Hosking Partners LLP Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$2.5B
Holdings
118
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
TRVCCitigroup Inc. | $104.0M |
AIGAmerican International Group, Inc. | $97.3M |
AMZNAmazon.com, Inc. | $93.1M |
GOOGAlphabet Inc. Class C | $92.7M |
MUMicron Technology, Inc. | $86.1M |
AXPAmerican Express Company | $78.6M |
CBRECBRE Group, Inc. Class A | $77.6M |
BKNGBooking Holdings Inc. | $77.0M |
COSTCostco Wholesale Corporation | $71.8M |
BRK/BBerkshire Hathaway Inc. Class B | $71.0M |
IBKRInteractive Brokers Group, Inc. Class A | $64.8M |
FCXFreeport-McMoRan, Inc. | $60.9M |
COFCapital One Financial Corp | $57.8M |
BACBank of America Corp | $57.6M |
WFCWells Fargo & Company | $53.3M |
SYFSynchrony Financial | $51.7M |
GSMFerroglobe PLC | $39.6M |
DHTDHT Holdings, Inc. | $39.2M |
JPMJPMorgan Chase & Co. | $34.6M |
CXCemex SAB de CV Sponsored ADR | $34.4M |
AVGOBroadcom Inc. | $32.2M |
ELVElevance Health, Inc. | $30.0M |
RYAAYRyanair Holdings Plc Sponsored ADR | $29.2M |
HCCWarrior Met Coal, Inc. | $29.1M |
MPCMarathon Petroleum Corporation | $28.2M |
NENoble Corporation PLC Class A | $27.4M |
DWDMorgan Stanley | $27.0M |
JEFJefferies Financial Group Inc. | $26.9M |
TDWTidewater Inc | $26.8M |
CPNGCoupang Inc | $26.2M |
LYBLyondellBasell Industries NV | $25.9M |
COPConocoPhillips | $25.8M |
DALDelta Air Lines, Inc. | $25.8M |
MGMMGM Resorts International | $25.7M |
SCHWCharles Schwab Corp | $25.6M |
INSWInternational Seaways, Inc. | $25.1M |
GLWCorning Inc | $23.7M |
OXYOccidental Petroleum Corporation | $23.3M |
TRUPTrupanion Inc | $22.7M |
STLDSteel Dynamics, Inc. | $21.0M |
LPXLouisiana-Pacific Corporation | $19.8M |
TIGOMillicom International Cellular | $19.4M |
BAPCredicorp Ltd. | $18.3M |
KRKroger Co. | $17.8M |
4I1Philip Morris International Inc. | $17.8M |
GLNGGolar LNG Limited | $17.2M |
SDRLSeadrill Ltd | $16.3M |
AAAlcoa Corporation | $16.1M |
UNPUnion Pacific Corporation | $16.1M |
STXSeagate Technology Holdings PLC | $16.1M |
PNCPNC Financial Services Group, Inc. | $16.0M |
MCHPMicrochip Technology Incorporated | $16.0M |
LRCXLam Research Corporation | $15.6M |
SLGSL Green Realty Corp. | $15.3M |
PYPLPayPal Holdings, Inc. | $15.2M |
AALAmerican Airlines Group Inc. | $14.5M |
CFGCitizens Financial Group, Inc. | $13.1M |
BUWABio-Rad Laboratories, Inc. Class A | $13.1M |
DISWalt Disney Company | $13.0M |
LSAKLesaka Technologies, Inc. | $12.3M |
TPLTexas Pacific Land Corporation | $11.7M |
BLDTopBuild Corp. | $11.6M |
VVisa Inc. Class A | $11.2M |
QCOMQUALCOMM Incorporated | $11.1M |
VICIVICI Properties Inc | $10.5M |
VALValaris Ltd. | $10.4M |
ARLOArlo Technologies, Inc. | $10.4M |
HEPSD-MARKET Elektronik Hizmetler ve Ticaret AS Sponso | $10.2M |
WTWWillis Towers Watson Public Limited Company | $9.9M |
AMATApplied Materials, Inc. | $9.6M |
FWONALiberty Media Corp. Series C Liberty Formula One | $9.6M |
MASMasco Corporation | $9.3M |
BTUPeabody Energy Corporation | $8.9M |
VIPSVipshop Holdings Ltd Sponsored ADR | $8.7M |
HSHPHimalaya Shipping Ltd | $8.7M |
LLoews Corporation | $8.6M |
KOFCoca-Cola FEMSA SAB de CV Sponsored ADR Class L | $8.2M |
AMRAlpha Metallurgical Resources, Inc. | $8.1M |
FCFSFirstCash Holdings, Inc. | $7.7M |
STNGScorpio Tankers Inc. | $7.6M |
RHCRH Plc | $7.6M |
CPACopa Holdings, S.A. Class A | $7.5M |
LOMALoma Negra Cia Industrial Arge | $7.3M |
CD8Cresud SA Sponsored ADR | $6.9M |
MBIMBIA Inc. | $6.8M |
CTVACorteva Inc | $6.7M |
KWRQuaker Houghton | $6.5M |
THOThor Industries, Inc. | $5.8M |
BNBrookfield Corporation | $5.7M |
VISTVista Energy Sab DE CV Sponsored ADR Class A | $5.6M |
CVXChevron Corporation | $5.5M |
XOMExxon Mobil Corporation | $5.4M |
RLXRLX Technology, Inc. Sponsored ADR Class A | $4.5M |
NUNu Holdings Ltd. Class A | $4.1M |
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons | $4.0M |
CZRCaesars Entertainment Inc | $4.0M |
PBTPermian Basin Royalty Trust | $3.8M |
CNCCentene Corporation | $3.6M |
EPAMEPAM Systems, Inc. | $3.6M |
DSXDiana Shipping Inc. | $2.9M |
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