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Portfolio (Quarterly) Guide ↗

Huber Capital Management LLC

· CIK 0001511697
13F Portfolio $647.4B AUM 99 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 18 Added 53 Reduced 9 Exited
Page 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CFFI C & F FINL CORP Financial Services 60,415.0 $4.4M 0.68% $72.94 -1.1%
42 FUNC FIRST UTD CORP Financial Services 119,937.0 $4.4M 0.68% $36.64 +0.7%
43 KVUE KENVUE INC Consumer Defensive 219,000.0 $3.8M 0.58% -82K -27.2% $17.24 -0.3%
44 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 977,080.0 $3.3M 0.52% -85K -8.0% $3.41 +50.1%
45 CVX CHEVRON CORPORATION Energy 16,100.0 $3.3M 0.51% -2K -11.1% $206.90 -9.8%
46 MRK MERCK & CO INC Healthcare 25,293.0 $3.0M 0.47% $120.29 -5.7%
47 VST VISTRA CORP Utilities 18,329.0 $2.8M 0.43% -22K -54.0% $150.33 -5.6%
48 SAIC SCIENCE APPLICATIONS INTL CO Technology 28,785.0 $2.7M 0.42% +2K +5.8% $94.92 -2.4%
49 LIONSGATE STUDIOS CORP 264,067.0 $2.5M 0.39% $9.59
50 XOM EXXON MOBIL CORP Energy 14,369.0 $2.4M 0.38% -21K -59.4% $169.66 -9.9%
51 UTMD UTAH MED PRODS INC Healthcare 35,915.0 $2.2M 0.34% -925.0 -2.5% $61.99 +2.8%
52 FFIV F5 INC Technology 6,920.0 $2.0M 0.31% $289.33 +26.0%
53 HD HOME DEPOT INC Consumer Cyclical 5,998.0 $2.0M 0.30% $328.89 -7.5%
54 IOSP INNOSPEC INC Basic Materials 25,148.0 $1.8M 0.28% +3K +11.5% $73.02 +9.6%
55 VRTS VIRTUS INVT PARTNERS INC Financial Services 12,568.0 $1.7M 0.26% +2K +19.6% $134.35 +5.9%
56 STARZ ENTERTAINMENT CORP. 139,933.0 $1.6M 0.25% -7K -4.7% $11.50
57 ONB OLD NATL BANCORP IND Financial Services 55,856.0 $1.2M 0.19% $22.10 +6.7%
58 NEWT NEWTEKONE INC Financial Services 100,207.0 $1.1M 0.17% +14K +16.2% $10.95 +19.6%
59 NEE NEXTERA ENERGY INC Utilities 11,722.0 $1.1M 0.17% -8K -39.1% $92.88 +3.0%
60 SOUTHSTATE BK CORP 11,293.0 $1.0M 0.16% $92.52
Page 3 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.7%
Energy 20.7%
Industrials 12.4%
Healthcare 11.6%
Technology 9.8%
Consumer Defensive 8.9%
Utilities 4.8%
Communication Services 3.9%
Consumer Cyclical 3.7%
Basic Materials 0.5%