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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 115 项
建仓 6
增持 9
减持 98
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AVGO
Broadcom Inc.
-$33.7M
117,716
-49%
减持
JEF
Jefferies Financial Group Inc.
-$20.9M
623,813
-10%
减持
AXP
American Express Company
-$19.7M
251,323
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。
-15%
减持
GOOG
Alphabet Inc. Class C
-$19.0M
528,452
-1%
清仓
NVDA
NVIDIA Corporation
-$17.7M
0
-100%
建仓
—
Millicom International Cellular
+$16.1M
531,208
减持
AIG
American International Group, Inc.
+$15.5M
1,155,515
-1%
减持
AMZN
Amazon.com, Inc.
-$14.2M
432,089
-2%
减持
BKNG
Booking Holdings Inc.
-$13.9M
13,468
-12%
减持
OXY
Occidental Petroleum Corporation
-$12.5M
523,911
-33%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$10.9M
145,281
-1%
清仓
—
Arch Resources INC
-$10.8M
0
-100%
减持
SYF
Synchrony Financial
-$10.0M
787,244
-1%
减持
AAL
American Airlines Group Inc.
-$9.3M
1,314,190
-1%
建仓
CNR
Core Natural Resources Inc
+$8.5M
109,963
减持
TSM
Taiwan Semiconductor Manufacturing Co., Ltd. Spons
-$8.3M
250,911
-1%
建仓
KOF
Coca-Cola FEMSA SAB de CV Sponsored ADR Class L
+$7.9M
86,738
减持
—
Noble Corporation PLC Class A
-$7.8M
980,638
-1%
增持
FCX
Freeport-McMoRan, Inc.
+$6.9M
1,490,328
+15%
减持
MGM
MGM Resorts International
-$6.9M
761,532
-10%
减持
BTU
Peabody Energy Corporation
-$6.5M
844,063
-1%
增持
MCHP
Microchip Technology Incorporated
+$6.5M
227,843
+187%
增持
—
Seadrill Ltd
-$6.2M
566,610
+8%
减持
DAL
Delta Air Lines, Inc.
-$6.2M
354,474
-1%
建仓
ARLO
Arlo Technologies, Inc.
+$6.1M
619,827
减持
JPM
JPMorgan Chase & Co.
-$5.7M
142,332
-16%
减持
MS
Morgan Stanley
-$5.6M
193,238
-14%
减持
—
Valaris Ltd.
-$5.4M
248,186
-27%
建仓
KWR
Quaker Houghton
+$5.3M
42,899
增持
—
Ferroglobe PLC
+$5.2M
10,633,729
+18%
减持
AMAT
Applied Materials, Inc.
-$4.9M
53,563
-31%
减持
ELV
Elevance Health, Inc.
+$4.9M
77,551
-1%
减持
BIO
Bio-Rad Laboratories, Inc. Class A
-$4.8M
54,491
-1%
增持
TDW
Tidewater Inc
+$4.8M
394,257
+81%
增持
TRUP
Trupanion Inc
+$4.6M
397,656
+87%
减持
PYPL
PayPal Holdings, Inc.
-$4.4M
208,008
-1%
减持
BAC
Bank of America Corp
-$4.3M
1,642,242
-1%
减持
AA
Alcoa Corporation
-$4.3M
557,386
-1%
减持
—
DHT Holdings, Inc.
+$4.1M
3,659,605
-1%
减持
COF
Capital One Financial Corp
-$4.1M
284,909
-8%
减持
PM
Philip Morris International Inc.
+$3.7M
100,938
-2%
减持
HCC
Warrior Met Coal, Inc.
-$3.6M
520,241
-1%
减持
IBKR
Interactive Brokers Group, Inc. Class A
-$3.6M
282,250
-1%
增持
AMR
Alpha Metallurgical Resources, Inc.
-$3.5M
60,014
+9%
减持
LPX
Louisiana-Pacific Corporation
-$3.4M
268,604
-1%
建仓
NU
Nu Holdings Ltd. Class A
+$3.2M
314,942
减持
SLG
SL Green Realty Corp.
-$2.7M
250,725
-1%
减持
—
Scorpio Tankers Inc.
-$2.5M
198,336
-1%
减持
MBI
MBIA Inc.
-$2.4M
1,581,395
-1%
减持
TPL
Texas Pacific Land Corporation
+$2.3M
10,949
-1%
减持
—
International Seaways, Inc.
-$2.3M
748,729
-1%
减持
MPC
Marathon Petroleum Corporation
-$2.1M
204,569
-10%
减持
LSAK
Lesaka Technologies, Inc.
-$2.0M
2,784,169
-1%
减持
—
Golar LNG Limited
-$2.0M
427,072
-1%
增持
RLX
RLX Technology, Inc. Sponsored ADR Class A
+$1.8M
2,093,781
+113%
减持
—
LyondellBasell Industries NV
-$1.8M
401,520
-1%
减持
COST
Costco Wholesale Corporation
+$1.7M
80,326
-1%
减持
STLD
Steel Dynamics, Inc.
+$1.6M
165,143
-1%
减持
PNC
PNC Financial Services Group, Inc.
-$1.6M
84,440
-1%
减持
KR
Kroger Co.
+$1.5M
253,111
-1%
减持
COP
ConocoPhillips
-$1.5M
292,398
-10%
减持
MU
Micron Technology, Inc.
+$1.5M
712,670
-1%
减持
SCHW
Charles Schwab Corp
+$1.5M
409,060
-1%
减持
MNTK
Montauk Renewables, Inc.
-$1.5M
761,336
-1%
减持
DIS
Walt Disney Company
-$1.5M
107,145
-1%
减持
EPAM
EPAM Systems, Inc.
-$1.4M
20,844
-1%
减持
THO
Thor Industries, Inc.
-$1.4M
65,375
-1%
减持
VIPS
Vipshop Holdings Ltd Sponsored ADR
+$1.2M
593,369
-1%
减持
CZR
Caesars Entertainment Inc
-$1.2M
140,704
-1%
减持
—
Golden Ocean Group Ltd
-$1.2M
1,132,642
-1%
减持
CRESY
Cresud SA Sponsored ADR
-$1.1M
657,034
-1%
减持
V
Visa Inc. Class A
+$1.0M
32,234
-1%
减持
GLW
Corning Inc
-$1.0M
458,258
-1%
减持
CBRE
CBRE Group, Inc. Class A
-$990.2K
563,976
-1%
减持
CFG
Citizens Financial Group, Inc.
-$959.4K
299,137
-1%
减持
FCFS
FirstCash Holdings, Inc.
+$918.2K
58,353
-1%
减持
—
Diana Shipping Inc.
-$841.7K
2,010,173
-1%
减持
HEPS
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
-$830.0K
3,880,285
-1%
减持
CVX
Chevron Corporation
+$819.4K
38,843
-1%
减持
—
Cushman & Wakefield Plc
-$739.6K
248,150
-1%
减持
WFC
Wells Fargo & Company
+$731.2K
774,258
-1%
减持
LOMA
Loma Negra Cia Industrial Arge
-$730.9K
684,769
-1%
减持
—
Willis Towers Watson Public Limited Company
+$710.3K
32,512
-1%
减持
C
Citigroup Inc.
-$670.5K
1,220,309
-2%
减持
L
Loews Corporation
+$610.0K
95,098
-1%
减持
BN
Brookfield Corporation
-$608.0K
100,081
-2%
减持
VECO
Veeco Instruments Inc.
-$557.2K
79,786
-1%
减持
MAS
Masco Corporation
-$531.1K
144,994
-1%
减持
—
Exxon Mobil Corporation
+$521.3K
50,267
-1%
减持
CTVA
Corteva Inc
+$498.0K
91,790
-1%
减持
VICI
VICI Properties Inc
+$486.0K
154,743
-1%
减持
—
CRH Plc
-$454.6K
83,423
-1%
减持
CX
Cemex SAB de CV Sponsored ADR
-$431.5K
5,081,167
-1%
减持
UNP
Union Pacific Corporation
+$430.1K
71,395
-1%
增持
—
Transocean Ltd.
+$419.6K
2,150,664
+26%
减持
PBT
Permian Basin Royalty Trust
-$385.5K
304,966
-1%
减持
—
TopBuild Corp.
-$335.0K
36,098
-1%
减持
FWONK
Liberty Media Corp. Series C Liberty Formula One
-$324.3K
92,366
-1%
减持
—
Copa Holdings, S.A. Class A
+$258.9K
69,821
-1%
减持
—
Himalaya Shipping Ltd
+$255.6K
446,243
-1%
减持
CPNG
Coupang Inc
-$250.0K
916,947
-1%
减持
—
Seagate Technology Holdings PLC
-$247.7K
113,425
-1%
减持
QCOM
QUALCOMM Incorporated
-$104.6K
70,771
-1%
减持
LBRDK
Liberty Broadband Corp. Class C
+$95.9K
10,029
-1%
减持
—
Credicorp Ltd.
+$89.5K
83,937
-1%
减持
WY
Weyerhaeuser Company
+$43.3K
48,548
-1%
减持
LRCX
Lam Research Corporation
-$33.8K
161,616
-1%
减持
CNC
Centene Corporation
-$29.2K
67,605
-1%
减持
VTS
Vitesse Energy, Inc.
-$23.1K
35,435
-1%
减持
SIRI
Liberty Sirius Xm Holdings Inc
-$20.2K
42,284
-1%
减持
—
Liberty Latin America Ltd. Class C
-$18.5K
96,293
-1%
减持
FWONA
Liberty Media Corp. Series A Liberty Formula One
-$16.3K
4,690
-1%
减持
—
Liberty Latin America Ltd. Class A
-$6.6K
71,694
-1%
减持
—
Liberty Media Corp. Series C Liberty Live
-$5.1K
8,161
-1%
减持
—
Liberty Media Corp. Series A Liberty Live
-$260
5,686
-1%
