Huber Capital Management LLC

CIK: 0001511697Latest portfolio: $679.0M · Q4 2025

Holdings

106

Total Value

$679.0M

New Positions

4

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
GLNGGOLAR LNG LTD
1,129,385$42.0M6.19%+206K
2
K6BKBR INC
922,460$37.1M5.46%+142K
3
TRVCCITIGROUP INC
268,755$31.4M4.62%
4
UPBDUPBOUND GROUP INC
1,739,045$30.5M4.50%+774K
5
ORCLORACLE CORP
136,766$26.7M3.93%+35K
6
LLYELI LILLY & CO
22,437$24.1M3.55%
7
FDXFEDEX CORP
83,167$24.0M3.54%-3,900
8
PFEPFIZER INC
955,518$23.8M3.50%+142K
9
4I1PHILIP MORRIS INTL INC
146,415$23.5M3.46%+25K
10
DGDOLLAR GEN CORP NEW
174,092$23.1M3.40%-18,720
11
BACBANK AMERICA CORP
418,601$23.0M3.39%+30K
12
TAT&T INC
919,525$22.8M3.36%+235K
13
BPBP PLC
563,233$19.6M2.88%-76,300
14
MSFTMICROSOFT CORP
38,562$18.6M2.75%+4
15
FT2FIRST HORIZON CORPORATION
690,768$16.5M2.43%+78K
16
ENVAENOVA INTL INC
104,135$16.4M2.41%-1,649
17
LYFTLYFT INC
712,498$13.8M2.03%-3,000
18
SHELSHELL PLC
175,330$12.9M1.90%
19
THCTENET HEALTHCARE CORP
60,301$12.0M1.76%+9K
20
FCNCAFIRST CTZNS BANCSHARES INC D
5,024$10.8M1.59%+331
21
MAMASTERCARD INCORPORATED
18,409$10.5M1.55%
22
TFCTRUIST FINL CORP
201,464$9.9M1.46%+20K
23
OI*O-I GLASS INC
640,765$9.5M1.39%-96,762
24
TTITETRA TECHNOLOGIES INC DEL
1,008,680$9.5M1.39%-445,000
25
COSCNO FINL GROUP INC
218,998$9.3M1.37%

Quarterly Changes

New Positions

Closed Positions

  • SJMCLOSED
    $10.5B
  • TSNCLOSED
    $687.3M
  • KOSCLOSED
    $439.8M
  • STGWCLOSED
    $340.6M
  • JEFCLOSED
    $261.7M

Increased Positions

NameSharesChange
WEAV887K+288K
T920K+235K
PFE956K+142K
K6B922K+142K
RF307K+115K
FT2691K+78K
KVUE301K+58K
ORCL137K+35K
BAC419K+30K
4I1146K+25K

Decreased Positions

NameSharesChange
WTI3.7M-1231321
TTI1.0M-445000
OI*641K-96762
BP563K-76300
SILA30K-52995
HLF357K-40000
DG174K-18720
LNG41K-14031
MLR15K-12088
UTM37K-11012

Sector Breakdown

Energy0.0% ($4.202419561128839e+60T)
Financial Services0.0% ($2.302316370107821e+58T)
Utilities0.0% ($7.000643217181545e+51T)
Unknown0.0% ($3.7082313612348414e+33T)
Technology0.0% ($3.0537266571864914e+31T)
Healthcare0.0% ($2.4112237921198338e+23T)
Consumer Cyclical0.0% ($8598206315281006592.0T)
Industrials0.0% ($2402370095.8T)
Consumer Defensive0.0% ($2311451.9T)
Basic Materials0.0% ($238917.3T)
Communication Services0.0% ($2284.1T)
Real Estate0.0% ($691K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$679.0M106
Q3 2025Nov 13, 2025$631.4B107
Q2 2025Aug 13, 2025$587.7B0
Q1 2025May 14, 2025$530.9B106
Q4 2024Feb 12, 2025$501.9B105

Fund Information

CIK0001511697
Most Recent FilingFeb 13, 2026
Number of Filings5

Huber Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $679.0M across 106 holdings. The largest position is GOLAR LNG LTD (GLNG), representing 6.2% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.