Hosking Partners LLP Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$2.4B

Holdings

114

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (114 positions)

StockValue
GOOGAlphabet Inc. Class C
$102.2M
BACBank of America Corp
$90.5M
AIGAmerican International Group, Inc.
$83.5M
COSTCostco Wholesale Corporation
$74.3M
BKNGBooking Holdings Inc.
$62.5M
AMZNAmazon.com, Inc.
$61.9M
CBRECBRE Group, Inc. Class A
$59.3M
AXPAmerican Express Company
$57.6M
WFCWells Fargo & Company
$55.3M
ELVElevance Health, Inc.
$53.2M
BRK/BBerkshire Hathaway Inc. Class B
$52.7M
FCXFreeport-McMoRan, Inc.
$51.2M
TRVCCitigroup Inc.
$50.9M
COFCapital One Financial Corp
$47.5M
MUMicron Technology, Inc.
$47.2M
MGMMGM Resorts International
$45.5M
AVGOBroadcom Inc.
$43.8M
DHTDHT Holdings, Inc.
$42.6M
COPConocoPhillips
$41.9M
JPMJPMorgan Chase & Co.
$41.6M
INSWInternational Seaways, Inc.
$40.9M
SCHWCharles Schwab Corp
$40.1M
NENoble Corporation PLC Class A
$39.9M
SYFSynchrony Financial
$39.0M
DWDMorgan Stanley
$35.5M
RYAAYRyanair Holdings Plc Sponsored ADR
$34.7M
MPCMarathon Petroleum Corporation
$32.9M
BTUPeabody Energy Corporation
$32.6M
JEFJefferies Financial Group Inc.
$31.8M
GSMFerroglobe PLC
$30.7M
CXCemex SAB de CV Sponsored ADR
$29.3M
PNCPNC Financial Services Group, Inc.
$22.6M
BUWABio-Rad Laboratories, Inc. Class A
$22.4M
UNPUnion Pacific Corporation
$21.5M
AAAlcoa Corporation
$21.2M
DALDelta Air Lines, Inc.
$20.4M
TDWTidewater Inc
$20.3M
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons
$19.7M
GLWCorning Inc
$19.2M
LPXLouisiana-Pacific Corporation
$19.1M
STNGScorpio Tankers Inc.
$19.1M
STLDSteel Dynamics, Inc.
$18.3M
BLDTopBuild Corp.
$17.7M
HCCWarrior Met Coal, Inc.
$17.5M
BAPCredicorp Ltd.
$17.0M
MSFTMicrosoft Corporation
$16.6M
NVDANVIDIA Corporation
$16.6M
LRCXEURLam Research Corporation
$16.6M
GLNGGolar LNG Limited
$16.4M
VALValaris Ltd.
$16.2M
PYPLPayPal Holdings, Inc.
$15.6M
MASMasco Corporation
$15.4M
4I1Philip Morris International Inc.
$15.1M
OXYOccidental Petroleum Corporation
$14.7M
DSXDiana Shipping Inc.
$14.2M
SLGSL Green Realty Corp.
$14.1M
KRKroger Co.
$14.1M
GOGLGolden Ocean Group Ltd
$13.7M
VIPSVipshop Holdings Ltd Sponsored ADR
$13.6M
IBKRInteractive Brokers Group, Inc. Class A
$13.5M
FWONALiberty Media Corp. Series C Liberty Formula One
$12.8M
AALAmerican Airlines Group Inc.
$12.7M
QCOMQUALCOMM Incorporated
$12.5M
CFGCitizens Financial Group, Inc.
$12.2M
STXSeagate Technology Holdings PLC
$11.8M
DISWalt Disney Company
$11.8M
CPACopa Holdings, S.A. Class A
$11.4M
HEPSD-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
$11.1M
MBIMBIA Inc.
$11.1M
AMATApplied Materials, Inc.
$10.6M
VVisa Inc. Class A
$10.3M
LYBLyondellBasell Industries NV
$10.2M
WTWWillis Towers Watson Public Limited Company
$10.0M
THOThor Industries, Inc.
$9.9M
DO1USDDiamond Offshore Drilling Inc
$9.8M
MCHPMicrochip Technology Incorporated
$9.3M
CZRCaesars Entertainment Inc
$8.5M
LLoews Corporation
$8.1M
FCFSFirstCash Holdings, Inc.
$7.7M
EPAMEPAM Systems, Inc.
$7.4M
MNTKMontauk Renewables, Inc.
$7.4M
PBTPermian Basin Royalty Trust
$7.2M
RIGTransocean Ltd.
$6.6M
WCCWESCO International, Inc.
$6.6M
CNCCentene Corporation
$6.5M
VICIVICI Properties Inc
$6.3M
TPLTexas Pacific Land Corporation
$6.1M
FLNGFLEX LNG LTD
$5.9M
SBLKStar Bulk Carriers Corp.
$5.8M
CTVACorteva Inc
$5.4M
LSAKLesaka Technologies, Inc.
$5.1M
HSHPHimalaya Shipping Ltd
$3.9M
INDAiShares MSCI India ETF
$3.9M
CMECME Group Inc. Class A
$3.7M
CWKCushman & Wakefield Plc
$3.3M
VECOVeeco Instruments Inc.
$3.2M
FWONALiberty Media Corp. Series A Liberty Formula One
$2.1M
RHCRH Plc
$2.1M
MOAltria Group, Inc.
$2.1M
VTSVitesse Energy, Inc.
$2.0M
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