Pacific Capital Partners Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Pacific Capital Partners Ltd reported 38 stock positions worth $101.3 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 11.3% of the portfolio, followed by AutoZone (AZO, 7.0%) and Progressive (PGR, 6.8%). Compared with Q4 2025, it opened 29 new positions, sold out of 27, added to 7 and reduced 2. The biggest buy was a new position in Progressive (PGR) and the biggest sale an exit from Danaher (DHR).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002064920
- Portfolio Value
- $101.3M (Q1 2026)
- SEC Filing
- 0002064920-26-000002 ↗ filed Apr 9, 2026
Holdings Value
Holdings 38 stocks · $101.3M
| BRK.A Berkshire Hathaway Inc. Class A | 11.34% | 16 | $11.5M | Add +128.6% |
| AZO AutoZone Inc. | 7.03% | 2,108 | $7.1M | Add +142.0% |
| PGR Progressive Corp. | 6.80% | 34,784 | $6.9M | New |
| SCHW Schwab (charles) Corp. | 6.22% | 67,044 | $6.3M | Add +118.6% |
| MIDD Middleby Corp. | 6.20% | 47,394 | $6.3M | Add +118.6% |
| AMD Advanced Micro Devices | 4.60% | 22,926 | $4.7M | New |
| UNP Union Pacific Corp. | 4.52% | 18,883 | $4.6M | Reduce -26.0% |
| NVDA Nvidia Corp. | 4.34% | 25,200 | $4.4M | New |
| AMAT Applied Materials Inc. | 3.71% | 11,000 | $3.8M | New |
| CMCSA Comcast Corp. Class A | 3.41% | 120,520 | $3.5M | New |
| CHTR Charter Communications Inc. Class A | 3.39% | 15,895 | $3.4M | New |
| BF.B Brown-Forman Corp. Class B | 2.88% | 110,464 | $2.9M | Add +118.6% |
| SPHR Sphere Entertainment Co. | 2.83% | 24,407 | $2.9M | New |
| BDX Becton Dickinson and Co. | 2.57% | 16,551 | $2.6M | Reduce -55.9% |
| LYV Live Nation Entertainment Inc. | 1.91% | 12,689 | $1.9M | New |
| COO The Cooper Cos Inc. | 1.86% | 26,410 | $1.9M | New |
| WAT Waters Corp. | 1.80% | 6,141 | $1.8M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.77% | 8,290 | $1.8M | New |
| IBKR Interactive Brokers Gro Class A | 1.71% | 25,861 | $1.7M | New |
| AMZN Amazon.com Inc. | 1.65% | 8,007 | $1.7M | New |
| KLAC KLA Corp. | 1.62% | 1,113 | $1.6M | New |
| TDW Tidewater Inc. | 1.41% | 17,140 | $1.4M | Add +37.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.41% | 2,986 | $1.4M | Add +4.6% |
| SAP Sap SE-Sponsored ADR | 1.40% | 8,300 | $1.4M | New |
| MSFT Microsoft Corp. | 1.38% | 3,767 | $1.4M | New |
| SOLV Solventum Corp. | 1.34% | 20,751 | $1.4M | New |
| GOOG Alphabet Inc. Class C | 1.25% | 4,400 | $1.3M | New |
| ITT Itt Inc. | 1.23% | 6,549 | $1.2M | New |
| JPM JPMorgan Chase & Co. | 1.13% | 3,900 | $1.1M | New |
| AKAM Akamai Technologies Inc. | 1.02% | 9,000 | $1.0M | New |
| LLY Eli Lilly & Co. | 1.00% | 1,107 | $1.0M | New |
| INTU Intuit Inc. | 0.99% | 2,332 | $1.0M | New |
| META Meta Platforms Inc. Class A | 0.97% | 1,720 | $984K | New |
| INTC Intel Corp. | 0.78% | 17,800 | $786K | New |
| AMT American Tower Corp. | 0.73% | 4,300 | $742K | New |
| CSGP Costar Group Inc. | 0.69% | 17,300 | $698K | New |
| RYAN Ryan Specialty Holdings Inc. | 0.69% | 20,646 | $697K | New |
| FWONK Liberty Media Corp. Class C | 0.43% | 5,081 | $432K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DHR Danaher Corp. | Sold out | 0.00% | −6.62 |
| CRH CRH PLC | Sold out | 0.00% | −5.80 |
| AVTR Avantor Inc. | Sold out | 0.00% | −5.17 |
| BDX Becton Dickinson and Co. | Reduce -55.9% | 2.57% | −5.16 |
| AER Aercap Holdings NV | Sold out | 0.00% | −5.00 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −4.41 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −4.12 |
| RPRX Royalty Pharma PLC Class A | Sold out | 0.00% | −3.89 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −3.67 |
| HUM Humana Inc. | Sold out | 0.00% | −3.67 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −3.13 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −2.69 |
| ICUI Icu Medical Inc. | Sold out | 0.00% | −2.69 |
| CBZ Cbiz Inc. | Sold out | 0.00% | −2.34 |
| CWST Casella Waste Systems Inc. Class A | Sold out | 0.00% | −2.16 |
| FTV Fortive Corp. | Sold out | 0.00% | −1.91 |
| UNP Union Pacific Corp. | Reduce -26.0% | 4.52% | −1.75 |
| MET Metlife Inc. | Sold out | 0.00% | −1.61 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −1.46 |
| ACA Arcosa Inc. | Sold out | 0.00% | −1.10 |
| LPX Louisiana-Pacific Corp. | Sold out | 0.00% | −1.07 |
| NCNO Ncino Inc. | Sold out | 0.00% | −1.02 |
| WWD Woodward Inc. | Sold out | 0.00% | −0.80 |
| LAB Standard Biotools Inc. | Sold out | 0.00% | −0.65 |
| BXMT Blackstone Mortgage Tru Class A | Sold out | 0.00% | −0.56 |
| SXT Sensient Technologies Corp. | Sold out | 0.00% | −0.50 |
| CNMD Conmed Corp. | Sold out | 0.00% | −0.41 |
| PBH Prestige Consumer Healthcare | Sold out | 0.00% | −0.33 |
| CNNE Cannae Holdings Inc. | Sold out | 0.00% | −0.21 |
Portfolio Buys Q4 2025 → Q1 2026
| PGR Progressive Corp. | New | 6.80% | +6.80 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +128.6% | 11.34% | +5.73 |
| AMD Advanced Micro Devices | New | 4.60% | +4.60 |
| NVDA Nvidia Corp. | New | 4.34% | +4.34 |
| AZO AutoZone Inc. | Add +142.0% | 7.03% | +3.89 |
| AMAT Applied Materials Inc. | New | 3.71% | +3.71 |
| CMCSA Comcast Corp. Class A | New | 3.41% | +3.41 |
| CHTR Charter Communications Inc. Class A | New | 3.39% | +3.39 |
| SCHW Schwab (charles) Corp. | Add +118.6% | 6.22% | +2.96 |
| SPHR Sphere Entertainment Co. | New | 2.83% | +2.83 |
| MIDD Middleby Corp. | Add +118.6% | 6.20% | +2.78 |
| LYV Live Nation Entertainment Inc. | New | 1.91% | +1.91 |
| COO The Cooper Cos Inc. | New | 1.86% | +1.86 |
| WAT Waters Corp. | New | 1.80% | +1.80 |
| AJG Arthur J Gallagher & Co. | New | 1.77% | +1.77 |
| IBKR Interactive Brokers Gro Class A | New | 1.71% | +1.71 |
| AMZN Amazon.com Inc. | New | 1.65% | +1.65 |
| KLAC KLA Corp. | New | 1.62% | +1.62 |
| BF.B Brown-Forman Corp. Class B | Add +118.6% | 2.88% | +1.48 |
| SAP Sap SE-Sponsored ADR | New | 1.40% | +1.40 |
| MSFT Microsoft Corp. | New | 1.38% | +1.38 |
| SOLV Solventum Corp. | New | 1.34% | +1.34 |
| GOOG Alphabet Inc. Class C | New | 1.25% | +1.25 |
| ITT Itt Inc. | New | 1.23% | +1.23 |
| JPM JPMorgan Chase & Co. | New | 1.13% | +1.13 |
| AKAM Akamai Technologies Inc. | New | 1.02% | +1.02 |
| LLY Eli Lilly & Co. | New | 1.00% | +1.00 |
| INTU Intuit Inc. | New | 0.99% | +0.99 |
| META Meta Platforms Inc. Class A | New | 0.97% | +0.97 |
| INTC Intel Corp. | New | 0.78% | +0.78 |
| TDW Tidewater Inc. | Add +37.1% | 1.41% | +0.74 |
| AMT American Tower Corp. | New | 0.73% | +0.73 |
| CSGP Costar Group Inc. | New | 0.69% | +0.69 |
| RYAN Ryan Specialty Holdings Inc. | New | 0.69% | +0.69 |
| FWONK Liberty Media Corp. Class C | New | 0.43% | +0.43 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.6% | 1.41% | −0.11 |
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 |