Pacific Capital Partners Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Pacific Capital Partners Ltd reported 36 stock positions worth $94.2 million. Its top holding was Becton Dickinson and (BDX) at 7.7% of the portfolio, followed by Danaher (DHR, 6.6%) and Union Pacific (UNP, 6.3%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 14 and reduced 15. The biggest buy was Union Pacific (UNP, shares +262%) and the biggest sale Icu Medical (ICUI, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002064920
- Portfolio Value
- $94.2M (Q4 2025)
- SEC Filing
- 0002064920-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 36 stocks · $94.2M
| BDX Becton Dickinson and Co. | 7.73% | 37,500 | $7.3M | Add +28.2% |
| DHR Danaher Corp. | 6.62% | 27,250 | $6.2M | Add +9.0% |
| UNP Union Pacific Corp. | 6.27% | 25,520 | $5.9M | Add +262.4% |
| CRH CRH PLC | 5.80% | 43,750 | $5.5M | Add +47.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.61% | 7 | $5.3M | No change |
| AVTR Avantor Inc. | 5.17% | 424,520 | $4.9M | Reduce -16.0% |
| AER Aercap Holdings NV | 5.00% | 32,750 | $4.7M | Add +65.8% |
| EPAM Epam Systems Inc. | 4.41% | 20,250 | $4.1M | Reduce -5.8% |
| UNH Unitedhealth Group Inc. | 4.12% | 11,750 | $3.9M | Add +36.2% |
| RPRX Royalty Pharma PLC Class A | 3.89% | 94,750 | $3.7M | Reduce -5.3% |
| CLH Clean Harbors Inc. | 3.67% | 14,750 | $3.5M | Reduce -6.3% |
| HUM Humana Inc. | 3.67% | 13,500 | $3.5M | Add +35.0% |
| MIDD Middleby Corp. | 3.42% | 21,681 | $3.2M | Add +34.5% |
| SCHW Schwab (charles) Corp. | 3.25% | 30,670 | $3.1M | Add +33.8% |
| AZO AutoZone Inc. | 3.14% | 871 | $3.0M | Add +37.2% |
| PYPL PayPal Holdings Inc. | 3.13% | 50,500 | $2.9M | Reduce -3.8% |
| APO Apollo Global Management Inc. | 2.69% | 17,500 | $2.5M | New |
| ICUI Icu Medical Inc. | 2.69% | 17,750 | $2.5M | Reduce -71.6% |
| CBZ Cbiz Inc. | 2.34% | 43,750 | $2.2M | Reduce -57.3% |
| CWST Casella Waste Systems Inc. Class A | 2.16% | 20,750 | $2.0M | Reduce -36.1% |
| FTV Fortive Corp. | 1.91% | 32,500 | $1.8M | New |
| MET Metlife Inc. | 1.61% | 19,250 | $1.5M | Add +10.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 2,854 | $1.4M | Add +358.8% |
| KKR KKR & Co. Inc. | 1.46% | 10,750 | $1.4M | Add +186.7% |
| BF.B Brown-Forman Corp. Class B | 1.40% | 50,533 | $1.3M | No change |
| ACA Arcosa Inc. | 1.10% | 9,750 | $1.0M | Reduce -76.7% |
| LPX Louisiana-Pacific Corp. | 1.07% | 12,500 | $1.0M | New |
| NCNO Ncino Inc. | 1.02% | 37,500 | $962K | New |
| WWD Woodward Inc. | 0.80% | 2,500 | $756K | No change |
| TDW Tidewater Inc. | 0.67% | 12,500 | $631K | Add +66.7% |
| LAB Standard Biotools Inc. | 0.65% | 475,000 | $608K | Reduce -64.2% |
| BXMT Blackstone Mortgage Tru Class A | 0.56% | 27,500 | $526K | Reduce -68.6% |
| SXT Sensient Technologies Corp. | 0.50% | 5,000 | $470K | Reduce -50.0% |
| CNMD Conmed Corp. | 0.41% | 9,500 | $386K | Reduce -77.1% |
| PBH Prestige Consumer Healthcare | 0.33% | 5,000 | $308K | Reduce -60.0% |
| CNNE Cannae Holdings Inc. | 0.21% | 12,500 | $197K | Reduce -83.9% |
Portfolio Sells Q3 2025 → Q4 2025
| ICUI Icu Medical Inc. | Reduce -71.6% | 2.69% | −5.66 |
| CBZ Cbiz Inc. | Reduce -57.3% | 2.34% | −3.70 |
| ACA Arcosa Inc. | Reduce -76.7% | 1.10% | −3.25 |
| AVTR Avantor Inc. | Reduce -16.0% | 5.17% | −1.85 |
| CNMD Conmed Corp. | Reduce -77.1% | 0.41% | −1.76 |
| CNNE Cannae Holdings Inc. | Reduce -83.9% | 0.21% | −1.37 |
| CWST Casella Waste Systems Inc. Class A | Reduce -36.1% | 2.16% | −1.27 |
| LAB Standard Biotools Inc. | Reduce -64.2% | 0.65% | −1.27 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -68.6% | 0.56% | −1.23 |
| PYPL PayPal Holdings Inc. | Reduce -3.8% | 3.13% | −0.79 |
| PRM Perimeter Solutions Inc. | Sold out | 0.00% | −0.69 |
| SXT Sensient Technologies Corp. | Reduce -50.0% | 0.50% | −0.55 |
| PBH Prestige Consumer Healthcare | Reduce -60.0% | 0.33% | −0.54 |
| CLH Clean Harbors Inc. | Reduce -6.3% | 3.67% | −0.40 |
| RPRX Royalty Pharma PLC Class A | Reduce -5.3% | 3.89% | −0.04 |
| EPAM Epam Systems Inc. | Reduce -5.8% | 4.41% | +0.80 |
Portfolio Buys Q3 2025 → Q4 2025
| UNP Union Pacific Corp. | Add +262.4% | 6.27% | +4.42 |
| APO Apollo Global Management Inc. | New | 2.69% | +2.69 |
| AER Aercap Holdings NV | Add +65.8% | 5.00% | +2.34 |
| FTV Fortive Corp. | New | 1.91% | +1.91 |
| CRH CRH PLC | Add +47.1% | 5.80% | +1.83 |
| BDX Becton Dickinson and Co. | Add +28.2% | 7.73% | +1.63 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +358.8% | 1.52% | +1.18 |
| DHR Danaher Corp. | Add +9.0% | 6.62% | +1.11 |
| LPX Louisiana-Pacific Corp. | New | 1.07% | +1.07 |
| MIDD Middleby Corp. | Add +34.5% | 3.42% | +1.04 |
| NCNO Ncino Inc. | New | 1.02% | +1.02 |
| KKR KKR & Co. Inc. | Add +186.7% | 1.46% | +0.91 |
| SCHW Schwab (charles) Corp. | Add +33.8% | 3.25% | +0.82 |
| UNH Unitedhealth Group Inc. | Add +36.2% | 4.12% | +0.80 |
| HUM Humana Inc. | Add +35.0% | 3.67% | +0.78 |
| TDW Tidewater Inc. | Add +66.7% | 0.67% | +0.23 |
| AZO AutoZone Inc. | Add +37.2% | 3.14% | +0.10 |
| MET Metlife Inc. | Add +10.0% | 1.61% | +0.01 |
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 |