Funds › Hosking Partners LLP
Hosking Partners LLP
13F for Q3 2026, filed Oct 21, 2026. 102 positions worth $2.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 21, 2026
Reported value
$2.8B
−$194.9M (6.5%) vs Q2 2026
Positions
102
98 in Q2 2026
Top 10 share
32.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Hosking Partners LLP in the latest 13F quarter?
Using 13F.ai, how has Hosking Partners LLP's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Hosking Partners LLP's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MU Micron Technology, Inc. | 171,240 | $182.4M | 6.5% | -11.0% | 13F ↗ |
| 2 | GOOG Alphabet Inc. Class C | 394,738 | $134.5M | 4.8% | -7.9% | 13F ↗ |
| 3 | C Citigroup, Inc. | 856,087 | $110.8M | 3.9% | -16.6% | 13F ↗ |
| 4 | FCX Freeport-McMoRan, Inc. | 1.25M | $87.6M | 3.1% | -7.9% | 13F ↗ |
| 5 | IBKR Interactive Brokers Group, Inc. | 950,149 | $81.2M | 2.9% | -10.5% | 13F ↗ |
| 6 | BRK-B Berkshire Hathaway Inc. Class B | 139,170 | $69.3M | 2.5% | -7.4% | 13F ↗ |
| 7 | MPC Marathon Petroleum Corporation | 171,157 | $67.7M | 2.4% | -17.3% | 13F ↗ |
| 8 | DHT DHT Holdings, Inc. · Common Stocks | 2.81M | $63.4M | 2.3% | -10.0% | 13F ↗ |
| 9 | AXP American Express Company | 196,027 | $59.6M | 2.1% | -6.7% | 13F ↗ |
| 10 | CBRE CBRE Group Inc | 460,790 | $59.2M | 2.1% | -6.4% | 13F ↗ |
| 11 | AIG American International Group, Inc. | 774,523 | $57.6M | 2.0% | -6.2% | 13F ↗ |
| 12 | BKNG Booking Holdings Inc. | 352,053 | $57.4M | 2.0% | -5.8% | 13F ↗ |
| 13 | AMZN Amazon.com, Inc. | 229,053 | $57.1M | 2.0% | -6.3% | 13F ↗ |
| 14 | ELV Elevance Health, Inc. | 140,427 | $54.6M | 1.9% | -6.4% | 13F ↗ |
| 15 | HCC Warrior Met Coal, Inc. · Common Stocks | 582,400 | $51.3M | 1.8% | -8.2% | 13F ↗ |
| 16 | INSW International Seaways, Inc. | 447,206 | $49.3M | 1.8% | -26.5% | 13F ↗ |
| 17 | COST Costco Wholesale Corporation | 53,160 | $48.4M | 1.7% | -9.5% | 13F ↗ |
| 18 | STX Seagate Technology Holdings PLC | 51,662 | $47.6M | 1.7% | -4.1% | 13F ↗ |
| 19 | SYF Synchrony Financial | 658,018 | $46.7M | 1.7% | -6.3% | 13F ↗ |
| 20 | BAC Bank of America Corporation | 855,871 | $46.6M | 1.7% | -6.8% | 13F ↗ |
| 21 | COF Capital One Financial Corporation | 236,254 | $45.6M | 1.6% | -7.4% | 13F ↗ |
| 22 | LYB LyondellBasell Industries NV · Shs - A - | 777,140 | $44.7M | 1.6% | -5.2% | 13F ↗ |
| 23 | GLW Corning Incorporated | 276,103 | $42.5M | 1.5% | -1.5% | 13F ↗ |
| 24 | AVGO Broadcom Inc. | 118,895 | $41.8M | 1.5% | +2.9% | 13F ↗ |
| 25 | TDW Tidewater Inc. | 510,577 | $41.4M | 1.5% | -16.2% | 13F ↗ |
| 26 | NE Noble Corporation plc A · Ord Shs A | 938,628 | $39.2M | 1.4% | -6.1% | 13F ↗ |
| 27 | DAL Delta Air Lines, Inc. | 464,629 | $38.8M | 1.4% | -11.0% | 13F ↗ |
| 28 | BIO Bio-Rad Laboratories, Inc. Class A | 95,472 | $36.1M | 1.3% | +1.1% | 13F ↗ |
| 29 | WFC Wells Fargo & Company | 449,309 | $36.0M | 1.3% | -6.1% | 13F ↗ |
| 30 | MS Morgan Stanley | 178,289 | $33.5M | 1.2% | -5.3% | 13F ↗ |
| 31 | GSM Ferroglobe PLC · Common Stocks | 8.37M | $33.3M | 1.2% | -18.1% | 13F ↗ |
| 32 | JPM JPMorgan Chase & Co. | 96,152 | $31.8M | 1.1% | -5.7% | 13F ↗ |
| 33 | STLD Steel Dynamics, Inc. | 140,153 | $31.1M | 1.1% | -5.4% | 13F ↗ |
| 34 | SDRL Seadrill Limited · Common Stocks | 677,637 | $30.3M | 1.1% | -3.8% | 13F ↗ |
| 35 | COP ConocoPhillips | 239,550 | $30.0M | 1.1% | -6.5% | 13F ↗ |
| 36 | HSHP Himalaya Shipping Ltd. · Common Stocks | 1.66M | $28.8M | 1.0% | -9.3% | 13F ↗ |
| 37 | LRCX Lam Research Corporation | 87,593 | $28.8M | 1.0% | +3.0% | 13F ↗ |
| 38 | CPNG Coupang, Inc. · Common Stocks | 2.07M | $28.7M | 1.0% | +4.0% | 13F ↗ |
| 39 | RPRX Royalty Pharma plc | 489,935 | $28.6M | 1.0% | +0.4% | 13F ↗ |
| 40 | UBER Uber Technologies, Inc. | 408,643 | $28.0M | 1.0% | New | 13F ↗ |
| 41 | TIGO Millicom International Cellular S.A. | 311,922 | $27.2M | 1.0% | -8.9% | 13F ↗ |
| 42 | BAP Credicorp Ltd. | 69,120 | $26.3M | 0.9% | -9.0% | 13F ↗ |
| 43 | LPX Louisiana-Pacific Corporation | 397,002 | $25.6M | 0.9% | -0.7% | 13F ↗ |
| 44 | SCHW Charles Schwab Corporation | 256,119 | $25.0M | 0.9% | -6.9% | 13F ↗ |
| 45 | MCHP Microchip Technology Incorporated | 296,965 | $23.1M | 0.8% | -10.3% | 13F ↗ |
| 46 | CVE Cenovus Energy Inc | 722,235 | $22.4M | 0.8% | -9.2% | 13F ↗ |
| 47 | META Meta Platforms, Inc. | 30,225 | $21.9M | 0.8% | New | 13F ↗ |
| 48 | JEF Jefferies Financial Group Inc. | 473,389 | $21.6M | 0.8% | -6.0% | 13F ↗ |
| 49 | MGM MGM Resorts International | 662,020 | $20.6M | 0.7% | -6.9% | 13F ↗ |
| 50 | VAL Valaris Limited | 234,944 | $18.4M | 0.7% | -7.9% | 13F ↗ |
Showing the top 50 of 102 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
8 new, 11 added to, 83 trimmed, 4 exited, 0 unchanged. By estimated dollars.
New positions (8)
| UBER Uber Technologies, Inc. | 408,643 | New | $28.0M |
| META Meta Platforms, Inc. | 30,225 | New | $21.9M |
| MRSH Marsh & McLennan Companies, Inc. | 64,000 | New | $10.9M |
| CPAY Corpay, Inc. | 22,074 | New | $8.6M |
| XOM ExxonMobil Holdings Corporation | 46,341 | New | $7.5M |
| Vaneck ETF Trust Ig Floa Rate Etf | 77,978 | New | $5.8M |
| QXO QXO, Inc. | 331,910 | New | $3.9M |
| NBR Nabors Industries Ltd. · Common Stocks | 38,021 | New | $3.0M |
Added to (11)
| LSAK Lesaka Technologies, Inc. · Common Stocks | 3.47M | +27.2% | $3.2M |
| NU Nu Holdings Ltd. | 1.12M | +22.9% | $2.6M |
| TPL Texas Pacific Land Corporation | 38,825 | +11.8% | $1.3M |
| AVGO Broadcom Inc. | 118,895 | +2.9% | $1.2M |
| CPNG Coupang, Inc. · Common Stocks | 2.07M | +4.0% | $1.1M |
| LRCX Lam Research Corporation | 87,593 | +3.0% | $848.5K |
| RRC Range Resources Corporation | 144,803 | +17.7% | $808.4K |
| WSO Watsco, Inc. | 8,370 | +19.9% | $421.0K |
| BIO Bio-Rad Laboratories, Inc. Class A | 95,472 | +1.1% | $393.6K |
| ARLO Arlo Technologies, Inc. · Common Stocks | 1.21M | +1.9% | $277.1K |
Trimmed (83)
| MU Micron Technology, Inc. | 171,240 | -11.0% | -$22.6M |
| C Citigroup, Inc. | 856,087 | -16.6% | -$22.0M |
| INSW International Seaways, Inc. | 447,206 | -26.5% | -$17.8M |
| MPC Marathon Petroleum Corporation | 171,157 | -17.3% | -$14.1M |
| GOOG Alphabet Inc. Class C | 394,738 | -7.9% | -$11.5M |
| IBKR Interactive Brokers Group, Inc. | 950,149 | -10.5% | -$9.5M |
| TDW Tidewater Inc. | 510,577 | -16.2% | -$8.0M |
| FCX Freeport-McMoRan, Inc. | 1.25M | -7.9% | -$7.6M |
| GSM Ferroglobe PLC · Common Stocks | 8.37M | -18.1% | -$7.4M |
| DHT DHT Holdings, Inc. · Common Stocks | 2.81M | -10.0% | -$7.0M |
Exited (4)
| Topbuild Corp | 35,180 | Exited | -$12.5M |
| WTW Willis Towers Watson Public Limited Company | 31,681 | Exited | -$8.3M |
| Exxon Mobil Corp | 48,998 | Exited | -$6.7M |
| Liberty Broadband Corp | 6,836 | Exited | -$227.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 21, 2026 | 13F-HR | 102 | $2.8B | Current | SEC ↗ |
| Q2 2026 | Aug 3, 2026 | 13F-HR | 98 | $3.0B | Current | SEC ↗ |
| Q1 2026 | Apr 21, 2026 | 13F-HR | 99 | $2.8B | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 114 | $2.9B | Current | SEC ↗ |
| Q3 2025 | Oct 23, 2025 | 13F-HR | 116 | $2.8B | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 118 | $2.5B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 116 | $2.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer