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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 121 项
建仓 6
增持 29
减持 84
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MU
Micron Technology, Inc.
+$33.4M
749,329
+36%
减持
WFC
Wells Fargo & Company
-$22.4M
830,348
-33%
增持
AMZN
Amazon.com, Inc.
+$20.2M
483,553
+19%
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
BAC
Bank of America Corp
-$18.8M
1,641,388
-26%
增持
—
Ferroglobe PLC
+$18.3M
9,108,922
+49%
增持
TSM
Taiwan Semiconductor Manufacturing Co., Ltd. Spons
+$17.8M
250,276
+33%
减持
AIG
American International Group, Inc.
-$15.9M
1,148,128
-11%
建仓
—
Seadrill Ltd
+$15.0M
291,735
减持
PNC
PNC Financial Services Group, Inc.
-$15.0M
61,413
-60%
减持
COF
Capital One Financial Corp
-$14.3M
290,172
-21%
增持
OXY
Occidental Petroleum Corporation
+$13.9M
499,499
+84%
建仓
CPNG
Coupang Inc
+$13.0M
620,524
增持
HCC
Warrior Met Coal, Inc.
+$12.9M
482,147
+69%
减持
CBRE
CBRE Group, Inc. Class A
-$12.7M
608,938
-12%
清仓
—
Cool Company Ltd
-$12.1M
0
-100%
增持
IBKR
Interactive Brokers Group, Inc. Class A
+$11.2M
261,717
+40%
增持
—
LyondellBasell Industries NV
+$10.3M
222,171
+107%
减持
SCHW
Charles Schwab Corp
-$10.2M
440,378
-25%
减持
MGM
MGM Resorts International
-$9.7M
864,419
-15%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$9.7M
127,301
-13%
建仓
—
Exxon Mobil Corporation
+$9.5M
82,110
减持
C
Citigroup Inc.
-$6.7M
1,198,781
-8%
增持
CRESY
Cresud SA Sponsored ADR
+$6.6M
829,580
+3028%
减持
BTU
Peabody Energy Corporation
-$6.4M
1,172,761
-12%
减持
AVGO
Broadcom Inc.
+$6.4M
36,249
-7%
增持
BKNG
Booking Holdings Inc.
+$6.3M
17,671
+1%
减持
BIO
Bio-Rad Laboratories, Inc. Class A
-$6.1M
65,066
-6%
增持
LSAK
Lesaka Technologies, Inc.
+$6.0M
2,607,388
+59%
增持
JEF
Jefferies Financial Group Inc.
+$6.0M
815,672
+4%
减持
GOOG
Alphabet Inc. Class C
+$5.3M
634,611
-13%
减持
COST
Costco Wholesale Corporation
-$5.3M
90,857
-19%
建仓
AMR
ALPHA METALLURGICAL RESOURCES, INC.
+$5.1M
18,263
增持
STLD
Steel Dynamics, Inc.
+$5.0M
215,365
+40%
减持
—
Scorpio Tankers Inc.
-$4.9M
214,500
-31%
增持
CX
Cemex SAB de CV Sponsored ADR
-$4.7M
4,558,040
+21%
减持
DIS
Walt Disney Company
-$4.7M
113,744
-13%
减持
—
DHT Holdings, Inc.
-$4.5M
3,912,922
-10%
减持
—
International Seaways, Inc.
+$4.4M
881,053
-2%
减持
UNP
Union Pacific Corporation
-$4.3M
75,798
-13%
减持
KR
Kroger Co.
-$4.2M
268,738
-13%
减持
PYPL
PayPal Holdings, Inc.
-$4.2M
220,845
-13%
减持
—
TopBuild Corp.
-$4.1M
43,232
-8%
减持
MAS
Masco Corporation
-$3.9M
212,816
-7%
减持
AAL
American Airlines Group Inc.
-$3.8M
918,450
-0%
减持
VIPS
Vipshop Holdings Ltd Sponsored ADR
-$3.7M
681,250
-10%
减持
—
Noble Corporation PLC Class A
-$3.6M
823,345
-1%
增持
JPM
JPMorgan Chase & Co.
+$3.6M
259,054
+6%
建仓
TRUP
Trupanion Inc
+$3.5M
119,823
减持
—
Golar LNG Limited
+$3.5M
657,810
-8%
减持
TDW
Tidewater Inc
-$3.5M
237,246
-16%
增持
—
Lam Research Corporation
+$3.5M
22,513
+7%
增持
RYAAY
Ryanair Holdings Plc Sponsored ADR
-$3.5M
263,364
+12%
减持
PM
Philip Morris International Inc.
-$3.4M
110,450
-31%
建仓
BN
Brookfield Corporation
+$3.4M
81,153
增持
MPC
Marathon Petroleum Corporation
-$3.4M
237,326
+7%
减持
MBI
MBIA Inc.
-$3.2M
1,642,287
-9%
减持
PBT
Permian Basin Royalty Trust
-$3.1M
212,935
-53%
增持
AMAT
Applied Materials, Inc.
+$2.7M
68,720
+5%
减持
EPAM
EPAM Systems, Inc.
-$2.7M
22,132
-11%
减持
—
Copa Holdings, S.A. Class A
-$2.7M
88,217
-17%
增持
—
FLEX LNG LTD
+$2.6M
287,625
+42%
减持
FCFS
FirstCash Holdings, Inc.
-$2.6M
61,960
-13%
增持
AXP
American Express Company
+$2.5M
312,229
+2%
减持
THO
Thor Industries, Inc.
-$2.5M
78,101
-7%
增持
CTVA
Corteva Inc
+$2.5M
165,063
+48%
增持
NVDA
NVIDIA Corporation
+$2.2M
233,682
+693%
减持
ELV
Elevance Health, Inc.
-$2.2M
103,488
-8%
减持
—
Credicorp Ltd.
-$2.1M
105,973
-6%
减持
—
Diana Shipping Inc.
-$2.0M
4,056,777
-14%
减持
V
Visa Inc. Class A
-$2.0M
34,219
-13%
减持
CFG
Citizens Financial Group, Inc.
-$1.9M
317,581
-13%
减持
HEPS
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
+$1.8M
4,899,399
-18%
减持
MS
Morgan Stanley
-$1.7M
350,334
-8%
减持
INDA
iShares MSCI India ETF
-$1.7M
52,316
-41%
增持
LPX
Louisiana-Pacific Corporation
+$1.5M
293,091
+9%
减持
L
Loews Corporation
-$1.5M
100,956
-13%
增持
—
CRH Plc
+$1.5M
99,572
+44%
减持
CNC
Centene Corporation
-$1.5M
80,857
-7%
增持
COP
ConocoPhillips
-$1.5M
388,045
+8%
减持
TPL
Texas Pacific Land Corporation
-$1.4M
7,613
-37%
减持
SLG
SL Green Realty Corp.
-$1.3M
280,739
-10%
减持
CZR
Caesars Entertainment Inc
-$1.3M
167,959
-7%
增持
—
Valaris Ltd.
+$1.2M
256,484
+8%
减持
—
Willis Towers Watson Public Limited Company
-$1.2M
38,798
-6%
减持
MNTK
Montauk Renewables, Inc.
+$1.1M
773,156
-2%
减持
WCC
WESCO International, Inc.
-$1.1M
61,636
-3%
减持
GLW
Corning Inc
+$1.1M
560,631
-11%
减持
SYF
Synchrony Financial
-$1.1M
907,206
-11%
减持
WY
Weyerhaeuser Company
-$975.4K
33,836
-37%
减持
FCX
Freeport-McMoRan, Inc.
-$965.5K
1,276,942
-5%
减持
VECO
Veeco Instruments Inc.
+$959.6K
98,075
-5%
减持
MSFT
Microsoft Corporation
-$834.5K
39,641
-10%
减持
—
Himalaya Shipping Ltd
+$707.4K
563,461
-2%
减持
—
SANDSTORM GOLD LTD.
-$689.4K
267,043
-35%
减持
—
Diamond Offshore Drilling Inc
+$645.6K
705,542
-6%
减持
VICI
VICI Properties Inc
-$613.0K
184,961
-7%
减持
CME
CME Group Inc. Class A
-$570.0K
16,281
-7%
减持
—
Golden Ocean Group Ltd
+$545.6K
1,353,128
-3%
减持
AA
Alcoa Corporation
+$532.7K
542,604
-13%
增持
—
Transocean Ltd.
-$486.6K
1,362,272
+10%
增持
DAL
Delta Air Lines, Inc.
+$480.9K
519,217
+3%
减持
FWONK
Liberty Media Corp. Series C Liberty Formula One
+$449.6K
190,787
-6%
减持
MCHP
Microchip Technology Incorporated
-$442.1K
96,304
-7%
减持
—
Seagate Technology Holdings PLC
-$428.8K
120,412
-13%
减持
—
Liberty Media Corp. Series C Liberty SiriusXM
-$372.4K
31,237
-13%
减持
QCOM
QUALCOMM Incorporated
+$359.5K
75,127
-13%
减持
—
Liberty Media Corp. Series A Liberty SiriusXM
-$261.1K
22,399
-12%
减持
—
Liberty Latin America Ltd. Class C
+$164.4K
102,140
-13%
减持
—
Star Bulk Carriers Corp.
-$162.9K
258,664
-5%
减持
CVX
CHEVRON CORPORATION
-$143.2K
30,563
-2%
减持
VTS
Vitesse Energy, Inc.
-$137.1K
37,634
-13%
减持
—
Liberty Latin America Ltd. Class A
+$127.7K
76,043
-12%
减持
FWONA
Liberty Media Corp. Series A Liberty Formula One
+$121.8K
35,494
-3%
减持
LBRDK
Liberty Broadband Corp. Class C
-$113.4K
10,635
-13%
减持
RLX
RLX Technology, Inc. Sponsored ADR Class A
-$98.8K
838,179
-2%
减持
—
Liberty Media Corp. Series C Liberty Live
-$92.6K
8,602
-11%
减持
—
Cushman & Wakefield Plc
-$85.6K
296,504
-2%
减持
—
Liberty Media Corp. Series A Liberty Live
-$56.9K
5,956
-10%
减持
—
Diana Shipping Inc Warrant
+$52.7K
916,197
-6%
减持
MO
Altria Group, Inc.
+$16.8K
49,769
-4%
清仓
—
Yandex NV Class A
-$2
0
-100%
