Hosking Partners LLP Q3 2020 Filing

Filed November 9, 2020

Portfolio Value

$3.3T

Holdings

167

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
AMZNAmazon.com, Inc.
$254.3M
BACBank of America Corp
$161.0M
COSTCostco Wholesale Corporation
$140.3M
PYPLPayPal Holdings Inc
$125.0M
GOOGAlphabet Inc. Class C
$117.9M
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons
$108.8M
WFCWells Fargo & Company
$96.9M
CBRECBRE Group, Inc. Class A
$82.3M
TRVCCitigroup Inc.
$79.9M
BKNGBooking Holdings Inc.
$76.4M
BRK/BBerkshire Hathaway Inc. Class B
$69.0M
AXPAmerican Express Company
$65.6M
DALDelta Air Lines, Inc.
$59.1M
AIGAmerican International Group, Inc.
$46.6M
MSFTMicrosoft Corporation
$46.3M
MUMicron Technology, Inc.
$44.0M
SHWSherwin-Williams Company
$44.0M
TSCOTractor Supply Company
$43.6M
EPAMEPAM Systems, Inc.
$42.2M
BUWABio-Rad Laboratories, Inc. Class A
$40.9M
RYAAYRyanair Holdings Plc Sponsored ADR
$40.2M
DISWalt Disney Company
$39.5M
MGMMGM Resorts International
$37.2M
SYFSynchrony Financial
$37.0M
KRKroger Co.
$34.6M
FCXFreeport-McMoRan, Inc.
$31.7M
COFCapital One Financial Corporation
$30.7M
UNPUnion Pacific Corporation
$30.6M
WTWWillis Towers Watson Public Limited Company
$29.4M
CXCemex SAB de CV Sponsored ADR
$28.4M
ATVIEURActivision Blizzard, Inc.
$27.6M
NBISYandex NV Class A
$27.1M
SCHWCharles Schwab Corporation
$24.3M
ELVAnthem, Inc.
$24.2M
LAZLazard Ltd Class A
$22.2M
KKRKKR & Co. Inc.
$21.4M
AALAmerican Airlines Group, Inc.
$21.3M
KLACKLA Corporation
$21.2M
WMTWalmart Inc.
$21.0M
METAFacebook, Inc. Class A
$20.0M
KSUEURKansas City Southern
$19.9M
CFGCitizens Financial Group, Inc.
$19.8M
NVDANVIDIA Corporation
$19.3M
VIPSVipshop Holdings Ltd Sponsored ADR
$19.1M
JPMJPMorgan Chase & Co.
$19.0M
GRMNGarmin Ltd.
$18.7M
DHTDHT Holdings, Inc.
$18.7M
SLG2EURSL Green Realty Corp.
$18.4M
ITGartner, Inc.
$18.0M
MKLMarkel Corporation
$17.7M
LBTYBLiberty Global Plc Class C
$16.9M
LBTYBLiberty Global Plc Class A
$16.3M
CLGXCoreLogic, Inc.
$16.1M
STXSeagate Technology PLC
$16.0M
OPTUAltice USA, Inc. Class A
$15.9M
PNCPNC Financial Services Group, Inc.
$15.3M
CHTRCharter Communications, Inc. Class A
$14.8M
DWDMorgan Stanley
$14.7M
GGGGraco Inc.
$14.4M
JEFJefferies Financial Group Inc.
$14.4M
MASMasco Corporation
$14.2M
EBAeBay Inc.
$14.0M
STNGScorpio Tankers Inc.
$13.9M
VSTOEURVista Outdoor Inc
$13.8M
GOOGLAlphabet Inc. Class A
$13.6M
INTCIntel Corporation
$13.4M
SMGScotts Miracle-Gro Company Class A
$13.4M
TXNTexas Instruments Incorporated
$13.3M
MBIMBIA Inc.
$13.2M
HN9Hanesbrands Inc.
$12.4M
4I1Philip Morris International Inc.
$12.2M
DXCDXC Technology Co.
$11.6M
AVGOBroadcom Inc.
$11.4M
UBERUber Technologies, Inc.
$11.3M
LIVNLivaNova Plc
$11.3M
SCCOSouthern Copper Corporation
$11.2M
HCKTHackett Group, Inc.
$10.7M
UALUnited Airlines Holdings, Inc.
$10.6M
AAAlcoa Corp.
$10.2M
BMYBristol-Myers Squibb Company
$9.9M
PBRPetroleo Brasileiro SA Sponsored ADR
$9.7M
LBRDKLiberty Broadband Corp. Class C
$9.4M
FWONALiberty Media Corporation Series C Liberty Formula
$9.3M
FirstCash, Inc.
$8.9M
MPCMarathon Petroleum Corporation
$8.9M
ADNTAdient plc
$8.8M
BIDUNBaidu, Inc. Sponsored ADR Class A
$8.7M
LOWLowe s Companies, Inc.
$8.6M
FFord Motor Company
$8.4M
DSXDiana Shipping Inc.
$8.4M
CZRCaesars Entertainment Inc
$8.1M
HCCWarrior Met Coal, Inc.
$8.0M
MOAltria Group Inc
$8.0M
RTXRaytheon Technologies Corporation
$7.9M
CTLEURLumen Technologies Inc
$7.5M
CPACopa Holdings, S.A. Class A
$6.9M
MHKMohawk Industries, Inc.
$6.6M
INDAiShares MSCI India ETF
$6.3M
THOThor Industries, Inc.
$6.3M
LPXLouisiana-Pacific Corporation
$6.3M
Page 1 of 2Next