Hall Kathryn A.
CIK: 0001512944SEC EDGAR →
Portfolio Value
$185.5M
Holdings
20
As of
Q3 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GAP INC | 3,389,284 | $72.5M | 39.08% |
| 2 | LEVI STRAUSS & CO NEW | 2,160,395 | $50.3M | 27.13% |
| 3 | AT&T INC | 541,379 | $15.3M | 8.24% |
| 4 | COMCAST CORP NEW | 344,276 | $10.8M | 5.83% |
| 5 | SIRIUSXM HOLDINGS INC | 262,033 | $6.1M | 3.29% |
| 6 | LIBERTY MEDIA CORP DEL | 55,481 | $5.4M | 2.90% |
| 7 | LIBERTY BROADBAND CORP | 84,019 | $5.3M | 2.88% |
| 8 | WARNER BROS DISCOVERY INC | 273,035 | $5.3M | 2.87% |
| 9 | LIBERTY GLOBAL LTD | 243,513 | $2.9M | 1.54% |
| 10 | EXPEDIA GROUP INC | 12,150 | $2.6M | 1.40% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 4 | $125.5M | 67.7% |
| Communication Services | 15 | $59.2M | 31.9% |
| Unknown | 1 | $754K | 0.4% |