Mark Hillman - Hillman Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    56
Portfolio value:    $144,004,744
Holdings Activity Buys Sells    History
Holding/activity history for  The Southern Co. (SO)
← All SO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q1 0 0.00 Sell 100.00% 0.16 $33.71–37.81 · VW $35.91i SEC
2007   Q4 49,866 0.16 Reduce 14.61% 0.05 $34.40–40.60 · VW $36.51i $1,932,000 SEC
2007   Q3 58,396 0.31 Reduce 8.49% 0.03 $35.04–38.75 · VW $37.14i $2,119,000 SEC
2007   Q2 63,816 0.31 Add 5.22% 0.02 $33.16–37.70 · VW $35.45i $2,188,000 SEC
2007   Q1 60,652 0.36 Add 3.39% 0.01 $34.85–38.90 · VW $36.59i $2,222,896 SEC
2006   Q4 58,664 0.39 Add 5.11% 0.02 $35.11–37.40 · VW $36.10i $2,162,000 SEC
2006   Q3 55,814 0.35 Reduce 0.44% <0.01 $33.70–36.73 · VW $35.56i $1,923,000 SEC
2006   Q2 56,059 0.35 Add 14.10% 0.04 $31.65–34.35 · VW $33.42i $1,797,000 SEC
2006   Q1 49,130 0.37 Reduce 3.31% 0.02 $30.48–34.10 · VW $32.18i $1,610,000 SEC
2005   Q4 50,810 0.54 Add 13.39% 0.06 $33.02–35.89 · VW $34.31i $1,754,000 SEC
2005   Q3 44,810 0.67 Add 4.19% 0.03 $32.76–36.47 · VW $34.65i $1,602,000 SEC
2005   Q2 43,010 0.68 Add 4.27% 0.03 $33.24–35.93 · VW $34.52i $1,491,000 SEC
2005   Q1 41,250 1.19 Add 0.34% <0.01 $31.14–34.70 · VW $33.26i $1,313,000 SEC
2004   Q4 41,110 1.32 $33.52 $1,378,000 SEC
Price snapshot:
Current price$96.47
52-week low$82.46
52-week high$99.26