Hosking Partners LLP Q4 2017 Filing

Filed February 8, 2018

Portfolio Value

$4.4B

Holdings

175

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (175 positions)

StockValue
CHTRCharter Communications Inc. Class A
$10.1M
NOAHNOAH HOLDINGS LTD. SPONSORED ADR CLASS A
$9.9M
TXNTEXAS INSTRUMENTS INCORPORATED
$9.9M
VSTOEURVISTA OUTDOOR INC
$9.8M
Andeavor
$9.6M
USG Corporation
$9.5M
RLRALPH LAUREN CORPORATION CLASS A
$9.2M
WRKUSDWESTROCK CO.
$8.8M
GLNGGOLAR LNG LIMITED
$8.5M
CUCAAvis Budget Group, Inc.
$8.5M
LYBLYONDELLBASELL INDUSTRIES NV
$8.5M
GSMFERROGLOBE PLC
$7.9M
LBRDKLiberty Broadband Corp. Class C
$7.9M
SCHWCharles Schwab Corporation
$7.6M
SAVESPIRIT AIRLINES, INC.
$7.5M
VECOVEECO INSTRUMENTS INC.
$7.5M
TRIPTripAdvisor, Inc.
$7.4M
7HPHP Inc
$7.3M
LOWLowe s Companies, Inc.
$7.3M
SCORPIO BULKERS, INC.
$7.3M
SIGSignet Jewelers Limited
$7.2M
RYAAYRyanair Holdings Plc Sponsored ADR
$7.2M
CAPITAL ONE FINANCIAL CORP WARRANTS 2009-14.
$6.7M
LILALiberty Lilac Group Class A
$6.3M
PZZAPAPA JOHN`S INTERNATIONAL, INC.
$6.3M
AMXNAmerica Movil SAB de CV Sponsored ADR Class L
$6.3M
LPXLouisiana-Pacific Corporation
$6.2M
LSAKNET 1 UEPS TECHNOLOGIES, INC.
$6.0M
HAINHAIN CELESTIAL GROUP, INC.
$6.0M
THOTHOR INDUSTRIES, INC.
$6.0M
MCOMoodys Corporation
$5.8M
LEALEAR CORPORATION
$5.7M
STLDSTEEL DYNAMICS, INC.
$5.6M
GLWCORNING INCORPORATED
$5.2M
HBANHuntington Bancshares Incorporated
$5.2M
CTRPUSDCTRIP.COM INTERNATIONAL LTD. SPONSORED ADR
$5.1M
HPEHEWLETT PACKARD ENTERPRISE CO.
$5.0M
KEXKIRBY CORPORATION
$4.7M
INSWINTERNATIONAL SEAWAYS, INC.
$4.4M
9990302DAPACHE CORPORATION
$4.1M
ILG INC NPV
$4.1M
ADNTADIENT PLC
$4.0M
AWNADVANCE AUTO PARTS, INC.
$3.8M
WHRWHIRLPOOL CORPORATION
$3.7M
Liberty Interactive Corp NPV
$3.7M
BANK OF AMERICA CORP WARRANTS 2009-28.10.18 ON SHS
$3.7M
AVGOBROADCOM LIMITED
$3.5M
COTYCoty Inc. Class A
$3.3M
HALHalliburton Company
$3.2M
Leucadia National Corporation
$3.1M
BLDTOPBUILD CORP.
$3.1M
EWYISHARES MSCI SOUTH KOREA CAP ETF
$2.9M
TUR*ISHARES MSCI TURKEY ETF
$2.9M
FLRFluor Corporation
$2.8M
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
$2.7M
STNG 2 3/8 07/01/19
$2.7M
FWONALiberty Media Corp Series C Liberty Formula One
$2.0M
LBRDALiberty Broadband Corp. Class A
$1.7M
NGVTINGEVITY CORP
$1.7M
NAVIOS MARITIME ACQUISITION CORPORATION
$1.5M
LM05Liberty Media Corp Series A Liberty Formula One
$1.5M
Hertz Global Holdings
$1.3M
FNMAFederal National Mortgage Association
$1.2M
HRIHerc Holdings Inc
$1.2M
AQUAVENTURE HOLDINGS LIMITED
$1.1M
LGF/BEURLIONS GATE ENTERTAINMENT CORP NPV
$961K
Tronc Inc
$890K
BATRKUSDLiberty Braves Group - Class C
$656K
CITIGROUP INC WARRANTS 2011-4.1.19 ON SHS
$619K
Liberty Expedia Holdings Inc NPV
$554K
COMMERCEHUB INC-SERIES C
$487K
KTKT CORPORATION SPONSORED ADR
$399K
NIHDEURNII HOLDINGS, INC ORD SHARES
$255K
iHeartMedia, Inc. Class A
$240K
COMMERCEHUB INC-SERIES A
$215K
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