HOURGLASS CAPITAL, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$404.5M
Holdings
106
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (106 positions)
| Stock | Value |
|---|---|
GSGOLDMAN SACHS GROUP INC | $12.2M |
CSCOCISCO SYS INC | $11.2M |
ORCLORACLE CORP | $11.0M |
NEMNEWMONT CORP | $10.8M |
LYBLYONDELLBASELL INDUSTRIES N | $10.7M |
PFEPFIZER INC | $10.6M |
TRVCCITIGROUP INC | $10.5M |
DWDMORGAN STANLEY | $10.3M |
4I1PHILIP MORRIS INTL INC | $9.9M |
GOOGLALPHABET INC | $9.0M |
KMIKINDER MORGAN INC DEL | $8.6M |
SLBSCHLUMBERGER LTD | $7.9M |
WMBWILLIAMS COS INC | $7.7M |
HCAHCA HEALTHCARE INC | $7.7M |
WMTWALMART INC | $7.4M |
HDHOME DEPOT INC | $7.3M |
MAINMAIN STR CAP CORP | $7.3M |
IBMINTERNATIONAL BUSINESS MACHS | $7.3M |
FCXFREEPORT-MCMORAN INC | $6.8M |
MSFTMICROSOFT CORP | $6.7M |
NVDANVIDIA CORPORATION | $6.5M |
CNRCORE NATURAL RESOURCES INC | $6.3M |
CVXCHEVRON CORP NEW | $6.3M |
NRANRG ENERGY INC | $6.2M |
FHIFEDERATED HERMES INC | $6.2M |
XOMEXXON MOBIL CORP | $5.9M |
TAT&T INC | $5.8M |
AVGOBROADCOM INC | $5.8M |
AAPLAPPLE INC | $5.8M |
KEXKIRBY CORP | $5.8M |
BKRBAKER HUGHES COMPANY | $5.8M |
LAMRLAMAR ADVERTISING CO NEW | $5.8M |
ZBHZIMMER BIOMET HOLDINGS INC | $5.7M |
VICIVICI PPTYS INC | $5.7M |
DALDELTA AIR LINES INC DEL | $5.7M |
ABBVABBVIE INC | $5.6M |
SJMSMUCKER J M CO | $5.0M |
GSKGSK PLC | $5.0M |
WOPWOODSIDE ENERGY GROUP LTD | $4.8M |
VLOVALERO ENERGY CORP | $4.6M |
MCKMCKESSON CORP | $4.5M |
KHCKRAFT HEINZ CO | $4.3M |
RFREGIONS FINANCIAL CORP NEW | $4.3M |
QCOMQUALCOMM INC | $4.2M |
BHPBHP GROUP LTD | $4.1M |
VLYVALLEY NATL BANCORP | $4.1M |
GMGENERAL MTRS CO | $4.1M |
UPSUNITED PARCEL SERVICE INC | $3.9M |
7HPHP INC | $3.8M |
IRMIRON MTN INC DEL | $3.5M |
MMM3M CO | $3.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.5M |
CXWCORECIVIC INC | $3.4M |
UGIUGI CORP NEW | $3.2M |
HPEHEWLETT PACKARD ENTERPRISE C | $3.0M |
LNGCHENIERE ENERGY INC | $2.9M |
OI*O-I GLASS INC | $2.6M |
BACBANK AMERICA CORP | $2.5M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.4M |
CPRICAPRI HOLDINGS LIMITED | $2.4M |
BIIBBIOGEN INC | $2.3M |
MANMANPOWERGROUP INC WIS | $2.2M |
BACVERIZON COMMUNICATIONS INC | $2.2M |
CMCSACOMCAST CORP NEW | $2.1M |
TNLTRAVEL PLUS LEISURE CO | $2.1M |
FITBFIFTH THIRD BANCORP | $1.9M |
SYYSYSCO CORP | $1.7M |
NVONOVO-NORDISK A S | $1.6M |
VTIVANGUARD INDEX FDS | $1.5M |
FSLRFIRST SOLAR INC | $1.5M |
SDYSPDR SERIES TRUST | $1.4M |
JNJJOHNSON & JOHNSON | $1.4M |
TAPMOLSON COORS BEVERAGE CO | $1.3M |
XLKSELECT SECTOR SPDR TR | $1.2M |
MOSMOSAIC CO NEW | $1.2M |
JPMJPMORGAN CHASE & CO. | $1.0M |
DOWDOW INC | $940K |
LINLINDE PLC | $939K |
DHID R HORTON INC | $910K |
ETNEATON CORP PLC | $857K |
CLFCLEVELAND-CLIFFS INC NEW | $710K |
QC10FLAGSTAR FINANCIAL INC | $698K |
SPYSPDR S&P 500 ETF TR | $648K |
LMTLOCKHEED MARTIN CORP | $463K |
SOFISOFI TECHNOLOGIES INC | $455K |
RTXRTX CORPORATION | $438K |
XLCSELECT SECTOR SPDR TR | $434K |
AMGNAMGEN INC | $376K |
OEFISHARES TR | $365K |
COSTCOSTCO WHSL CORP NEW | $362K |
CLCOLGATE PALMOLIVE CO | $336K |
MPCMARATHON PETE CORP | $332K |
ROSTROSS STORES INC | $332K |
PGPROCTER AND GAMBLE CO | $322K |
GOOGALPHABET INC | $293K |
CATCATERPILLAR INC | $290K |
GDGENERAL DYNAMICS CORP | $268K |
LHLABCORP HOLDINGS INC | $263K |
TMTOYOTA MOTOR CORP | $241K |
COPCONOCOPHILLIPS | $225K |
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