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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 75 项建仓 3增持 25减持 44清仓 3

方向

标的

Δ市值

现股数(环比)

减持

— LYONDELLBASELL INDUSTRIES N

-$4.7M

122,873 -33%

增持

ABBV ABBVIE INC

+$4.4M

42,876 +43%

增持

CNR CORE NATURAL RESOURCES INC

+$3.4M

116,915 +28%

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

GOOGL ALPHABET INC

+$3.4M

51,010 -1%

减持

FHI FEDERATED HERMES INC

-$2.9M

63,218 -55%

增持

DOW DOW INC

+$2.9M

166,348 +369%

减持

NEM NEWMONT CORP

+$2.8M

161,084 -13%

建仓

CAG CONAGRA BRANDS INC

+$2.7M

147,270

增持

HPQ HP INC

+$2.6M

234,689 +52%

减持

ORCL ORACLE CORP

+$2.2M

47,196 -6%

增持

ZBH ZIMMER BIOMET HOLDINGS INC

+$2.2M

80,152 +27%

建仓

FFIN FIRST FINL BANKSHARES INC

+$1.9M

57,000

增持

KHC KRAFT HEINZ CO

+$1.9M

237,170 +42%

减持

BKR BAKER HUGHES COMPANY

+$1.5M

149,730 -0%

增持

PFE PFIZER INC

+$1.4M

470,538 +8%

减持

AAPL APPLE INC

+$1.4M

28,172 -0%

减持

C CITIGROUP INC

+$1.4M

116,907 -5%

增持

VLY VALLEY NATL BANCORP

+$1.3M

515,166 +12%

建仓

ABT ABBOTT LABS

+$1.3M

10,000

减持

PM PHILIP MORRIS INTL INC

-$1.3M

52,965 -2%

减持

NVO NOVO-NORDISK A S

-$1.3M

5,700 -75%

减持

NVDA NVIDIA CORPORATION

+$1.2M

41,080 -0%

减持

MS MORGAN STANLEY

+$1.1M

71,165 -2%

减持

AVGO BROADCOM INC

+$1.1M

20,795 -1%

减持

GM GENERAL MTRS CO

+$972.3K

83,097 -0%

减持

DAL DELTA AIR LINES INC DEL

+$868.2K

116,124 -0%

增持

HD HOME DEPOT INC

+$776.3K

20,032 +0%

减持

GS GOLDMAN SACHS GROUP INC

-$752.3K

14,403 -17%

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$674.7K

30,150 -28%

减持

KMI KINDER MORGAN INC DEL

-$671.4K

280,524 -4%

增持

GSK GSK PLC

+$655.0K

131,363 +1%

减持

BHP BHP GROUP LTD

+$645.7K

85,546 -0%

增持

FLG FLAGSTAR FINANCIAL INC

+$595.8K

112,000 +70%

增持

MAN MANPOWERGROUP INC WIS

+$564.2K

73,590 +34%

增持

UPS UNITED PARCEL SERVICE INC

-$559.2K

40,235 +4%

增持

SJM SMUCKER J M CO

+$558.7K

51,360 +0%

增持

VZ VERIZON COMMUNICATIONS INC

+$537.1K

61,638 +23%

增持

RF REGIONS FINANCIAL CORP NEW

+$521.9K

182,289 +0%

减持

CVX CHEVRON CORP NEW

+$479.9K

43,357 -1%

减持

MAIN MAIN STR CAP CORP

+$474.7K

122,380 -1%

清仓

SOFI SOFI TECHNOLOGIES INC

-$455.3K

0 -100%

减持

FSLR FIRST SOLAR INC

+$423.8K

8,640 -3%

增持

FCX FREEPORT-MCMORAN INC

-$386.7K

162,383 +4%

增持

KEX KIRBY CORP

+$373.4K

73,730 +45%

减持

WMT WALMART INC

+$369.8K

75,783 -0%

增持

SLB SCHLUMBERGER LTD

+$343.5K

239,144 +3%

增持

XLK SELECT SECTOR SPDR TR

+$338.4K

5,630 +14%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$334.4K

24,703 -0%

减持

HCA HCA HEALTHCARE INC

+$330.9K

18,745 -6%

减持

CSCO CISCO SYS INC

-$326.7K

158,512 -2%

增持

MCK MCKESSON CORP

+$254.6K

6,128 +0%

减持

MOS MOSAIC CO NEW

-$233.0K

28,100 -15%

减持

— EXXON MOBIL CORP

+$218.7K

54,006 -1%

清仓

UBER UBER TECHNOLOGIES INC

-$205.6K

0 -100%

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$200.4K

0 -100%

减持

MSFT MICROSOFT CORP

+$188.6K

13,300 -1%

减持

QCOM QUALCOMM INC

+$167.6K

25,955 -0%

减持

CLF CLEVELAND-CLIFFS INC NEW

-$160.8K

45,000 -52%

减持

FITB FIFTH THIRD BANCORP

+$149.7K

44,999 -0%

减持

SYY SYSCO CORP

+$137.8K

22,020 -0%

减持

GOOG ALPHABET INC

+$108.7K

1,648 -0%

增持

T AT&T INC

-$94.4K

202,610 +1%

增持

WDS WOODSIDE ENERGY GROUP LTD

-$88.0K

312,814 +1%

增持

MMM 3M CO

+$76.5K

22,900 +0%

增持

NRG NRG ENERGY INC

+$62.9K

38,880 +0%

减持

OEF ISHARES TR

-$49.0K

950 -21%

减持

LAMR LAMAR ADVERTISING CO NEW

+$46.7K

47,483 -0%

减持

SDY SPDR SERIES TRUST

-$45.5K

9,895 -6%

减持

GD GENERAL DYNAMICS CORP

+$45.1K

919 -0%

减持

IRM IRON MTN INC DEL

-$41.8K

33,860 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$35.6K

6,965 -2%

减持

VICI VICI PPTYS INC

-$22.6K

175,177 -0%

减持

WMB WILLIAMS COS INC

-$15.8K

122,040 -1%

减持

PG PROCTER AND GAMBLE CO

-$14.5K

2,000 -1%

减持

SPY SPDR S&P 500 ETF TR

+$4.1K

979 -7%