Hosking Partners LLP Q1 2017 Filing

Filed May 9, 2017

Portfolio Value

$3.6T

Holdings

167

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
SIGSignet Jewelers Limited
$8.1B
FIRSTCASH INC.
$8.0B
GOOGLAlphabet Inc. Class A
$7.8B
LLoews Corporation
$7.6B
USG Corporation
$7.2B
BYDBoyd Gaming Corporation
$7.0B
TXNTEXAS INSTRUMENTS INCORPORATED
$7.0B
WHRWHIRLPOOL CORPORATION
$6.9B
WRKUSDWESTROCK CO.
$6.6B
LBTYBLiberty LiLAC Group Class C
$6.5B
FCXFREEPORT-MCMORAN, INC.
$6.4B
KSUEURKansas City Southern
$6.4B
LYBLYONDELLBASELL INDUSTRIES NV
$6.4B
Tesoro Corporation
$6.2B
BACVerizon Communications Inc.
$6.0B
PZZAPAPA JOHN`S INTERNATIONAL, INC.
$5.8B
7HPHP Inc
$5.7B
WELLS FARGO & CO WARRANTS 2010-28.10.18 ON SHS
$5.5B
LPXLouisiana-Pacific Corporation
$5.3B
CUCAAvis Budget Group, Inc.
$5.2B
VIPSVIPSHOP HOLDINGS LTD SPONSORED ADR
$5.2B
CTRPUSDCTRIP.COM INTERNATIONAL LTD. SPONSORED ADR
$5.1B
AWNADVANCE AUTO PARTS, INC.
$5.1B
RYAAYRyanair Holdings Plc Sponsored ADR
$5.1B
MOSMOSAIC COMPANY
$5.0B
NOAHNOAH HOLDINGS LTD. SPONSORED ADR CLASS A
$5.0B
CAPITAL ONE FINANCIAL CORP WARRANTS 2009-14.
$4.7B
AMXNAmerica Movil SAB de CV Sponsored ADR Class L
$4.7B
GLNGGOLAR LNG LIMITED
$4.6B
GSMFERROGLOBE PLC
$4.6B
KEXKIRBY CORPORATION
$4.5B
CSCOCisco Systems, Inc.
$4.3B
MCOMoodys Corporation
$4.0B
GLWCORNING INCORPORATED
$4.0B
CFCF Industries Holdings, Inc.
$4.0B
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
$3.7B
THOTHOR INDUSTRIES, INC.
$3.5B
LSAKNET 1 UEPS TECHNOLOGIES, INC.
$3.0B
HALHalliburton Company
$3.0B
EWYISHARES MSCI SOUTH KOREA CAP ETF
$2.8B
Liberty Interactive Corp NPV
$2.8B
Leucadia National Corporation
$2.8B
COTYCoty Inc. Class A
$2.7B
ILG INC NPV
$2.7B
FLRFluor Corporation
$2.6B
STNG 2 3/8 07/01/19
$2.5B
9990302DAPACHE CORPORATION
$2.4B
TUR*ISHARES MSCI TURKEY ETF
$2.3B
WBAWalgreens Boots Alliance Inc
$2.2B
NAVIOS MARITIME ACQUISITION CORPORATION
$2.1B
Liberty Expedia Holdings Inc NPV
$1.9B
FWONALiberty Media Corp Series C Liberty Formula One
$1.8B
BLDTOPBUILD CORP.
$1.8B
iHeartMedia, Inc. Class A
$1.7B
BANK OF AMERICA CORP WARRANTS 2009-28.10.18 ON SHS
$1.4B
LM05Liberty Media Corp Series A Liberty Formula One
$1.4B
NGVTINGEVITY CORP
$1.3B
NIHDEURNII HOLDINGS, INC ORD SHARES
$1.2B
FNMAFederal National Mortgage Association
$1.1B
Hertz Global Holdings
$936.0M
BATRKUSDLiberty Braves Group - Class C
$931.0M
HRIHerc Holdings Inc
$863.0M
CITIGROUP INC WARRANTS 2011-4.1.19 ON SHS
$827.0M
LGF/BEURLIONS GATE ENTERTAINMENT CORP NPV
$681.0M
Tronc Inc
$646.0M
BATRAUSDLiberty Braves Group - Class A
$376.0M
COMMERCEHUB INC-SERIES C
$333.0M
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