13F filer · graded

Hillman Capital Management, Inc.

#35 of 134

rank in today's book

75th

percentile

64.4%

niche skew

3

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

•••2026-08-14— at buyEarly Conviction now
INTU2026-05-15Fading at buyCrowded now−22.9%
FISV2025-11-14Fading at buyFading now−25.6%

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As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

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