Hosking Partners LLP Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$2.5T

Holdings

141

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
BACBank of America Corp
$128.3M
COSTCostco Wholesale Corporation
$107.9M
WFCWells Fargo & Company
$98.6M
GOOGAlphabet Inc. Class C
$93.8M
AIGAmerican International Group, Inc.
$80.0M
AXPAmerican Express Company
$65.0M
CBRECBRE Group, Inc. Class A
$64.6M
TRVCCitigroup Inc.
$64.1M
ELVElevance Health, Inc.
$56.4M
BRK/BBerkshire Hathaway Inc. Class B
$56.2M
AMZNAmazon.com, Inc.
$53.3M
FCXFreeport-McMoRan, Inc.
$53.1M
COPConocoPhillips
$52.3M
SCHWCharles Schwab Corp
$47.8M
BKNGBooking Holdings Inc.
$45.6M
MUMicron Technology, Inc.
$41.7M
DHTDHT Holdings, Inc.
$38.4M
SYFSynchrony Financial
$36.7M
MGMMGM Resorts International
$36.4M
AAAlcoa Corporation
$33.0M
INSWInternational Seaways, Inc.
$32.6M
JPMJPMorgan Chase & Co.
$32.0M
DWDMorgan Stanley
$31.6M
RYAAYRyanair Holdings Plc Sponsored ADR
$31.1M
BTUPeabody Energy Corporation
$30.2M
DALDelta Air Lines, Inc.
$29.6M
JEFJefferies Financial Group Inc.
$28.6M
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons
$28.5M
STNGScorpio Tankers Inc.
$28.4M
MBIMBIA Inc.
$27.5M
PYPLPayPal Holdings, Inc.
$26.6M
COFCapital One Financial Corp
$26.6M
BUWABio-Rad Laboratories, Inc. Class A
$26.5M
MSFTMicrosoft Corporation
$26.2M
MPCMarathon Petroleum Corporation
$25.2M
STLDSteel Dynamics, Inc.
$22.3M
CXCemex SAB de CV Sponsored ADR
$21.4M
AVGOBroadcom Inc.
$21.4M
UNPUnion Pacific Corporation
$21.0M
GLWCorning Inc
$20.4M
CFGCitizens Financial Group, Inc.
$20.3M
TSCOTractor Supply Company
$19.5M
GSMFerroglobe PLC
$19.5M
EPAMEPAM Systems, Inc.
$18.2M
DSXDiana Shipping Inc.
$18.2M
VALValaris Ltd.
$18.0M
NENoble Corporation PLC Class A
$17.4M
AALAmerican Airlines Group, Inc.
$16.1M
KRKroger Co.
$16.0M
GLNGGolar LNG Limited
$15.9M
LPXLouisiana-Pacific Corporation
$15.6M
BAPCredicorp Ltd.
$15.1M
WTWWillis Towers Watson Public Limited Company
$14.6M
ITGartner, Inc.
$13.9M
QCOMQUALCOMM Incorporated
$13.2M
DISWalt Disney Company
$13.2M
SHWSherwin-Williams Company
$12.9M
FWONALiberty Media Corp. Series C Liberty Formula One
$12.5M
PBTPermian Basin Royalty Trust
$12.4M
DXCDXC Technology Co.
$12.2M
PNCPNC Financial Services Group, Inc.
$11.7M
4I1Philip Morris International Inc.
$11.4M
SLGSL Green Realty Corp.
$11.4M
STXSeagate Technology Holdings PLC
$11.2M
MASMasco Corporation
$10.5M
LAZLazard Ltd Class A
$10.1M
HCCWarrior Met Coal, Inc.
$9.9M
WRKUSDWestRock Company
$9.6M
LBTYBLiberty Global Plc Class A
$9.6M
VVisa Inc. Class A
$9.5M
VIPSVipshop Holdings Ltd Sponsored ADR
$9.3M
TXNTexas Instruments Incorporated
$9.1M
CPACopa Holdings, S.A. Class A
$8.9M
LYBLyondellBasell Industries NV
$8.7M
LRCXEURLam Research Corporation
$8.7M
LIVNLivaNova Plc
$8.1M
LLoews Corporation
$7.9M
WPMWheaton Precious Metals Corp
$7.6M
AMATApplied Materials, Inc.
$7.4M
CZRCaesars Entertainment Inc
$7.4M
BLDTopBuild Corp.
$7.2M
FCFSFirstCash Holdings, Inc.
$7.2M
MCHPMicrochip Technology Incorporated
$7.1M
RTXRaytheon Technologies Corporation
$7.0M
CNCCentene Corporation
$7.0M
KLACKLA Corporation
$6.9M
VICIVICI Properties Inc
$6.3M
THOThor Industries, Inc.
$6.2M
NVDANVIDIA Corporation
$5.3M
GRMNGarmin Ltd.
$5.3M
HCKTHackett Group, Inc.
$5.2M
LSAKLesaka Technologies, Inc.
$4.9M
TPLTexas Pacific Land Corporation
$4.5M
GGGGraco Inc.
$4.5M
INDAiShares MSCI India ETF
$4.1M
HEPSD-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
$4.0M
ADSKAutodesk, Inc.
$4.0M
DDDuPont de Nemours, Inc.
$3.8M
MOAltria Group Inc
$3.7M
APAAPA Corp.
$3.7M
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