HOURGLASS CAPITAL, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$463.7M
Holdings
114
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (114 positions)
| Stock | Value |
|---|---|
NEMNEWMONT CORP | $15.5M |
GOOGLALPHABET INC | $15.1M |
TRVCCITIGROUP INC | $13.6M |
DWDMORGAN STANLEY | $12.5M |
GSGOLDMAN SACHS GROUP INC | $12.4M |
CSCOCISCO SYS INC | $11.5M |
CNRCORE NATURAL RESOURCES INC | $11.1M |
PFEPFIZER INC | $10.9M |
ORCLORACLE CORP | $9.6M |
SLBSLB LIMITED | $9.0M |
ABBVABBVIE INC | $8.9M |
4I1PHILIP MORRIS INTL INC | $8.6M |
HCAHCA HEALTHCARE INC | $8.5M |
WMTWALMART INC | $8.4M |
KEXKIRBY CORP | $8.3M |
DALDELTA AIR LINES INC DEL | $7.9M |
FCXFREEPORT-MCMORAN INC | $7.9M |
KMIKINDER MORGAN INC DEL | $7.7M |
NVDANVIDIA CORPORATION | $7.6M |
AAPLAPPLE INC | $7.6M |
MAINMAIN STR CAP CORP | $7.5M |
IBMINTERNATIONAL BUSINESS MACHS | $7.4M |
WMBWILLIAMS COS INC | $7.2M |
AVGOBROADCOM INC | $7.2M |
CVXCHEVRON CORP NEW | $7.0M |
ZBHZIMMER BIOMET HOLDINGS INC | $7.0M |
HDHOME DEPOT INC | $6.9M |
BKRBAKER HUGHES COMPANY | $6.8M |
GSKGSK PLC | $6.8M |
IRMIRON MTN INC DEL | $6.6M |
GMGENERAL MTRS CO | $6.6M |
XOMEXXON MOBIL CORP | $6.5M |
MSFTMICROSOFT CORP | $6.4M |
VLYVALLEY NATL BANCORP | $6.1M |
LAMRLAMAR ADVERTISING CO NEW | $6.1M |
NRANRG ENERGY INC | $6.0M |
VICIVICI PPTYS INC | $5.9M |
BHPBHP GROUP LTD | $5.7M |
RFREGIONS FINANCIAL CORP NEW | $5.6M |
7HPHP INC | $5.5M |
VLOVALERO ENERGY CORP | $5.5M |
TAT&T INC | $5.2M |
MCKMCKESSON CORP | $4.9M |
SJMSMUCKER J M CO | $4.8M |
KHCKRAFT HEINZ CO | $4.8M |
WOPWOODSIDE ENERGY GROUP LTD | $4.8M |
QCOMQUALCOMM INC | $4.6M |
LYBLYONDELLBASELL INDUSTRIES N | $4.4M |
UPSUNITED PARCEL SERVICE INC | $4.1M |
DOWDOW INC | $4.0M |
MMM3M CO | $3.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.5M |
HPEHEWLETT PACKARD ENTERPRISE C | $3.4M |
CMCSACOMCAST CORP NEW | $3.4M |
UGIUGI CORP NEW | $3.3M |
FHIFEDERATED HERMES INC | $3.2M |
CPRICAPRI HOLDINGS LIMITED | $3.2M |
BIIBBIOGEN INC | $3.1M |
CXWCORECIVIC INC | $3.1M |
BACBANK AMERICA CORP | $2.8M |
TNLTRAVEL PLUS LEISURE CO | $2.8M |
OI*O-I GLASS INC | $2.6M |
BACVERIZON COMMUNICATIONS INC | $2.5M |
CAGCONAGRA BRANDS INC | $2.5M |
LNGCHENIERE ENERGY INC | $2.2M |
FSLRFIRST SOLAR INC | $2.2M |
FITBFIFTH THIRD BANCORP | $2.1M |
JNJJOHNSON & JOHNSON | $1.8M |
FFINFIRST FINL BANKSHARES INC | $1.7M |
VTIVANGUARD INDEX FDS | $1.7M |
XLKSELECT SECTOR SPDR TR | $1.6M |
QC10FLAGSTAR BANK NATIONAL ASSOC | $1.6M |
UNPUNION PAC CORP | $1.5M |
SYYSYSCO CORP | $1.5M |
SDYSPDR SERIES TRUST | $1.3M |
IWDISHARES TR | $1.3M |
ABTABBOTT LABS | $1.3M |
TAPMOLSON COORS BEVERAGE CO | $1.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.2M |
CLFCLEVELAND-CLIFFS INC NEW | $1.1M |
DHID R HORTON INC | $1.0M |
MOSMOSAIC CO NEW | $1.0M |
JPMJPMORGAN CHASE & CO. | $936K |
LINLINDE PLC | $853K |
ETNEATON CORP PLC | $764K |
SPYSPDR S&P 500 ETF TR | $671K |
MOALTRIA GROUP INC | $570K |
RTXRTX CORPORATION | $550K |
GOOGALPHABET INC | $517K |
LMTLOCKHEED MARTIN CORP | $483K |
XLCSELECT SECTOR SPDR TR | $470K |
ROSTROSS STORES INC | $468K |
AMGNAMGEN INC | $440K |
CATCATERPILLAR INC | $427K |
UBERUBER TECHNOLOGIES INC | $380K |
COSTCOSTCO WHSL CORP NEW | $375K |
MPCMARATHON PETE CORP | $325K |
BABOEING CO | $325K |
OEFISHARES TR | $322K |
GDGENERAL DYNAMICS CORP | $309K |
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