EdgeMarket › What Hosking Partners Llp reported owning
What Hosking Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.8BPositions
99Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 137.0M | 4.9% | 477.5K | 341.75 | +70.7% |
| C CITIGROUP INC | 127.8M | 4.6% | 1.1M | 131.65 | +41.3% |
| MU MICRON TECHNOLOGY INC | 84.9M | 3.0% | 251.4K | 966.78 | +724.8% |
| FCX FREEPORT-MCMORAN INC | 84.7M | 3.0% | 1.4M | 76.66 | +85.6% |
| IBKR Interactive Brokers Group, Inc. | 80.2M | 2.9% | 1.2M | 93.87 | +50.3% |
| AMZN AMAZON COM INC | 79.0M | 2.8% | 379.5K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 73.4M | 2.6% | 153.2K | — | — |
| LYB LyondellBasell Industries N.V. | 69.5M | 2.5% | 863.1K | 67.53 | +22.0% |
| CBRE CBRE GROUP, INC. | 66.4M | 2.4% | 490.5K | 152.10 | -5.4% |
| AIG AMERICAN INTERNATIONAL GROUP, INC. | 66.2M | 2.4% | 879.8K | 76.12 | -7.8% |
| AXP AMERICAN EXPRESS CO | 65.6M | 2.3% | 216.9K | 336.00 | +8.9% |
| DHT DHT Holdings, Inc. | 64.2M | 2.3% | 3.5M | 19.82 | +80.7% |
| HCC WARRIOR MET COAL, INC. | 61.2M | 2.2% | 656.8K | 106.73 | +84.9% |
| COST COSTCO WHOLESALE CORP /NEW | 60.4M | 2.2% | 60.6K | 947.74 | -4.7% |
| TDW TIDEWATER INC | 55.3M | 2.0% | 662.4K | 95.25 | +70.4% |
| BKNG Booking Holdings Inc. | 55.2M | 2.0% | 13.1K | 209.62 | -7.1% |
| NE Noble Corp plc | 51.6M | 1.8% | 1.1M | 46.27 | +73.9% |
| MPC Marathon Petroleum Corp | 51.3M | 1.8% | 210.3K | 360.72 | +117.5% |
| INSW International Seaways, Inc. | 50.1M | 1.8% | 686.9K | 99.52 | +135.6% |
| SYF Synchrony Financial | 49.1M | 1.8% | 721.2K | 79.47 | +11.0% |
| COF CAPITAL ONE FINANCIAL CORP | 47.9M | 1.7% | 262.3K | 217.91 | +1.5% |
| GSM Ferroglobe PLC | 47.6M | 1.7% | 11.6M | 4.08 | -1.2% |
| GLW CORNING INC /NY | 46.3M | 1.7% | 340.2K | 149.84 | +132.0% |
| BAC BANK OF AMERICA CORP /DE/ | 46.2M | 1.7% | 947.7K | 61.69 | +27.6% |
| ELV Elevance Health, Inc. | 44.6M | 1.6% | 152.4K | 400.54 | +29.2% |
| WFC WELLS FARGO & COMPANY/MN | 39.0M | 1.4% | 490.0K | 83.84 | +7.3% |
| AVGO Broadcom Inc. | 37.0M | 1.3% | 119.5K | 368.45 | +26.5% |
| OXY OCCIDENTAL PETROLEUM CORP /DE/ | 36.9M | 1.3% | 568.4K | 61.30 | +38.5% |
| DAL DELTA AIR LINES, INC. | 36.2M | 1.3% | 545.0K | 82.41 | +39.6% |
| SDRL SEADRILL Ltd | 35.6M | 1.3% | 782.9K | 47.29 | +62.0% |
| COP CONOCOPHILLIPS | 34.8M | 1.2% | 263.6K | 134.87 | +42.1% |
| AA Alcoa Corp | 34.3M | 1.2% | 516.9K | 51.85 | +76.8% |
| MS MORGAN STANLEY | 31.5M | 1.1% | 191.5K | 214.20 | +48.6% |
| JPM JPMORGAN CHASE & CO | 30.5M | 1.1% | 103.6K | 351.58 | +20.3% |
| STLD STEEL DYNAMICS INC | 29.4M | 1.1% | 163.5K | 228.68 | +82.3% |
| STX Seagate Technology Holdings plc | 28.0M | 1.0% | 71.3K | 850.00 | +436.6% |
| VAL Valaris Ltd | 27.8M | 1.0% | 283.2K | 87.76 | +94.9% |
| MGM MGM Resorts International | 27.2M | 1.0% | 733.9K | 43.74 | +20.5% |
| SCHW SCHWAB CHARLES CORP | 26.7M | 1.0% | 283.9K | 112.30 | +17.6% |
| BAP CREDICORP LTD | 26.5M | 0.9% | 78.0K | 378.97 | +52.2% |
| TIGO MILLICOM INTERNATIONAL CELLULAR SA | 26.3M | 0.9% | 351.5K | 93.68 | +106.4% |
| CPNG Coupang, Inc. | 25.3M | 0.9% | 1.3M | 16.45 | -43.0% |
| HSHP Himalaya Shipping Ltd. | 25.0M | 0.9% | 1.9M | 16.59 | +125.1% |
| RPRX Royalty Pharma plc | 23.9M | 0.9% | 498.0K | 61.31 | +66.2% |
| LRCX LAM RESEARCH CORP | 22.9M | 0.8% | 107.0K | 314.00 | +216.7% |
| CVE CENOVUS ENERGY INC. | 21.6M | 0.8% | 816.0K | 32.93 | +119.8% |
| GLNG GOLAR LNG LTD | 21.5M | 0.8% | 397.0K | 52.00 | +24.8% |
| JEF Jefferies Financial Group Inc. | 21.3M | 0.8% | 515.7K | 52.33 | -11.9% |
| MCHP MICROCHIP TECHNOLOGY INC | 19.6M | 0.7% | 302.6K | 76.08 | +14.0% |
| BIO BIO-RAD LABORATORIES, INC. | 19.2M | 0.7% | 69.0K | 380.03 | +31.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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