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Hosking Partners LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Hosking Partners LLP
报告期 2026-03-31 · CIK 0001650135
持仓数
99
前50大市值合计
$2.37B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 3
增持 83
减持 49
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
AMZN
Amazon.com, Inc.
-$58.6M
634,051
-36%
增持
ELV
Elevance Health, Inc.
+$30.8M
109,923
+95%
增持
AIG
American International Group, Inc.
+$26.8M
1,265,730
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。
+13%
减持
KLAC
KLA Corporation
-$25.8M
18,174
-83%
减持
TSM
Taiwan Semiconductor Manufacturing Co., Ltd. Spons
-$21.4M
382,954
-47%
增持
JPM
JPMorgan Chase & Co.
+$19.3M
238,904
+95%
增持
FCX
Freeport-McMoRan, Inc.
+$17.8M
1,397,462
+8%
建仓
—
Noble Corporation PLC Class A
+$17.4M
462,689
增持
—
DHT Holdings, Inc.
+$17.0M
4,328,360
+53%
增持
—
International Seaways, Inc.
+$16.7M
879,722
+95%
增持
MS
Morgan Stanley
+$16.6M
371,887
+95%
减持
TSCO
Tractor Supply Company
-$15.3M
86,675
-54%
增持
C
Citigroup Inc.
+$15.1M
1,416,547
+21%
清仓
MKL
Markel Corporation
-$14.8M
0
-100%
增持
STLD
Steel Dynamics, Inc.
+$14.0M
228,643
+95%
清仓
PBR
Petroleo Brasileiro SA Sponsored ADR
-$13.9M
0
-100%
增持
AVGO
Broadcom Inc.
+$12.7M
38,275
+95%
增持
AA
Alcoa Corporation
+$12.0M
726,157
+16%
增持
SYF
Synchrony Financial
+$11.9M
1,116,461
+27%
增持
COP
ConocoPhillips
+$11.3M
443,141
+11%
减持
SHW
Sherwin-Williams Company
-$11.2M
54,376
-54%
清仓
GOOGL
Alphabet Inc. Class A
-$11.0M
0
-100%
减持
IT
Gartner, Inc.
-$10.9M
41,439
-54%
增持
MBI
MBIA Inc.
+$10.8M
2,141,407
+18%
增持
JEF
Jefferies Financial Group Inc.
+$10.4M
835,543
+35%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$9.3M
181,999
+4%
清仓
META
Meta Platforms Inc. Class A
-$9.3M
0
-100%
减持
BAC
Bank of America Corp
+$9.2M
3,872,410
-2%
增持
—
Valaris Ltd.
+$9.2M
266,300
+47%
增持
MU
Micron Technology, Inc.
+$9.2M
834,253
+28%
增持
WFC
Wells Fargo & Company
+$9.1M
2,389,025
+7%
增持
GOOG
Alphabet Inc. Class C
+$9.0M
1,056,724
+20%
清仓
—
NOBLE CORP PLC
-$9.0M
0
-100%
增持
LPX
Louisiana-Pacific Corporation
+$8.7M
263,383
+95%
增持
CX
Cemex SAB de CV Sponsored ADR
+$8.6M
5,289,465
+41%
增持
RYAAY
Ryanair Holdings Plc Sponsored ADR
+$8.4M
416,362
+7%
增持
AXP
American Express Company
+$8.0M
439,925
+4%
减持
NVDA
NVIDIA Corporation
-$7.8M
36,102
-67%
清仓
MCK
McKesson Corporation
-$7.5M
0
-100%
减持
ADBE
Adobe Incorporated
-$7.3M
10,950
-73%
增持
—
Golar LNG Limited
+$7.0M
697,665
+95%
清仓
SCCO
Southern Copper Corporation
-$6.9M
0
-100%
增持
DAL
Delta Air Lines, Inc.
+$6.5M
901,024
+9%
增持
MPC
Marathon Petroleum Corporation
+$6.3M
216,458
+14%
增持
QCOM
QUALCOMM Incorporated
+$6.2M
120,369
+94%
增持
BIO
Bio-Rad Laboratories, Inc. Class A
+$6.2M
63,052
+29%
减持
—
Adient plc
-$6.1M
74,738
-76%
增持
—
Diana Shipping Inc.
+$5.9M
4,658,306
+37%
增持
PBT
Permian Basin Royalty Trust
+$5.9M
493,375
+23%
增持
—
Ferroglobe PLC
+$5.8M
5,060,835
+95%
增持
HCC
Warrior Met Coal, Inc.
+$5.7M
284,820
+96%
减持
—
Scorpio Tankers Inc.
+$5.6M
527,993
-2%
减持
MSFT
Microsoft Corporation
-$5.6M
109,228
-20%
清仓
FNV
Franco-Nevada Corporation
-$5.6M
0
-100%
减持
HCKT
Hackett Group, Inc.
-$5.5M
255,084
-58%
增持
GLW
Corning Inc
+$5.2M
639,800
+22%
清仓
UBER
Uber Technologies, Inc.
-$5.1M
0
-100%
增持
MAS
Masco Corporation
+$5.1M
225,087
+95%
增持
MGM
MGM Resorts International
+$5.1M
1,085,703
+3%
增持
—
Lam Research Corporation
+$4.8M
20,682
+95%
增持
—
Copa Holdings, S.A. Class A
+$4.8M
107,018
+75%
减持
—
Garmin Ltd.
-$4.7M
56,905
-54%
增持
CZR
Caesars Entertainment Inc
+$4.5M
177,682
+95%
减持
FCFS
FirstCash Holdings, Inc.
-$4.2M
83,000
-47%
减持
GGG
Graco Inc.
-$4.2M
66,629
-54%
减持
CBRE
CBRE Group, Inc. Class A
-$4.1M
839,493
-17%
建仓
ADSK
Autodesk, Inc.
+$4.0M
21,289
增持
MCHP
Microchip Technology Incorporated
+$3.9M
101,137
+95%
减持
BMY
Bristol-Myers Squibb Company
-$3.9M
47,129
-54%
增持
PYPL
PayPal Holdings, Inc.
-$3.7M
373,090
+6%
增持
—
WestRock Company
+$3.7M
273,300
+42%
增持
CNC
Centene Corporation
+$3.6M
85,519
+95%
增持
CFG
Citizens Financial Group, Inc.
+$3.5M
514,678
+6%
清仓
LEA
Lear Corporation
-$3.5M
0
-100%
增持
VICI
VICI Properties Inc
+$3.3M
194,320
+95%
增持
—
TopBuild Corp.
+$3.3M
46,161
+94%
增持
THO
Thor Industries, Inc.
+$3.2M
81,754
+95%
减持
SCHW
Charles Schwab Corp
-$3.2M
574,025
-19%
增持
—
LyondellBasell Industries NV
+$3.2M
104,969
+42%
减持
CAR
Avis Budget Group, Inc.
-$3.0M
19,152
-54%
增持
BTU
Peabody Energy Corporation
+$3.0M
1,144,170
+4%
减持
DIS
Walt Disney Company
-$3.0M
152,232
-12%
增持
—
Liberty Media Corp. Series C Liberty Formula One
+$3.0M
208,353
+29%
增持
LSAK
Lesaka Technologies, Inc.
+$3.0M
1,085,503
+95%
减持
EBAY
eBay Inc.
-$3.0M
76,910
-54%
增持
WPM
Wheaton Precious Metals Corp
+$2.9M
193,631
+35%
减持
VIPS
Vipshop Holdings Ltd Sponsored ADR
+$2.8M
683,157
-11%
减持
INTC
Intel Corporation
-$2.8M
95,627
-54%
减持
AAL
American Airlines Group, Inc.
-$2.5M
1,267,974
-18%
清仓
VAC
Marriott Vacations Worldwide Corporation
-$2.5M
0
-100%
增持
COF
Capital One Financial Corp
+$2.3M
285,813
+8%
清仓
UAL
United Airlines Holdings, Inc.
-$2.2M
0
-100%
减持
APA
APA Corp.
-$2.2M
79,913
-54%
减持
CHTR
Charter Communications, Inc. Class A
-$2.2M
6,813
-54%
增持
UNP
Union Pacific Corporation
+$2.2M
101,565
+5%
减持
HPQ
HP Inc.
-$2.2M
79,124
-54%
减持
—
Willis Towers Watson Public Limited Company
+$2.1M
59,521
-4%
减持
EPAM
EPAM Systems, Inc.
-$2.1M
55,500
-1%
减持
INDA
iShares MSCI India ETF
-$2.1M
99,305
-35%
增持
—
Liberty Global Plc Class A
+$2.0M
506,634
+4%
减持
—
Hanesbrands Inc.
-$2.0M
224,692
-54%
增持
V
Visa Inc. Class A
+$1.9M
45,753
+7%
减持
MHK
Mohawk Industries, Inc.
-$1.9M
19,516
-54%
减持
WDC
Western Digital Corporation
-$1.8M
45,742
-54%
增持
HEPS
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
-$1.8M
6,087,312
+1%
清仓
—
Spirit Airlines, Inc.
-$1.8M
0
-100%
增持
KR
Kroger Co.
+$1.7M
359,610
+10%
减持
AAP
Advance Auto Parts, Inc.
-$1.7M
8,631
-54%
增持
—
Credicorp Ltd.
+$1.6M
111,200
+2%
增持
AMAT
Applied Materials, Inc.
+$1.5M
76,126
+6%
增持
L
Loews Corporation
+$1.5M
135,287
+5%
增持
DXC
DXC Technology Co.
+$1.5M
460,282
+5%
减持
—
America Movil SAB de CV Sponsored ADR Class L
-$1.5M
86,604
-53%
减持
LUMN
Lumen Technologies, Inc.
-$1.4M
389,521
-17%
增持
SLG
SL Green Realty Corp.
+$1.4M
338,054
+35%
增持
CME
CME Group Inc. Class A
+$1.3M
17,193
+95%
减持
RTX
Raytheon Technologies Corporation
+$1.2M
69,524
-1%
清仓
—
Spotify Technology SA
-$1.2M
0
-100%
减持
HBAN
Huntington Bancshares Incorporated
-$1.2M
81,670
-54%
减持
—
Liberty Global Plc Class C
-$1.2M
71,528
-54%
增持
TPL
Texas Pacific Land Corporation
+$1.1M
1,936
+1%
增持
—
DuPont de Nemours, Inc.
+$1.1M
55,236
+5%
减持
SMG
Scotts Miracle-Gro Company Class A
-$1.1M
24,856
-54%
增持
RLX
RLX Technology, Inc. Sponsored ADR Class A
+$1.1M
841,840
+4%
减持
PM
Philip Morris International Inc.
+$1.0M
112,747
-10%
增持
—
LivaNova Plc
+$951.5K
145,705
+4%
增持
VECO
Veeco Instruments Inc.
+$926.1K
101,188
+94%
增持
—
Liberty Media Corp. Series A Liberty Formula One
+$918.8K
40,441
+71%
减持
HPE
Hewlett Packard Enterprise Co.
-$803.3K
80,368
-54%
增持
DNOW
NOW Inc.
+$801.2K
264,584
+4%
增持
PNC
PNC Financial Services Group, Inc.
+$785.0K
73,965
+1%
增持
DOW
Dow, Inc.
+$627.4K
58,591
+11%
增持
OPTU
Altice USA, Inc. Class A
+$601.6K
372,956
+95%
减持
—
Liberty Media Corp. Series C Liberty SiriusXM
-$594.2K
73,697
-20%
减持
MO
Altria Group Inc
-$571.5K
81,787
-23%
增持
RXT
Rackspace Technology, Inc.
-$560.7K
582,488
+4%
增持
—
Seagate Technology Holdings PLC
+$558.1K
213,383
+6%
减持
BKNG
Booking Holdings Inc.
-$540.1K
22,635
-19%
增持
COST
Costco Wholesale Corporation
-$397.7K
236,406
+3%
减持
NGVT
Ingevity Corporation
-$324.6K
5,656
-53%
减持
BFH
Bread Financial Holdings, Inc.
-$324.4K
10,583
-54%
增持
JXN
Jackson Financial Incorporation Class A
+$317.6K
15,453
+95%
清仓
KT
KT Corporation Sponsored ADR
-$264.0K
0
-100%
增持
—
Liberty Latin America Ltd. Class C
+$247.5K
136,774
+6%
增持
LBRDK
Liberty Broadband Corp. Class C
+$236.6K
14,168
+24%
建仓
—
Liberty Media Corp. Series C Liberty Braves
+$201.1K
6,238
增持
CTVA
Corteva Inc
+$198.4K
54,856
+4%
增持
—
Liberty Latin America Ltd. Class A
+$163.6K
101,137
+5%
减持
—
Lazard Ltd Class A
-$157.5K
291,824
-10%
增持
—
Liberty Media Corp. Series A Liberty SiriusXM
+$148.6K
43,999
+6%
