Pacific Capital Partners Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Pacific Capital Partners Ltd reported 33 stock positions worth $89.8 million. Its top holding was Icu Medical (ICUI) at 8.3% of the portfolio, followed by Avantor (AVTR, 7.0%) and Becton Dickinson and (BDX, 6.1%). Compared with Q2 2025, it opened 11 new positions, sold out of 18, added to 7 and reduced 12. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale an exit from Match (MTCH).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002064920
- Portfolio Value
- $89.8M (Q3 2025)
- SEC Filing
- 0002064920-25-000012 ↗ filed Oct 27, 2025
Holdings Value
Holdings 33 stocks · $89.8M
| ICUI Icu Medical Inc. | 8.35% | 62,500 | $7.5M | Add +19.1% |
| AVTR Avantor Inc. | 7.02% | 505,158 | $6.3M | Reduce -22.5% |
| BDX Becton Dickinson and Co. | 6.09% | 29,250 | $5.5M | Reduce -31.2% |
| CBZ Cbiz Inc. | 6.04% | 102,500 | $5.4M | Add +7.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.88% | 7 | $5.3M | New |
| DHR Danaher Corp. | 5.52% | 25,000 | $5.0M | Add +25.0% |
| ACA Arcosa Inc. | 4.36% | 41,750 | $3.9M | Reduce -27.4% |
| CLH Clean Harbors Inc. | 4.07% | 15,750 | $3.7M | Reduce -10.0% |
| CRH CRH PLC | 3.97% | 29,750 | $3.6M | Reduce -20.7% |
| RPRX Royalty Pharma PLC Class A | 3.93% | 100,000 | $3.5M | Add +2.6% |
| PYPL PayPal Holdings Inc. | 3.92% | 52,500 | $3.5M | Reduce -5.8% |
| EPAM Epam Systems Inc. | 3.61% | 21,500 | $3.2M | Reduce -4.4% |
| CWST Casella Waste Systems Inc. Class A | 3.43% | 32,500 | $3.1M | New |
| UNH Unitedhealth Group Inc. | 3.32% | 8,625 | $3.0M | Add +81.6% |
| AZO AutoZone Inc. | 3.03% | 635 | $2.7M | New |
| HUM Humana Inc. | 2.90% | 10,000 | $2.6M | New |
| AER Aercap Holdings NV | 2.66% | 19,750 | $2.4M | Add +58.0% |
| SCHW Schwab (charles) Corp. | 2.44% | 22,924 | $2.2M | New |
| MIDD Middleby Corp. | 2.39% | 16,126 | $2.1M | New |
| CNMD Conmed Corp. | 2.17% | 41,500 | $2.0M | Reduce -32.0% |
| LAB Standard Biotools Inc. | 1.92% | 1,325,000 | $1.7M | Reduce -3.6% |
| UNP Union Pacific Corp. | 1.85% | 7,041 | $1.7M | New |
| BXMT Blackstone Mortgage Tru Class A | 1.79% | 87,500 | $1.6M | No change |
| MET Metlife Inc. | 1.60% | 17,500 | $1.4M | No change |
| CNNE Cannae Holdings Inc. | 1.58% | 77,500 | $1.4M | New |
| BF.B Brown-Forman Corp. Class B | 1.52% | 50,533 | $1.4M | New |
| SXT Sensient Technologies Corp. | 1.04% | 10,000 | $939K | No change |
| PBH Prestige Consumer Healthcare | 0.87% | 12,500 | $780K | Add +150.0% |
| WWD Woodward Inc. | 0.70% | 2,500 | $632K | Reduce -66.7% |
| PRM Perimeter Solutions Inc. | 0.69% | 27,500 | $616K | Reduce -72.5% |
| KKR KKR & Co. Inc. | 0.54% | 3,750 | $487K | Reduce -62.5% |
| TDW Tidewater Inc. | 0.45% | 7,500 | $400K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 622 | $313K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MTCH Match Group Inc. | Sold out | 0.00% | −3.50 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −3.31 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −2.59 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −2.37 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −2.30 |
| CPNG Coupang Inc. | Sold out | 0.00% | −2.09 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −1.65 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.52 |
| IDT Idt Corp. Class B | Sold out | 0.00% | −1.52 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −1.42 |
| CCJ Cameco Corp. | Sold out | 0.00% | −1.35 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.24 |
| AVTR Avantor Inc. | Reduce -22.5% | 7.02% | −1.21 |
| RH RH | Sold out | 0.00% | −1.18 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −1.18 |
| WWD Woodward Inc. | Reduce -66.7% | 0.70% | −1.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.91 |
| CNMD Conmed Corp. | Reduce -32.0% | 2.17% | −0.80 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.79 |
| BDX Becton Dickinson and Co. | Reduce -31.2% | 6.09% | −0.77 |
| KKR KKR & Co. Inc. | Reduce -62.5% | 0.54% | −0.70 |
| PRM Perimeter Solutions Inc. | Reduce -72.5% | 0.69% | −0.62 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.59 |
| KBR KBR Inc. | Sold out | 0.00% | −0.45 |
| ACA Arcosa Inc. | Reduce -27.4% | 4.36% | −0.32 |
| EPAM Epam Systems Inc. | Reduce -4.4% | 3.61% | −0.12 |
| PYPL PayPal Holdings Inc. | Reduce -5.8% | 3.92% | +0.04 |
| CLH Clean Harbors Inc. | Reduce -10.0% | 4.07% | +0.28 |
| LAB Standard Biotools Inc. | Reduce -3.6% | 1.92% | +0.37 |
| CRH CRH PLC | Reduce -20.7% | 3.97% | +0.74 |
Portfolio Buys Q2 2025 → Q3 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 5.88% | +5.88 |
| CWST Casella Waste Systems Inc. Class A | New | 3.43% | +3.43 |
| AZO AutoZone Inc. | New | 3.03% | +3.03 |
| HUM Humana Inc. | New | 2.90% | +2.90 |
| SCHW Schwab (charles) Corp. | New | 2.44% | +2.44 |
| MIDD Middleby Corp. | New | 2.39% | +2.39 |
| UNH Unitedhealth Group Inc. | Add +81.6% | 3.32% | +1.93 |
| UNP Union Pacific Corp. | New | 1.85% | +1.85 |
| ICUI Icu Medical Inc. | Add +19.1% | 8.35% | +1.84 |
| DHR Danaher Corp. | Add +25.0% | 5.52% | +1.81 |
| CNNE Cannae Holdings Inc. | New | 1.58% | +1.58 |
| BF.B Brown-Forman Corp. Class B | New | 1.52% | +1.52 |
| AER Aercap Holdings NV | Add +58.0% | 2.66% | +1.29 |
| RPRX Royalty Pharma PLC Class A | Add +2.6% | 3.93% | +0.63 |
| PBH Prestige Consumer Healthcare | Add +150.0% | 0.87% | +0.49 |
| TDW Tidewater Inc. | New | 0.45% | +0.45 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.35% | +0.35 |
| CBZ Cbiz Inc. | Add +7.9% | 6.04% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $115.6M | BRK.A, PGR, AZO, SCHW, MIDD |
| Q1 2026 | 38 | $101.3M | BRK.A, AZO, PGR, SCHW, MIDD |
| Q4 2025 | 36 | $94.2M | BDX, DHR, UNP, CRH, BRK.A |
| Q3 2025 | 33 | $89.8M | ICUI, AVTR, BDX, CBZ, BRK.A |
| Q2 2025 | 40 | $106.7M | AVTR, BDX, ICUI, CBZ, ACA |
| Q1 2025 | 38 | $158.1M | AVTR, ICUI, CLH, CBZ, AER |
| Q4 2024 | 50 | $170.0M | ICUI, AVTR, CBZ, UNH, CLH |
| Q3 2024 | 54 | $170.7M | ICUI, AVTR, UNH, DHR, WWD |
| Q2 2024 | 58 | $151.1M | ICUI, AVTR, CLH, ELV, CBZ |
| Q1 2024 | 58 | $152.9M | ICUI, AVTR, WWD, CRH, CBZ |