Hosking Partners LLP Q2 2024 Filing

Filed July 29, 2024

Portfolio Value

$2.7T

Holdings

120

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
GOOGAlphabet Inc. Class C
$116.4B
MUMicron Technology, Inc.
$98.6B
AMZNAmazon.com, Inc.
$93.4B
AIGAmerican International Group, Inc.
$85.2B
COSTCostco Wholesale Corporation
$77.2B
TRVCCitigroup Inc.
$76.1B
AXPAmerican Express Company
$72.3B
BKNGBooking Holdings Inc.
$70.0B
BACBank of America Corp
$65.3B
FCXFreeport-McMoRan, Inc.
$62.1B
AVGOBroadcom Inc.
$58.2B
ELVElevance Health, Inc.
$56.1B
CBRECBRE Group, Inc. Class A
$54.3B
JPMJPMorgan Chase & Co.
$52.4B
INSWInternational Seaways, Inc.
$52.1B
BRK/BBerkshire Hathaway Inc. Class B
$51.8B
WFCWells Fargo & Company
$49.3B
GSMFerroglobe PLC
$48.8B
DHTDHT Holdings, Inc.
$45.3B
COPConocoPhillips
$44.4B
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons
$43.5B
SYFSynchrony Financial
$42.8B
MPCMarathon Petroleum Corporation
$41.2B
JEFJefferies Financial Group Inc.
$40.6B
COFCapital One Financial Corp
$40.2B
MGMMGM Resorts International
$38.4B
NENoble Corporation PLC Class A
$36.8B
DWDMorgan Stanley
$34.0B
SCHWCharles Schwab Corp
$32.5B
IBKRInteractive Brokers Group, Inc. Class A
$32.1B
OXYOccidental Petroleum Corporation
$31.5B
RYAAYRyanair Holdings Plc Sponsored ADR
$30.7B
HCCWarrior Met Coal, Inc.
$30.3B
CXCemex SAB de CV Sponsored ADR
$29.1B
NVDANVIDIA Corporation
$28.9B
STLDSteel Dynamics, Inc.
$27.9B
BTUPeabody Energy Corporation
$25.9B
DALDelta Air Lines, Inc.
$24.6B
LPXLouisiana-Pacific Corporation
$24.1B
LRCXEURLam Research Corporation
$24.0B
TDWTidewater Inc
$22.6B
GLWCorning Inc
$21.8B
AAAlcoa Corporation
$21.6B
LYBLyondellBasell Industries NV
$21.3B
GLNGGolar LNG Limited
$20.6B
VALValaris Ltd.
$19.1B
GOGLGolden Ocean Group Ltd
$18.7B
BUWABio-Rad Laboratories, Inc. Class A
$17.8B
MSFTMicrosoft Corporation
$17.7B
STNGScorpio Tankers Inc.
$17.4B
UNPUnion Pacific Corporation
$17.2B
BAPCredicorp Ltd.
$17.1B
BLDTopBuild Corp.
$16.7B
AMATApplied Materials, Inc.
$16.2B
SLGSL Green Realty Corp.
$15.9B
SDRLSeadrill Ltd
$15.0B
QCOMQUALCOMM Incorporated
$15.0B
MASMasco Corporation
$14.2B
FWONALiberty Media Corp. Series C Liberty Formula One
$13.7B
KRKroger Co.
$13.4B
CPNGCoupang Inc
$13.0B
PYPLPayPal Holdings, Inc.
$12.8B
STXSeagate Technology Holdings PLC
$12.4B
LSAKLesaka Technologies, Inc.
$12.2B
DSXDiana Shipping Inc.
$11.6B
CFGCitizens Financial Group, Inc.
$11.4B
DISWalt Disney Company
$11.3B
4I1Philip Morris International Inc.
$11.2B
DO1USDDiamond Offshore Drilling Inc
$10.9B
HEPSD-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
$10.8B
AALAmerican Airlines Group Inc.
$10.4B
WTWWillis Towers Watson Public Limited Company
$10.2B
WCCWESCO International, Inc.
$9.8B
PNCPNC Financial Services Group, Inc.
$9.5B
XOMExxon Mobil Corporation
$9.5B
MBIMBIA Inc.
$9.0B
VVisa Inc. Class A
$9.0B
CTVACorteva Inc
$8.9B
VIPSVipshop Holdings Ltd Sponsored ADR
$8.9B
MCHPMicrochip Technology Incorporated
$8.8B
CPACopa Holdings, S.A. Class A
$8.4B
FLNGFLEX LNG LTD
$7.8B
LLoews Corporation
$7.5B
RHCRH Plc
$7.5B
THOThor Industries, Inc.
$7.3B
RIGTransocean Ltd.
$7.3B
CD8Cresud SA Sponsored ADR
$6.8B
CZRCaesars Entertainment Inc
$6.7B
FCFSFirstCash Holdings, Inc.
$6.5B
SBLKStar Bulk Carriers Corp.
$6.3B
TPLTexas Pacific Land Corporation
$5.6B
CNCCentene Corporation
$5.4B
VICIVICI Properties Inc
$5.3B
HSHPHimalaya Shipping Ltd
$5.2B
AMRALPHA METALLURGICAL RESOURCES, INC.
$5.1B
CVXCHEVRON CORPORATION
$4.8B
VECOVeeco Instruments Inc.
$4.6B
MNTKMontauk Renewables, Inc.
$4.4B
EPAMEPAM Systems, Inc.
$4.2B
TRUPTrupanion Inc
$3.5B
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