Hosking Partners LLP Q4 2021 Filing

Filed February 4, 2022

Portfolio Value

$4.1B

Holdings

158

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (158 positions)

StockValue
VIPSVipshop Holdings Ltd Sponsored ADR
$8.4M
BMYBristol-Myers Squibb Company
$8.3M
FNVFranco-Nevada Corporation
$8.3M
BLDTopBuild Corp.
$8.3M
APAAPA Corp.
$8.2M
OPTUAltice USA, Inc. Class A
$8.0M
WPMWheaton Precious Metals Corp
$8.0M
LUMNLumen Technologies, Inc.
$7.6M
INDAiShares MSCI India ETF
$7.3M
HEPSD-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
$7.3M
MCKMcKesson Corporation
$7.2M
LEALear Corporation
$6.8M
LSXMKUSDLiberty Media Corp. Series C Liberty SiriusXM
$6.1M
MOAltria Group Inc
$5.9M
AWNAdvance Auto Parts, Inc.
$5.9M
MCHPMicrochip Technology Incorporated
$5.8M
GLNGGolar LNG Limited
$5.7M
THOThor Industries, Inc.
$5.6M
DDDuPont de Nemours, Inc.
$5.5M
CTSHCognizant Technology Solutions Corporation Class A
$5.2M
AMXNAmerica Movil SAB de CV Sponsored ADR Class L
$5.1M
HCCWarrior Met Coal, Inc.
$4.8M
CNCCentene Corporation
$4.6M
VACMarriott Vacations Worldwide Corporation
$4.5M
SPOTSpotify Technology SA
$4.2M
UALUnited Airlines Holdings, Inc.
$3.9M
WRKUSDWestRock Company
$3.9M
DOWDow, Inc.
$3.9M
VICIVICI Properties Inc
$3.9M
LILALiberty Latin America Ltd. Class C
$3.6M
HPEHewlett Packard Enterprise Co.
$3.6M
HBANHuntington Bancshares Incorporated
$3.6M
QVCAUSDQurate Retail, Inc. Class A
$3.5M
CTVACorteva Inc
$3.2M
DNOWNOW Inc.
$2.8M
LM03Liberty Media Corp. Series A Liberty SiriusXM
$2.7M
SAVESpirit Airlines, Inc.
$2.6M
CMECME Group Inc. Class A
$2.6M
TMETencent Music Entertainment Group Sponsored ADR Cl
$2.5M
LSAKNet 1 UEPS Technologies, Inc.
$2.0M
BFHAlliance Data Systems Corporation
$2.0M
VECOVeeco Instruments Inc.
$1.9M
LILALiberty Latin America Ltd. Class A
$1.9M
LM05Liberty Media Corp. Series A Liberty Formula One
$1.9M
RLXRLX Technology, Inc. Sponsored ADR Class A
$1.3M
Venator Materials PLC
$1.2M
NGVTIngevity Corporation
$1.1M
Nifty India Financials ETF
$1.0M
SPBSpectrum Brands Holdings, Inc.
$1.0M
QVCGA 8 03/15/31Qurate Retail Inc Pfd Shr
$748K
HTZWWHertz Global Holdings Inc Warrant 2021-30.06.51 on
$682K
LBRDALiberty Broadband Corp. Class A
$568K
EXPEExpedia Group, Inc.
$498K
JXNJackson Financial Incorporation Class A
$430K
LYLTUSDLoyalty Ventures, Inc.
$358K
KTKT Corporation Sponsored ADR
$271K
LGF/BEURLions Gate Entertainment Corp Class B
$263K
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
$24K
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