Hosking Partners LLP Q1 2023 Filing

Filed May 9, 2023

Portfolio Value

$2.2T

Holdings

143

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (143 positions)

StockValue
ADSKAutodesk, Inc.
$3.7B
MOAltria Group, Inc.
$3.6B
ADBEAdobe Incorporated
$3.5B
CUCAAvis Budget Group, Inc.
$3.1B
WCCWESCO International, Inc.
$3.0B
EBAeBay Inc.
$2.9B
CMECME Group Inc. Class A
$2.8B
TPLTexas Pacific Land Corporation
$2.7B
BMYBristol-Myers Squibb Company
$2.7B
INTCIntel Corporation
$2.6B
ADNTAdient plc
$2.6B
DNOWNOW Inc.
$2.5B
APAAPA Corporation
$2.4B
RLXRLX Technology, Inc. Sponsored ADR Class A
$2.3B
LM05Liberty Media Corp. Series A Liberty Formula One
$2.3B
CHTRCharter Communications, Inc. Class A
$2.1B
EWZiShares MSCI Brazil ETF
$1.9B
7HPHP Inc.
$1.9B
MNTKMontauk Renewables, Inc.
$1.8B
VECOVeeco Instruments Inc.
$1.8B
LSXMKUSDLiberty Media Corp. Series C Liberty SiriusXM
$1.7B
HBANHuntington Bancshares Incorporated
$1.7B
RIGTransocean Ltd.
$1.7B
MHKMohawk Industries, Inc.
$1.6B
VTSVitesse Energy, Inc.
$1.6B
SMGScotts Miracle-Gro Company Class A
$1.5B
WDCWestern Digital Corporation
$1.5B
LBTYBLiberty Global Plc Class C
$1.2B
HPEHewlett Packard Enterprise Co.
$1.1B
LM03Liberty Media Corp. Series A Liberty SiriusXM
$1.0B
HN9Hanesbrands Inc.
$995.6M
LBRDKLiberty Broadband Corp. Class C
$966.8M
LILALiberty Latin America Ltd. Class C
$944.9M
RXTRackspace Technology, Inc.
$915.6M
AWNAdvance Auto Parts, Inc.
$879.7M
LIVNLivaNova Plc
$786.6M
LILALiberty Latin America Ltd. Class A
$703.5M
JXNJackson Financial Incorporation Class A
$483.4M
NGVTIngevity Corporation
$340.9M
LBRDALiberty Broadband Corp. Class A
$222.2M
LUMNLumen Technologies, Inc.
$164.8M
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
$10.7M
NBISYandex NV Class A
$3K
PreviousPage 2 of 2