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Hamlin Capital Management: Q4 2022 vs. Q1 2023 - Analyzing their 13F holdings

Ava Hoppe | 30 April, 2023

Investment management firms are always on the lookout for a diversified portfolio of stocks that will maximize profits for their clients. Hamlin Capital Management LLC is no exception, and they have revealed their Q4 2022 and Q1 2023 13F holdings for public knowledge. In this blog post, we will analyze these holdings and discuss the changes observed in the share numbers and value of their investments.


Hamlin Capital Management is a registered investment advisory firm headquartered in Boston, Massachusetts. It specializes in fixed-income investing and was founded in 2001. They believe in conducting thorough research before investing and look for undervalued assets to add to their portfolio. They filed their Q4 2022 and Q1 2023 13F-HR report with the SEC, which provides a list of stocks and the number of shares held by the firm. By comparing both reports, we can identify the changes in their portfolio and assess their investment strategy.

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In the Q4 2022 report, Hamlin Capital held 969,630 shares of AbbVie Inc, worth $156,701,000. However, in the Q1 2023 report, there was a 3.3% decrease, and they were holding 950,328 shares, worth $151,453,000. This suggests that the investment firm has decreased its investment in AbbVie, possibly due to the stock's high valuation.


Hamlin Capital reported a significant increase in their holding of Texas Instruments Inc. In Q1 2023, they held 585,588 shares, worth $108,925,000, compared to 349,336 shares worth $57,717,000 held in Q4 2022, indicating an increase of 88.7%. This suggests that Hamlin Capital may be bullish on Texas Instruments' future prospects.


The Q1 2023 13F report showed that Hamlin Capital held 913,830 shares of Procter and Gamble Co, down 2.8% compared to the 922,730 shares worth $139,848,000 held in the Q4 2022 report. This decrease could be because of the stock's high valuation or because they have found other investment opportunities with better potential returns.


Hamlin Capital's investment in Ares Management Corporation has increased by 19.3%. In Q4 2022, they held 1,497,748 shares worth $102,505,000, and in Q1 2023, they held 1,465,299 shares worth $122,264,000. This suggests that Hamlin Capital has confidence in Ares Management Corporation's future prospects.


In conclusion, Hamlin Capital Management's Q4 2022 and Q1 2023 13F holdings show changes in their investment strategy. While some investments have increased, others have decreased, indicating that they have a diversified portfolio. It also suggests that they are bullish on some stocks and bearish on others. However, it's essential to note that the 13F report only shows a snapshot of the investment firm's portfolio and that their investment strategy could change at any time, depending on market conditions, investor needs, and other factors.

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