Huber Capital Management LLC

CIK: 0001511697SEC EDGAR →

Portfolio Value

$679.0M

Holdings

106

As of

Q4 2025

New Positions

107

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

GOLAR LNG LTD

1,129,385$42.0M
6.19%
2

KBR INC

922,460$37.1M
5.46%
3

CITIGROUP INC

268,755$31.4M
4.62%
4

UPBOUND GROUP INC

1,739,045$30.5M
4.50%
5

ORACLE CORP

136,766$26.7M
3.93%
6

ELI LILLY & CO

22,437$24.1M
3.55%
7

FEDEX CORP

83,167$24.0M
3.54%
8

PFIZER INC

955,518$23.8M
3.50%
9

PHILIP MORRIS INTL INC

146,415$23.5M
3.46%
10

DOLLAR GEN CORP NEW

174,092$23.1M
3.40%

Quarterly Changes

Top Buys

UPBD↑ Increased
$7.7M
VST↑ Increased
$5.4M
GLNG↑ Increased
$4.7M
UNHNEW
$4.0M
4I1↑ Increased
$3.7M

Top Sells

SJMCLOSED
$10.5M
LNG↓ Decreased
$5.0M
ENVA↓ Decreased
$4.2M
FDX↓ Decreased
$3.5M
DG↓ Decreased
$3.2M

New Positions (4)

$4.0M · 12K shares
$1.2M · 7K shares
$978K · 86K shares
$901K · 9K shares

Closed Positions (5)

$10.5M · 97K shares
$687K · 13K shares
$440K · 265K shares
$341K · 61K shares
$262K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown10$132.5M19.5%
Energy19$116.2M17.1%
Financial Services17$108.1M15.9%
Technology10$102.5M15.1%
Healthcare8$69.3M10.2%
Industrials5$37.6M5.5%
Consumer Defensive4$33.4M4.9%
Utilities17$30.0M4.4%
Communication Services3$27.0M4.0%
Consumer Cyclical8$15.4M2.3%
Basic Materials4$6.1M0.9%
Real Estate1$691K0.1%