13F Portfolios

Hillman Capital Management, Inc. — INTERNATIONAL FLAVORS&FRAGRANCE IFF: Quarterly 13F Position History

Hillman Capital Management, Inc. has reported INTERNATIONAL FLAVORS&FRAGRANCE (IFF) on 12 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2023. As of Q1 2026, the position is sized at 72,773 shares ($5.3M market value, 3.67% of the equity book). Quarter-over-quarter share count change: 3,258 (-4.3%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 72,773 3,258 -4.3% $5.3M 3.67% $72.55
Q4 2025 76,031 3,233 -4.1% $5.1M 3.22% $67.39
Q3 2025 79,264 +4,584 +6.1% $4.9M 2.84% $61.54
Q2 2025 74,680 6,093 -7.5% $5.5M 3.00% $73.55
Q1 2025 80,773 17,767 -18.0% $6.3M 3.08% $77.61
Q4 2024 98,540 1,786 -1.8% $8.3M 3.09% $84.55
Q3 2024 100,326 253 -0.3% $10.5M 3.61% $104.93
Q2 2024 100,579 9,172 -8.4% $9.6M 3.38% $95.21
Q1 2024 109,751 526 -0.5% $9.4M 3.03% $85.99
Q4 2023 110,277 15,000 -12.0% $8.9M 3.08% $80.97
Q3 2023 125,277 +52,277 +71.6% $8.5M 3.29% $68.17
Q2 2023 73,000 $5.8M 2.05% $79.59

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Hillman Capital Management, Inc. first disclose a IFF position in 13F-HR filings?

Hillman Capital Management, Inc. first reported INTERNATIONAL FLAVORS&FRAGRANCE (IFF) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.

What was Hillman Capital Management, Inc.'s most recent quarter-over-quarter share-count change in IFF?

Between Q4 2025 and Q1 2026, Hillman Capital Management, Inc. reduced its IFF position by 3,258 shares (-4.3%), leaving 72,773 shares at a market value of $5.3M.

Does the implied price-per-share represent Hillman Capital Management, Inc.'s cost basis in IFF?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.