PC

Pacific Capital Partners Ltd

High-turnover traderMomentum followerQuality / disciplined sizing

Total reported value

$101.3M

Reporting period: 2026-03-31 · Number of holdings: 38

Pacific Capital Partners Ltd disclosed 38 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $101.3M and a quarterly turnover rate of 148.7%.

Personality snowflake

Concentration
18.54
Portfolio Stability
100
Momentum/Contrarian
100
Sector conviction
52.16
Diversification
76
Sizing Uniformity
91.16

Recent moves

  • Add BRK-A

    +128.6%　$6.2M

  • Trim BDX

    -55.9%　-$4.7M

  • Add AZO

    +142.0%　$4.2M

  • Add SCHW

    +118.6%　$3.2M

  • Add MIDD

    +118.6%　$3.1M

  • Trim UNP

    -26.0%　-$1.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-ABerkshire Hathaway Inc-cl AStock-Other11.34%+5.73%+128.57%
2AZOAutozone INCStock-Consumer Disc7.03%+3.89%+142.02%
3PGRProgressive CORPStock-Financials6.80%+6.80%NEW
4SCHWSchwab (charles) CORPStock-Financials6.22%+2.97%+118.60%
5MIDDMiddleby CORPStock-Industrials6.20%+2.78%+118.60%
6AMDAdvanced Micro DevicesStock-Tech4.60%+4.60%NEW
7UNPUnion Pacific CORPStock-Industrials4.52%-1.75%-26.01%
8NVDANvidia CORPStock-Tech4.34%+4.34%NEW
9AMATApplied Materials INCStock-Tech3.71%+3.71%NEW
10CMCSAComcast Corp-class AStock-Comm Services3.41%+3.41%NEW
11CHTRCharter Communications Inc-aStock-Comm Services3.39%+3.39%NEW
12BF-BBrown-forman Corp-class BStock-Other2.88%+1.48%+118.60%
13SPHRSphere Entertainment CoStock-Comm Services2.83%+2.83%NEW
14BDXBecton Dickinson And CoStock-Healthcare2.57%-5.16%-55.86%
15LYVLive Nation Entertainment InStock-Comm Services1.91%+1.91%NEW
16COOCooper Cos Inc/theStock-Healthcare1.86%+1.86%NEW
17WATWaters CORPStock-Healthcare1.80%+1.80%NEW
18AJGArthur J Gallagher & CoStock-Financials1.77%+1.77%NEW
19IBKRInteractive Brokers Gro-cl AStock-Financials1.71%+1.71%NEW
20AMZNAmazon.com INCStock-Consumer Disc1.65%+1.65%NEW
21KLACKla CORPStock-Tech1.62%+1.62%NEW
22TDWTidewater INCStock-Energy1.41%—+37.12%
23BRK-BBerkshire Hathaway Inc-cl BStock-Other1.41%—+4.63%
24SAPSap Se-sponsored AdrStock-Tech1.40%+1.40%NEW
25MSFTMicrosoft CORPStock-Tech1.38%+1.38%NEW
26SOLVSolventum CORPStock-Healthcare1.34%+1.34%NEW
27GOOGAlphabet Inc-cl CStock-Comm Services1.25%+1.25%NEW
28ITTItt INCStock-Industrials1.23%+1.23%NEW
29JPMJpmorgan Chase & CoStock-Financials1.13%+1.13%NEW
30AKAMAkamai Technologies INCStock-Tech1.02%+1.02%NEW
31LLYEli Lilly & CoStock-Healthcare1.00%+1.00%NEW
32INTUIntuit INCStock-Tech0.99%+0.99%NEW
33METAMeta Platforms Inc-class AStock-Comm Services0.97%+0.97%NEW
34INTCIntel CORPStock-Tech0.78%——
35AMTAmerican Tower CORPStock-Real Estate0.73%——
36CSGPCostar Group INCStock-Real Estate0.69%——
37RYANRyan Specialty Holdings INCStock-Financials0.69%——
38FWONKLiberty Media Corp-formula-cStock-Comm Services0.43%——

Holding changes this quarter

Pacific Capital Partners Ltd's most significant position changes for 2026-03-31: New buy: Progressive CORP (PGR); Sold out: Danaher CORP (DHR); Sold out: CRH plc (CRH); Sold out: Avantor INC (AVTR); Sold out: AerCap Holdings N.V. (AER).

Position changes disclosed by Pacific Capital Partners Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BRK-ABerkshire Hathaway Inc-cl A+5.7%+128.57%Add
2AZOAutozone INC+3.9%+142.02%Add
3SCHWSchwab (charles) CORP+3%+118.60%Add
4MIDDMiddleby CORP+2.8%+118.60%Add
5BF-BBrown-forman Corp-class B+1.5%+118.60%Add
6UNPUnion Pacific CORP-1.8%-26.01%Trim
7BDXBecton Dickinson And Co-5.2%-55.86%Trim
8PGRProgressive CORP—NEWNew buy
9DHRDanaher CORP—EXITSold out
10CRHCRH plc—EXITSold out
11AVTRAvantor INC—EXITSold out
12AERAerCap Holdings N.V.—EXITSold out
13AMDAdvanced Micro Devices—NEWNew buy
14NVDANvidia CORP—NEWNew buy
15EPAMEpam Systems INC—EXITSold out
16UNHUnitedhealth Group INC—EXITSold out
17AMATApplied Materials INC—NEWNew buy
18RPRXRoyalty Pharma plc—EXITSold out
19CMCSAComcast Corp-class A—NEWNew buy
20CLHClean Harbors INC—EXITSold out
21HUMHumana INC—EXITSold out
22CHTRCharter Communications Inc-a—NEWNew buy
23PYPLPaypal Holdings INC—EXITSold out
24SPHRSphere Entertainment Co—NEWNew buy
25APOApollo Global Management INC—EXITSold out
26ICUIIcu Medical INC—EXITSold out
27CBZCbiz INC—EXITSold out
28CWSTCasella Waste Systems Inc-a—EXITSold out
29LYVLive Nation Entertainment In—NEWNew buy
30COOCooper Cos Inc/the—NEWNew buy
31WATWaters CORP—NEWNew buy
32AJGArthur J Gallagher & Co—NEWNew buy
33FTVFortive CORP—EXITSold out
34IBKRInteractive Brokers Gro-cl A—NEWNew buy
35AMZNAmazon.com INC—NEWNew buy
36KLACKla CORP—NEWNew buy
37METMetlife INC—EXITSold out
38SAPSap Se-sponsored Adr—NEWNew buy
39MSFTMicrosoft CORP—NEWNew buy
40KKRKkr & Co INC—EXITSold out
41SOLVSolventum CORP—NEWNew buy
42GOOGAlphabet Inc-cl C—NEWNew buy
43ITTItt INC—NEWNew buy
44JPMJpmorgan Chase & Co—NEWNew buy
45ACAArcosa INC—EXITSold out
46AKAMAkamai Technologies INC—NEWNew buy
47LLYEli Lilly & Co—NEWNew buy
48LPXLouisiana-pacific CORP—EXITSold out
49INTUIntuit INC—NEWNew buy
50METAMeta Platforms Inc-class A—NEWNew buy

FAQ

What is Pacific Capital Partners Ltd and what type of investor is it?
Pacific Capital Partners Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $101.3M, spread across 38 disclosed positions.
What are Pacific Capital Partners Ltd's largest equity positions?
Based on the latest 13F filing, Pacific Capital Partners Ltd's top holdings by market value are: 1. Berkshire Hathaway Inc-cl A (BRK-A) — $11.5M (11.3%) 2. Autozone INC (AZO) — $7.1M (7.0%) 3. Progressive CORP (PGR) — $6.9M (6.8%) 4. Schwab (charles) CORP (SCHW) — $6.3M (6.2%) 5. Middleby CORP (MIDD) — $6.3M (6.2%)
What changes did Pacific Capital Partners Ltd make in its most recent portfolio filing?
In the latest reported quarter, Pacific Capital Partners Ltd made 50 notable position adjustments: 24 new positions were initiated, 5 existing holdings were added to, 2 positions were partially reduced, and 19 were completely exited. The largest of these moves: New buy: Progressive CORP (PGR); Sold out: Danaher CORP (DHR); Sold out: CRH plc (CRH); Sold out: Avantor INC (AVTR); Sold out: AerCap Holdings N.V. (AER)
What sectors does Pacific Capital Partners Ltd focus on?
Pacific Capital Partners Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 23.1% • Financials: 23.0% • Communication Services: 16.5% • Industrials: 13.9% • Consumer Discretionary: 10.1% • Health Care: 10.0%