1y return+9.5%S&P 500 +20.9%
3y return+52.1%S&P 500 +68.5%
5y return+92.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $256 against $232 in the S&P 500.2
Hyperion Capital Advisors LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Icon Pub Ltd CoCUSIP G4705A100 | $39.0M | 17.6% | +57.7% |
| FWONKLiberty Media Corp Del | $17.8M | 8.0% | +80.6% |
| ELVElevance Health Inc Formerly | $16.6M | 7.5% | −15.4% |
| SUNBSunbelt Rentals Holdings Inc | $15.5M | 7.0% | +65.6% |
| GOOGLAlphabet Inc | $15.1M | 6.8% | −34.9% |
| GOOGAlphabet Inc | $13.5M | 6.1% | −27.4% |
| TSMTaiwan Semiconductor Manufac | $13.1M | 5.9% | |
| Aon PLCCUSIP G0403H108 | $10.0M | 4.5% | +30.4% |
| ROPRoper Technologies Inc | $7.6M | 3.4% | |
| UNHUnitedhealth Group Inc | $7.2M | 3.3% | −48.9% |
| VERXVertex Inc | $7.2M | 3.3% | +31.2% |
| GMEDGlobus Med Inc | $5.6M | 2.5% | −49.3% |
| KSPIKaspi Kz Jsc | $4.8M | 2.2% | |
| ZTSZoetis Inc | $4.8M | 2.2% | |
| RYAAYRyanair Holdings PLC | $4.6M | 2.1% | |
| CACCCredit Accep Corp Mich | $4.6M | 2.1% | −49.1% |
| Brookfield Infrastructure PaCUSIP G16252101 | $3.5M | 1.6% | |
| ICEIntercontinental Exchange In | $3.1M | 1.4% | −61.6% |
| NFLXNetflix Inc. | $2.8M | 1.3% | −47.6% |
| AAPLApple Inc | $1.9M | 0.8% | |
| TJXTjx Cos Inc New | $1.4M | 0.7% | −1.0% |
| UHAL/BU Haul Holding Company | $1.4M | 0.6% | −15.6% |
| Copa Holdings SaCUSIP P31076105 | $1.3M | 0.6% | |
| AMZNAmazon Com Inc | $1.2M | 0.5% | +48.5% |
| MSFTMicrosoft Corp | $884K | 0.4% | +86.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $13.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $15.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $13.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.9M |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $1.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $878K |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $749K |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $809K |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $732K |
| WATWaters Corp | June 30, 2020 | +107.9% | $620K |
Sold off last quarter
- AMTMAmentum Holdings Inc was $7.9M
- GLIBKGci Liberty Inc was $621K
- INGIng Groep N.v. was $411K
- Accenture PLC IrelandCUSIP G1151C101 was $297K
- OMFOnemain Hldgs Inc was $214K
- NRPNatural Resource Partners LP was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | −11.7% | −4.6% |
| December 31, 2025 | +4.0% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | +0.7% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +3.0% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +12.5% | +11.2% |
| September 30, 2023 | +0.0% | −3.6% |
| June 30, 2023 | +20.0% | +8.3% |
| March 31, 2023 | +14.7% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −18.5% | −16.5% |
| March 31, 2022 | −3.4% | −4.9% |
| December 31, 2021 | +13.0% | +10.7% |
| September 30, 2021 | +2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hyperion Capital Advisors LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1794499&type=13F-HR&dateb=&owner=include&count=40CIK 1794499
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1794499/000091957426005177/Filed August 14, 2026 · accession 0000919574-26-005177