Hosking Partners LLP Q2 2023 Filing

Filed August 2, 2023

Portfolio Value

$2.4T

Holdings

142

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (142 positions)

StockValue
CMECME Group Inc. Class A
$2.9B
INTCIntel Corporation
$2.9B
BMYBristol-Myers Squibb Company
$2.7B
DXCDXC Technology Co.
$2.6B
ADNTAdient plc
$2.6B
LM05Liberty Media Corp. Series A Liberty Formula One
$2.5B
APAAPA Corporation
$2.5B
VECOVeeco Instruments Inc.
$2.4B
CHTRCharter Communications, Inc. Class A
$2.3B
RTXRaytheon Technologies Corporation
$2.2B
CWKCushman & Wakefield Plc
$2.2B
7HPHP Inc.
$2.2B
LSXMKUSDLiberty Media Corp. Series C Liberty SiriusXM
$2.2B
VTSVitesse Energy, Inc.
$2.0B
IBKRInteractive Brokers Group, Inc. Class A
$2.0B
WYWeyerhaeuser Company
$1.9B
OXYOccidental Petroleum Corporation
$1.8B
MHKMohawk Industries, Inc.
$1.8B
RIGTransocean Ltd.
$1.8B
HBANHuntington Bancshares Incorporated
$1.7B
RLXRLX Technology, Inc. Sponsored ADR Class A
$1.6B
WDCWestern Digital Corporation
$1.6B
RXTRackspace Technology, Inc.
$1.4B
SMGScotts Miracle-Gro Company Class A
$1.4B
LM03Liberty Media Corp. Series A Liberty SiriusXM
$1.3B
LAZLazard Ltd Class A
$1.3B
HPEHewlett Packard Enterprise Co.
$1.2B
LBTYBLiberty Global Plc Class C
$1.2B
ADSKAutodesk, Inc.
$1.1B
LBTYBLiberty Global Plc Class A
$1.1B
LILALiberty Latin America Ltd. Class C
$1.1B
LBRDKLiberty Broadband Corp. Class C
$1.0B
LIVNLivaNova Plc
$996.4M
HN9Hanesbrands Inc.
$922.7M
LILALiberty Latin America Ltd. Class A
$794.2M
AWNAdvance Auto Parts, Inc.
$546.8M
NGVTIngevity Corporation
$300.5M
LBRDALiberty Broadband Corp. Class A
$231.9M
LUMNLumen Technologies, Inc.
$152.5M
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
$8.1M
NBISYandex NV Class A
$3K
GCI Liberty Inc - Class A Escrow Line
$0
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