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HOURGLASS CAPITAL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

HOURGLASS CAPITAL, LLC

报告期 2026-03-31 · CIK 0001442573

持仓数

130

前50大市值合计

$398.6M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

24Q4 调仓2024-09-30 → 2024-12-31 · 共 83 项建仓 6增持 43减持 27清仓 7

方向

标的

Δ市值

现股数(环比)

减持

MMM 3M CO

-$4.3M

21,450 -59%

建仓

UPS UNITED PARCEL SERVICE INC

+$3.9M

30,565

减持

DAL DELTA AIR LINES INC DEL

-$3.5M

77,370 -52%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

ABBV ABBVIE INC

-$3.4M

35,658 -28%

增持

PFE PFIZER INC

+$2.5M

397,720 +42%

减持

ORCL ORACLE CORP

-$2.4M

52,258 -20%

增持

HCA HCA HEALTHCARE INC

-$2.3M

21,622 +0%

增持

ZBH ZIMMER BIOMET HOLDINGS INC

+$2.2M

67,435 +47%

减持

DOW DOW INC

-$2.1M

134,164 -2%

建仓

— CAPRI HOLDINGS LIMITED

+$2.0M

96,570

减持

KMI KINDER MORGAN INC DEL

+$1.5M

302,785 -1%

减持

MS MORGAN STANLEY

+$1.5M

74,452 -1%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$1.5M

23,510 -22%

增持

FCX FREEPORT-MCMORAN INC

-$1.3M

157,590 +8%

减持

GS GOLDMAN SACHS GROUP INC

+$1.2M

17,699 -2%

增持

NEM NEWMONT CORP

-$1.1M

227,040 +27%

增持

— CONSOL ENERGY INC NEW

+$1.1M

56,340 +20%

增持

MAIN MAIN STR CAP CORP

+$1.1M

122,116 +0%

增持

C CITIGROUP INC

+$1.0M

125,642 +1%

建仓

MOS MOSAIC CO NEW

+$1.0M

42,100

清仓

— NEW YORK CMNTY BANCORP INC

-$950.0K

0 -100%

减持

GOOGL ALPHABET INC

+$949.4K

41,300 -0%

增持

BHP BHP GROUP LTD

-$947.1K

79,266 +2%

建仓

FLG FLAGSTAR FINANCIAL INC

+$943.9K

101,166

增持

XLK SELECT SECTOR SPDR TR

+$939.1K

5,330 +301%

增持

SLB SCHLUMBERGER LTD

+$872.5K

219,345 +22%

增持

CTRA COTERRA ENERGY INC

+$792.2K

46,350 +183%

减持

CSCO CISCO SYS INC

+$759.0K

140,852 -1%

减持

BKR BAKER HUGHES COMPANY

+$753.9K

168,235 -1%

增持

OI O-I GLASS INC

+$746.7K

167,450 +106%

减持

WMT WALMART INC

+$745.0K

79,493 -0%

增持

GM GENERAL MTRS CO

+$684.7K

79,147 +0%

增持

VICI VICI PPTYS INC

-$604.9K

175,151 +2%

减持

WMB WILLIAMS COS INC

+$580.6K

140,880 -9%

增持

KHC KRAFT HEINZ CO

-$577.9K

155,590 +2%

减持

AAPL APPLE INC

+$576.9K

35,229 -0%

建仓

CLF CLEVELAND-CLIFFS INC NEW

+$564.0K

60,000

减持

IRM IRON MTN INC DEL

-$559.7K

33,430 -2%

减持

— EXXON MOBIL CORP

-$558.5K

54,232 -1%

减持

NVDA NVIDIA CORPORATION

+$450.4K

35,380 -0%

减持

FHI FEDERATED HERMES INC

+$436.7K

184,410 -5%

增持

MCK MCKESSON CORP

+$426.4K

5,452 +1%

增持

LNG CHENIERE ENERGY INC

+$394.4K

10,950 +1%

建仓

XLC SELECT SECTOR SPDR TR

+$387.2K

4,000

增持

T AT&T INC

+$344.7K

191,960 +5%

减持

AVGO BROADCOM INC

+$327.4K

19,805 -20%

清仓

UAL UNITED AIRLS HLDGS INC

-$308.1K

0 -100%

增持

CMCSA COMCAST CORP NEW

+$307.1K

55,450 +31%

减持

GOOG ALPHABET INC

-$296.0K

1,650 -55%

清仓

WFC WELLS FARGO CO NEW

-$282.4K

0 -100%

增持

HPQ HP INC

-$278.5K

138,005 +4%

增持

UGI UGI CORP NEW

+$276.6K

82,520 +1%

增持

KEX KIRBY CORP

-$269.2K

44,825 +10%

清仓

INTC INTEL CORP

-$263.1K

0 -100%

增持

WDS WOODSIDE ENERGY GROUP LTD

-$254.2K

226,249 +3%

清仓

UBER UBER TECHNOLOGIES INC

-$240.8K

0 -100%

增持

NVO NOVO-NORDISK A S

-$229.8K

18,950 +21%

增持

VLO VALERO ENERGY CORP

-$226.1K

32,830 +4%

清仓

KO COCA COLA CO

-$213.4K

0 -100%

增持

BAC BANK AMERICA CORP

+$209.1K

46,827 +0%

清仓

UNG UNITED STS NAT GAS FD LP

-$204.1K

0 -100%

增持

— LYONDELLBASELL INDUSTRIES N

-$201.6K

105,597 +26%

增持

VLY VALLEY NATL BANCORP

+$191.2K

418,233 +5%

减持

SDY SPDR SER TR

-$183.3K

11,150 -4%

增持

CVX CHEVRON CORP NEW

+$174.8K

43,539 +5%

增持

HD HOME DEPOT INC

-$170.7K

15,331 +1%

增持

TNL TRAVEL PLUS LEISURE CO

+$168.9K

36,230 +1%

增持

QCOM QUALCOMM INC

+$157.5K

25,915 +15%

减持

PM PHILIP MORRIS INTL INC

-$148.9K

72,450 -1%

增持

LAMR LAMAR ADVERTISING CO NEW

-$146.9K

26,920 +5%

增持

HPE HEWLETT PACKARD ENTERPRISE C

+$137.3K

137,480 +1%

增持

SJM SMUCKER J M CO

-$127.7K

30,380 +6%

减持

SYY SYSCO CORP

-$121.5K

72,505 -0%

减持

SOFI SOFI TECHNOLOGIES INC

+$105.1K

40,000 -38%

增持

CL COLGATE PALMOLIVE CO

+$97.6K

3,700 +61%

增持

MSFT MICROSOFT CORP

+$67.7K

14,507 +3%

增持

COP CONOCOPHILLIPS

+$38.4K

2,510 +26%

增持

VZ VERIZON COMMUNICATIONS INC

-$37.3K

41,720 +10%

增持

NRG NRG ENERGY INC

-$21.5K

58,600 +1%

减持

OEF ISHARES TR

+$13.1K

2,340 -2%

增持

JNJ JOHNSON & JOHNSON

+$5.8K

8,960 +13%

减持

SPY SPDR S&P 500 ETF TR

-$4.0K

1,199 -3%

增持

TAP MOLSON COORS BEVERAGE CO

+$3.2K

24,345 +1%