Hosking Partners LLP Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$2.9B
Holdings
114
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (114 positions)
| Stock | Value |
|---|---|
GOOGAlphabet Inc. Class C | $164.9M |
TRVCCitigroup Inc. | $142.7M |
MUMicron Technology, Inc. | $108.9M |
AMZNAmazon.com, Inc. | $97.9M |
CBRECBRE Group, Inc. Class A | $90.2M |
AIGAmerican International Group, Inc. | $84.7M |
AXPAmerican Express Company | $84.0M |
IBKRInteractive Brokers Group, Inc. Class A | $81.3M |
FCXFreeport-McMoRan, Inc. | $80.3M |
BRK/BBerkshire Hathaway Inc. Class B | $78.5M |
BKNGBooking Holdings Inc. | $70.6M |
BACBank of America Corp | $62.7M |
SYFSynchrony Financial | $60.9M |
HCCWarrior Met Coal, Inc. | $58.9M |
COFCapital One Financial Corp | $58.3M |
COSTCostco Wholesale Corporation | $57.9M |
CXCemex SAB de CV Sponsored ADR | $55.1M |
GSMFerroglobe PLC | $52.0M |
ELVElevance Health, Inc. | $50.7M |
WFCWells Fargo & Company | $43.9M |
DHTDHT Holdings, Inc. | $43.9M |
AVGOBroadcom Inc. | $42.5M |
GLWCorning Inc | $39.4M |
DALDelta Air Lines, Inc. | $36.8M |
RYAAYRyanair Holdings Plc Sponsored ADR | $35.0M |
DWDMorgan Stanley | $34.0M |
JPMJPMorgan Chase & Co. | $33.6M |
INSWInternational Seaways, Inc. | $33.4M |
TDWTidewater Inc | $32.9M |
LYBLyondellBasell Industries NV | $32.6M |
NENoble Corporation PLC Class A | $32.2M |
JEFJefferies Financial Group Inc. | $30.1M |
AAAlcoa Corporation | $28.4M |
STLDSteel Dynamics, Inc. | $27.7M |
MPCMarathon Petroleum Corporation | $27.5M |
SCHWCharles Schwab Corp | $27.3M |
STXSeagate Technology Holdings PLC | $27.0M |
MGMMGM Resorts International | $26.6M |
COPConocoPhillips | $26.4M |
SDRLSeadrill Ltd | $24.7M |
OXYOccidental Petroleum Corporation | $23.7M |
LRCXLam Research Corporation | $23.7M |
BAPCredicorp Ltd. | $22.6M |
TIGOMillicom International Cellular | $19.7M |
AALAmerican Airlines Group Inc. | $19.3M |
CPNGCoupang Inc | $19.2M |
TRUPTrupanion Inc | $17.4M |
HSHPHimalaya Shipping Ltd | $17.2M |
CFGCitizens Financial Group, Inc. | $16.7M |
BUWABio-Rad Laboratories, Inc. Class A | $16.4M |
AMRAlpha Metallurgical Resources, Inc. | $15.9M |
UNPUnion Pacific Corporation | $15.8M |
KWRQuaker Houghton | $15.8M |
CVECENOVUS ENERGY INC. | $15.7M |
MCHPMicrochip Technology Incorporated | $15.3M |
KRKroger Co. | $15.2M |
VALValaris Ltd. | $15.1M |
BLDTopBuild Corp. | $14.9M |
GLNGGolar LNG Limited | $14.9M |
NUNu Holdings Ltd. Class A | $14.9M |
LPXLouisiana-Pacific Corporation | $14.7M |
SLGSL Green Realty Corp. | $13.3M |
AMATApplied Materials, Inc. | $13.2M |
LSAKLesaka Technologies, Inc. | $13.0M |
RPRXRoyalty Pharma Plc Class A | $12.6M |
DISWalt Disney Company | $11.7M |
PYPLPayPal Holdings, Inc. | $11.6M |
QCOMQUALCOMM Incorporated | $11.6M |
MBIMBIA Inc. | $11.1M |
VVisa Inc. Class A | $10.8M |
TPLTexas Pacific Land Corporation | $10.8M |
WTWWillis Towers Watson Public Limited Company | $10.6M |
RHCRH Plc | $10.3M |
VIPSVipshop Holdings Ltd Sponsored ADR | $9.9M |
LLoews Corporation | $9.6M |
STNGScorpio Tankers Inc. | $9.6M |
MASMasco Corporation | $9.2M |
HEPSD-MARKET Elektronik Hizmetler ve Ticaret AS Sponso | $9.0M |
ARLOArlo Technologies, Inc. | $9.0M |
FWONALiberty Media Corp. Series C Liberty Formula One | $9.0M |
VICIVICI Properties Inc | $9.0M |
FCFSFirstCash Holdings, Inc. | $8.9M |
4I1Philip Morris International Inc. | $8.8M |
LOMALoma Negra Cia Industrial Arge | $8.3M |
CPACopa Holdings, S.A. Class A | $7.9M |
CD8Cresud SA Sponsored ADR | $7.8M |
KOFCoca-Cola FEMSA SAB de CV Sponsored ADR Class L | $7.7M |
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Spons | $7.6M |
THOThor Industries, Inc. | $6.7M |
CNRCore Natural Resources Inc | $6.2M |
XOMExxon Mobil Corporation | $6.0M |
CTVACorteva Inc | $5.9M |
PBTPermian Basin Royalty Trust | $5.9M |
CVXChevron Corporation | $5.9M |
VISTVista Energy Sab DE CV Sponsored ADR Class A | $5.5M |
BNBrookfield Corporation | $5.1M |
FNKOFunko, Inc. Class A | $4.8M |
RIGTransocean Ltd. | $4.7M |
RLXRLX Technology, Inc. Sponsored ADR Class A | $4.6M |
EPAMEPAM Systems, Inc. | $4.1M |
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