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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 77 项建仓 2增持 35减持 34清仓 6

方向

标的

Δ市值

现股数(环比)

减持

DOW DOW INC

-$4.0M

35,499 -75%

减持

ORCL ORACLE CORP

+$3.8M

50,468 -2%

减持

SYY SYSCO CORP

-$3.7M

22,120 -69%

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。

增持

— LYONDELLBASELL INDUSTRIES N

+$3.0M

184,568 +69%

增持

GOOGL ALPHABET INC

+$2.7M

51,320 +26%

增持

NVDA NVIDIA CORPORATION

+$2.6M

41,180 +15%

减持

GS GOLDMAN SACHS GROUP INC

+$2.6M

17,269 -2%

增持

LAMR LAMAR ADVERTISING CO NEW

+$2.5M

47,513 +64%

减持

SLB SCHLUMBERGER LTD

-$2.4M

233,015 -5%

增持

AVGO BROADCOM INC

+$2.4M

21,045 +3%

建仓

BIIB BIOGEN INC

+$2.3M

17,970

建仓

MAN MANPOWERGROUP INC WIS

+$2.2M

55,070

增持

CSCO CISCO SYS INC

+$1.9M

161,027 +8%

减持

AAPL APPLE INC

-$1.9M

28,194 -19%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$1.9M

62,930 -7%

增持

HD HOME DEPOT INC

+$1.7M

20,021 +30%

减持

C CITIGROUP INC

+$1.7M

123,274 -1%

减持

MS MORGAN STANLEY

+$1.6M

72,785 -2%

减持

FHI FEDERATED HERMES INC

-$1.5M

140,075 -26%

减持

MSFT MICROSOFT CORP

+$1.4M

13,470 -4%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$1.4M

24,780 +4%

减持

ABBV ABBVIE INC

-$1.3M

29,986 -9%

增持

DAL DELTA AIR LINES INC DEL

+$1.1M

116,344 +10%

增持

KEX KIRBY CORP

+$1.0M

50,960 +8%

增持

CVX CHEVRON CORP NEW

-$1.0M

43,669 +1%

减持

BKR BAKER HUGHES COMPANY

-$952.5K

150,430 -2%

增持

WDS WOODSIDE ENERGY GROUP LTD

+$882.0K

310,814 +15%

减持

PM PHILIP MORRIS INTL INC

-$845.5K

54,255 -20%

清仓

EXP EAGLE MATLS INC

-$798.9K

0 -100%

增持

RF REGIONS FINANCIAL CORP NEW

+$769.4K

182,189 +13%

清仓

CTRA COTERRA ENERGY INC

-$732.6K

0 -100%

减持

WMT WALMART INC

+$641.7K

76,093 -2%

增持

SJM SMUCKER J M CO

-$630.3K

51,110 +7%

增持

IRM IRON MTN INC DEL

+$619.8K

34,060 +2%

增持

KHC KRAFT HEINZ CO

-$611.3K

167,380 +3%

减持

FCX FREEPORT-MCMORAN INC

+$558.3K

155,833 -5%

减持

NEM NEWMONT CORP

+$542.3K

185,750 -13%

增持

FSLR FIRST SOLAR INC

+$539.7K

8,950 +20%

增持

— EXXON MOBIL CORP

-$537.7K

54,457 +1%

增持

MAIN MAIN STR CAP CORP

+$486.6K

123,646 +3%

增持

WMB WILLIAMS COS INC

+$467.6K

123,340 +1%

增持

GSK GSK PLC

+$436.8K

130,589 +11%

增持

PFE PFIZER INC

+$429.6K

436,440 +9%

清仓

ARLP ALLIANCE RESOURCE PARTNERS L

-$409.2K

0 -100%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$397.9K

7,135 -2%

增持

VTI VANGUARD INDEX FDS

+$367.0K

5,059 +19%

增持

CNR CORE NATURAL RESOURCES INC

-$366.2K

91,025 +5%

清仓

FISV FISERV INC

-$357.3K

0 -100%

减持

HCA HCA HEALTHCARE INC

+$334.2K

19,990 -6%

增持

— CAPRI HOLDINGS LIMITED

+$328.4K

133,980 +29%

增持

T AT&T INC

+$308.5K

200,970 +3%

增持

HPQ HP INC

-$282.4K

154,115 +5%

减持

MOS MOSAIC CO NEW

-$280.8K

33,100 -40%

增持

QCOM QUALCOMM INC

+$240.9K

26,060 +2%

减持

OEF ISHARES TR

-$225.2K

1,200 -45%

清仓

HON HONEYWELL INTL INC

-$217.3K

0 -100%

减持

UBER UBER TECHNOLOGIES INC

-$210.0K

2,204 -61%

增持

FITB FIFTH THIRD BANCORP

+$208.6K

45,100 +7%

清仓

PAAS PAN AMERN SILVER CORP

-$206.6K

0 -100%

增持

UPS UNITED PARCEL SERVICE INC

+$185.3K

38,835 +14%

增持

VLY VALLEY NATL BANCORP

+$162.5K

460,716 +4%

增持

NVO NOVO-NORDISK A S

+$150.7K

23,130 +11%

减持

XLK SELECT SECTOR SPDR TR

+$147.9K

4,930 -8%

减持

SOFI SOFI TECHNOLOGIES INC

+$141.2K

25,000 -7%

减持

JNJ JOHNSON & JOHNSON

-$133.2K

8,910 -1%

减持

NRG NRG ENERGY INC

+$114.7K

38,820 -39%

减持

FLG FLAGSTAR FINANCIAL INC

-$113.6K

65,833 -6%

增持

BHP BHP GROUP LTD

+$106.8K

85,746 +4%

增持

CLF CLEVELAND-CLIFFS INC NEW

+$93.3K

93,400 +25%

减持

CMCSA COMCAST CORP NEW

-$78.2K

60,080 -0%

减持

VICI VICI PPTYS INC

-$69.4K

175,924 -1%

减持

SDY SPDR SERIES TRUST

-$53.7K

10,545 -4%

减持

PG PROCTER AND GAMBLE CO

-$35.5K

2,020 -4%

增持

VZ VERIZON COMMUNICATIONS INC

-$35.1K

50,195 +3%

减持

KMI KINDER MORGAN INC DEL

+$32.3K

292,960 -3%

减持

F FORD MTR CO

+$6.7K

10,000 -1%

减持

— LINDE PLC

+$4.3K

2,002 -0%