May Hill Capital, LLC originally filed its 13F report for Q4 2025 on February 05, 2026. The filing was subsequently amended, with the latest update submitted on May 07, 2026. The portfolio totaled 764.65 M reflecting a +124.09% change from the prior quarter, spanning 331 assets. The top 10 holdings comprised 45.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 148 new positions and 8 complete exits.
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Yes. May Hill Capital originally filed on 02/05/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 05/07/2026.
In the Q4 2025 filing, May Hill Capital reported a managed portfolio value of 370.93 M, consisting of 199 individual positions.
Multiple filings indicate that May Hill Capital updated their Q4 2025 report. The initial filing was submitted on 02/05/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks May Hill Capital bought or sold during Q4 2025, please visit May Hill Capital's Portfolio Analysis page.