
25	NOV INC	COM	$5.1M	273320	0.33%	SOLE
26	ETSY INC	COM	$5.0M	100974	0.33%	SOLE
27	GXO LOGISTICS INCORPORATED	COMMON STOCK	$4.7M	89763	0.30%	SOLE
28	INTEL CORP	COM	$4.5M	102243	0.29%	SOLE
29	COMSTOCK RES INC	COM	$4.5M	213701	0.29%	SOLE
30	NOV INCCALL	COM	$4.3M	215400	0.28%	SOLE
31	BOEING CO	COM	$3.9M	19615	0.25%	SOLE
32	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$2.8M	22611	0.18%	SOLE
33	GENERAC HLDGS INC	COM	$2.8M	14267	0.18%	SOLE
34	PAPA JOHNS INTL INCCALL	COM	$2.4M	52500	0.15%	SOLE
35	DISNEY WALT CO	COM	$2.3M	23425	0.15%	SOLE
36	BAIDU INC	SPON ADR REP A	$2.0M	18235	0.13%	SOLE
37	CANADA GOOSE HLDGS INC	SHS SUB VTG	$1.4M	132065	0.09%	SOLE
38	LAUDER ESTEE COS INC	CL A	$1.3M	18217	0.09%	SOLE
39	GXO LOGISTICS INCORPORATEDCALL	COMMON STOCK	$1.1M	20000	0.07%	SOLE
40	VANGUARD STAR FDS	VG TL INTL STK F	$957K	12416	0.06%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$935K	2916	0.06%	SOLE
42	VANGUARD INDEX FDS	REAL ESTATE ETF	$899K	10134	0.06%	SOLE
43	ISHARES TR	20 YR TR BD ETF	$672K	7748	0.04%	SOLE
44	ISHARES TR	TIPS BD ETF	$670K	6067	0.04%	SOLE
45	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$472K	8735	0.03%	SOLE
46	PFIZER INC	COM	$415K	14772	0.03%	SOLE
47	LAUDER ESTEE COS INCCALL	CL A	$125K	2500	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.