Hosking Partners LLP Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$4.2B

Holdings

161

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (161 positions)

StockValue
LUMNLumen Technologies, Inc.
$9.3M
INSWInternational Seaways, Inc.
$8.9M
STLDSteel Dynamics, Inc.
$8.8M
TMETencent Music Entertainment Group Sponsored ADR Cl
$8.5M
THOThor Industries, Inc.
$8.3M
BIDUNBaidu Inc Sponsored ADR Class A
$8.2M
7HPHP Inc.
$8.1M
LEALear Corporation
$7.7M
BTUPeabody Energy Corporation
$7.2M
BLDTopBuild Corp.
$7.2M
LYBLyondellBasell Industries NV
$6.5M
MCKMcKesson Corporation
$6.4M
APAAPA Corp.
$6.3M
QVCAUSDQurate Retail, Inc. Class A
$6.2M
INDAiShares MSCI India ETF
$6.1M
DDDuPont de Nemours, Inc.
$6.0M
GLWCorning Inc
$6.0M
LSXMKUSDLiberty Media Corp. Series C Liberty SiriusXM
$6.0M
NOAHNoah Holdings Ltd. Sponsored ADR Class A
$5.7M
SPOTSpotify Technology SA
$5.5M
WRKUSDWestRock Company
$5.3M
VACMarriott Vacations Worldwide Corporation
$5.2M
CTSHCognizant Technology Solutions Corporation Class A
$5.2M
AWNAdvance Auto Parts, Inc.
$5.1M
SAVESpirit Airlines, Inc.
$5.1M
DOWDow, Inc.
$5.0M
LILALiberty Latin America Ltd. Class C
$4.7M
HBANHuntington Bancshares Incorporated
$4.1M
VICIVICI Properties Inc
$4.1M
CNCCentene Corporation
$4.1M
HPEHewlett Packard Enterprise Co.
$4.0M
FNVFranco-Nevada Corporation
$4.0M
COPConocoPhillips
$3.9M
BFHAlliance Data Systems Corporation
$3.8M
DNOWNOW Inc.
$3.8M
AMXNAmerica Movil SAB de CV Sponsored ADR Class L
$3.7M
HCCWarrior Met Coal, Inc.
$3.7M
GLNGGolar LNG Limited
$3.7M
CTVACorteva Inc
$3.6M
WPMWheaton Precious Metals Corp
$3.5M
LM03Liberty Media Corp. Series A Liberty SiriusXM
$2.7M
CMECME Group Inc. Class A
$2.6M
Venator Materials PLC
$2.5M
LSAKNet 1 UEPS Technologies, Inc.
$2.4M
LILALiberty Latin America Ltd. Class A
$2.3M
Micro Focus International plc Sponsored ADR
$2.2M
PRSPPerspecta, Inc.
$1.7M
Eneti Inc.
$1.6M
VECOVeeco Instruments Inc.
$1.6M
NGVTIngevity Corporation
$1.3M
LM05Liberty Media Corporation Series A Liberty Formula
$1.3M
SPBSpectrum Brands Holdings, Inc.
$952K
FNMAFederal National Mortgage Association
$854K
QVCGA 8 03/15/31Qurate Retail Inc Pfd Shr
$820K
Tribune Publishing Co.
$607K
LBRDALiberty Broadband Corp. Class A
$568K
EXPEExpedia Group, Inc.
$529K
KTKT Corporation Sponsored ADR
$268K
LGF/BEURLions Gate Entertainment Corp Class B
$248K
Hertz Global Holdings, Inc.
$129K
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
$78K
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