Hosking Partners LLP Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$2.4B

Holdings

116

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
AIGAmerican International Group, Inc.
$100.5M
TRVCCitigroup Inc.
$86.6M
GOOGAlphabet Inc. Class C
$82.6M
AMZNAmazon.com, Inc.
$82.2M
BRK/BBerkshire Hathaway Inc. Class B
$77.4M
COSTCostco Wholesale Corporation
$76.0M
CBRECBRE Group, Inc. Class A
$73.8M
BACBank of America Corp
$68.5M
AXPAmerican Express Company
$67.6M
BKNGBooking Holdings Inc.
$62.0M
MUMicron Technology, Inc.
$61.9M
FCXFreeport-McMoRan, Inc.
$56.4M
WFCWells Fargo & Company
$55.6M
COFCapital One Financial Corp
$51.1M
IBKRInteractive Brokers Group, Inc. Class A
$46.7M
SYFSynchrony Financial
$41.7M
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons
$41.7M
GSMFerroglobe PLC
$39.5M
DHTDHT Holdings, Inc.
$38.4M
JPMJPMorgan Chase & Co.
$34.9M
ELVElevance Health, Inc.
$33.7M
JEFJefferies Financial Group Inc.
$33.4M
SCHWCharles Schwab Corp
$32.0M
COPConocoPhillips
$30.7M
RYAAYRyanair Holdings Plc Sponsored ADR
$30.3M
MPCMarathon Petroleum Corporation
$29.8M
CXCemex SAB de CV Sponsored ADR
$28.5M
LYBLyondellBasell Industries NV
$28.3M
OXYOccidental Petroleum Corporation
$25.9M
INSWInternational Seaways, Inc.
$24.9M
HCCWarrior Met Coal, Inc.
$24.8M
LPXLouisiana-Pacific Corporation
$24.7M
NENoble Corporation PLC Class A
$23.2M
MGMMGM Resorts International
$22.6M
DWDMorgan Stanley
$22.5M
GLWCorning Inc
$21.0M
STLDSteel Dynamics, Inc.
$20.7M
CPNGCoupang Inc
$20.1M
AVGOBroadcom Inc.
$19.7M
KRKroger Co.
$17.1M
AAAlcoa Corporation
$17.0M
UNPUnion Pacific Corporation
$16.9M
TDWTidewater Inc
$16.7M
GLNGGolar LNG Limited
$16.2M
TIGOMillicom International Cellular
$16.1M
4I1Philip Morris International Inc.
$16.0M
BAPCredicorp Ltd.
$15.6M
DALDelta Air Lines, Inc.
$15.5M
PNCPNC Financial Services Group, Inc.
$14.8M
TRUPTrupanion Inc
$14.8M
TPLTexas Pacific Land Corporation
$14.5M
SLGSL Green Realty Corp.
$14.5M
SDRLSeadrill Ltd
$14.2M
AALAmerican Airlines Group Inc.
$13.9M
PYPLPayPal Holdings, Inc.
$13.6M
LSAKLesaka Technologies, Inc.
$13.3M
BUWABio-Rad Laboratories, Inc. Class A
$13.3M
CFGCitizens Financial Group, Inc.
$12.3M
LRCXLam Research Corporation
$11.7M
BTUPeabody Energy Corporation
$11.4M
VVisa Inc. Class A
$11.3M
HEPSD-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
$11.1M
MCHPMicrochip Technology Incorporated
$11.0M
BLDTopBuild Corp.
$11.0M
WTWWillis Towers Watson Public Limited Company
$11.0M
QCOMQUALCOMM Incorporated
$10.9M
DISWalt Disney Company
$10.6M
MASMasco Corporation
$10.1M
VALValaris Ltd.
$9.7M
STXSeagate Technology Holdings PLC
$9.6M
VIPSVipshop Holdings Ltd Sponsored ADR
$9.3M
GOGLGolden Ocean Group Ltd
$9.0M
LLoews Corporation
$8.7M
CNRCore Natural Resources Inc
$8.5M
FWONALiberty Media Corp. Series C Liberty Formula One
$8.3M
KOFCoca-Cola FEMSA SAB de CV Sponsored ADR Class L
$7.9M
MBIMBIA Inc.
$7.9M
AMATApplied Materials, Inc.
$7.8M
LOMALoma Negra Cia Industrial Arge
$7.5M
AMRAlpha Metallurgical Resources, Inc.
$7.5M
STNGScorpio Tankers Inc.
$7.5M
RHCRH Plc
$7.3M
CD8Cresud SA Sponsored ADR
$7.3M
FCFSFirstCash Holdings, Inc.
$7.0M
RIGTransocean Ltd.
$6.8M
CVXChevron Corporation
$6.5M
CPACopa Holdings, S.A. Class A
$6.5M
ARLOArlo Technologies, Inc.
$6.1M
XOMExxon Mobil Corporation
$6.0M
CTVACorteva Inc
$5.8M
KWRQuaker Houghton
$5.3M
BNBrookfield Corporation
$5.2M
VICIVICI Properties Inc
$5.0M
THOThor Industries, Inc.
$5.0M
CNCCentene Corporation
$4.1M
RLXRLX Technology, Inc. Sponsored ADR Class A
$3.9M
EPAMEPAM Systems, Inc.
$3.5M
CZRCaesars Entertainment Inc
$3.5M
NUNu Holdings Ltd. Class A
$3.2M
DSXDiana Shipping Inc.
$3.1M
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