Hosking Partners LLP Q3 2017 Filing

Filed November 9, 2017

Portfolio Value

$3.8T

Holdings

171

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
AMZNAmazon.com, Inc.
$204.1M
TRVCCitigroup Inc.
$159.8M
BACBank of America Corporation
$132.6M
AALAmerican Airlines Group, Inc.
$111.4M
GOOGAlphabet Inc. Class C
$108.1M
CBRECBRE Group, Inc. Class A
$92.3M
DALDelta Air Lines, Inc.
$91.7M
AIGAmerican International Group, Inc.
$91.6M
PYPLPAYPAL HOLDINGS INC
$91.6M
COSTCostco Wholesale Corporation
$88.0M
BKNGPriceline Group Inc
$80.1M
MGMMGM Resorts International
$68.1M
BRK/BBerkshire Hathaway Inc. Class B
$67.0M
CXCemex SAB de CV Sponsored ADR
$64.9M
BANK OF AMERICA CORP WARRANTS 2009-16.1.19 ON SHS
$64.1M
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons
$63.6M
MUMicron Technology, Inc.
$61.5M
AXPAmerican Express Company
$61.3M
AIGAMERICAN INTERNATIONAL GROUP INC WARRANTS 2011-19.
$60.5M
WFCWells Fargo & Company
$54.3M
COFCapital One Financial Corporation
$51.5M
MBIMBIA Inc.
$51.3M
SYFSynchrony Financial
$49.7M
Belmond Ltd. Class A
$46.2M
LBTYBLiberty Global Plc Class C
$46.2M
LAZLazard Ltd Class A
$45.9M
CFGCitizens Financial Group, Inc.
$42.9M
CMCSACOMCAST CORPORATION CLASS A
$42.6M
LBTYBLiberty Global Plc Class A
$41.7M
JDJD.com, Inc. Sponsored ADR Class A
$41.5M
WTWWILLIS TOWERS WATSON PLC
$40.3M
EBAeBay Inc.
$34.9M
SHWSherwin-Williams Company
$34.0M
SCHWCharles Schwab Corporation
$32.7M
UNPUNION PACIFIC CORPORATION
$32.1M
TSCOTractor Supply Company
$30.3M
UALUnited Continental Holdings, Inc.
$29.8M
STNGSCORPIO TANKERS INC.
$28.5M
SLG2EURSL Green Realty Corp.
$27.9M
FFord Motor Company
$27.1M
NTESNetEase, Inc. Sponsored ADR
$26.1M
WMTWAL-MART STORES, INC.
$25.7M
MSFTMicrosoft Corporation
$24.0M
ATVIEURACTIVISION BLIZZARD INC
$23.5M
EPAMEPAM Systems, Inc.
$22.7M
Level 3 Communications, Inc.
$22.4M
LOWLowe s Companies, Inc.
$21.7M
CLGXCoreLogic, Inc.
$21.4M
ITGartner, Inc.
$21.3M
ELVAnthem, Inc.
$21.1M
DWDMorgan Stanley
$20.4M
MHKMohawk Industries, Inc.
$19.7M
JPMJPMorgan Chase & Co.
$19.5M
BUWABio-Rad Laboratories, Inc. Class A
$19.5M
LIVNLIVANOVA PLC
$19.4M
CTSHCognizant Technology Solutions Corporation Class A
$19.4M
DXCDXC Technology Co
$18.3M
BIDUNBAIDU, INC. SPONSORED ADR CLASS A
$18.0M
MOAltria Group, Inc.
$18.0M
KKR & Co. L.P.
$18.0M
MKLMARKEL CORPORATION
$17.5M
PNC FINANCIAL SERVICES GROUP INC WARRANTS 2010-31.
$17.5M
HPEHEWLETT PACKARD ENTERPRISE CO.
$17.2M
HCKTHackett Group, Inc.
$17.2M
BIDSotheby s Class A
$16.1M
GGGGraco Inc.
$16.0M
KRKroger Co.
$15.7M
HN9Hanesbrands Inc.
$15.6M
RLRALPH LAUREN CORPORATION CLASS A
$15.4M
DISCAUSDDiscovery Communications, Inc. Class A
$15.3M
SMGScotts Miracle-Gro Company Class A
$15.2M
INDAiShares MSCI India ETF
$14.9M
Liberty Interactive Corporation QVC Group
$14.8M
4I1Philip Morris International Inc.
$14.8M
DOWDUPONT INC
$14.1M
CZREURCAESARS ENTERTAINMENT CORPORATION
$13.9M
STXSeagate Technology PLC
$13.9M
DSXDIANA SHIPPING INC.
$12.9M
RTN1USDRaytheon Company
$12.9M
VRSKVerisk Analytics, Inc. Class A
$12.9M
NBISYANDEX N.V.
$12.7M
GRMNGarmin Ltd.
$12.6M
KSUEURKansas City Southern
$12.3M
BMYBristol-Myers Squibb Company
$12.3M
LBTYBLiberty LiLAC Group Class C
$11.9M
INTCIntel Corporation
$11.6M
TRCOTribune Media Co. Class A
$11.6M
LSXMKUSDLIBERTY SIRIUSXM GROUP CLASS C
$11.5M
FCXFREEPORT-MCMORAN, INC.
$11.4M
JPMJPMORGAN CHASE & CO WARRANTS 2009-28.10.18 ON SHS
$11.0M
WDCWestern Digital Corporation
$10.9M
CPACOPA HOLDINGS, S.A. CLASS A
$10.6M
FIRSTCASH INC.
$10.4M
WELLS FARGO & CO WARRANTS 2010-28.10.18 ON SHS
$10.4M
SCCOSOUTHERN COPPER CORPORATION
$10.4M
DNOWNOW Inc
$10.4M
MASMasco Corporation
$10.3M
CHTRCharter Communications Inc. Class A
$10.2M
LM03LIBERTY SIRIUSXM GROUP CLASS A
$10.0M
BFHAlliance Data Systems Corporation
$9.5M
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