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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 114 项
建仓 3
增持 30
减持 63
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
CX
Cemex SAB de CV Sponsored ADR
-$55.1M
0
-100%
增持
—
LyondellBasell Industries NV
+$36.9M
863,114
+15%
清仓
RYAAY
Ryanair Holdings Plc Sponsored ADR
-$35.0M
0
-100%
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
GOOG
Alphabet Inc. Class C
-$28.0M
477,461
-9%
减持
MU
Micron Technology, Inc.
-$24.0M
251,391
-34%
增持
MPC
Marathon Petroleum Corporation
+$23.8M
210,273
+24%
减持
CBRE
CBRE Group, Inc. Class A
-$23.7M
490,482
-13%
增持
TDW
Tidewater Inc
+$22.5M
662,422
+2%
减持
—
DHT Holdings, Inc.
+$20.3M
3,511,617
-2%
减持
—
Noble Corporation PLC Class A
+$19.4M
1,051,899
-8%
减持
AMZN
Amazon.com, Inc.
-$18.8M
379,537
-10%
减持
AIG
American International Group, Inc.
-$18.5M
879,777
-11%
减持
AXP
American Express Company
-$18.4M
216,914
-4%
减持
—
International Seaways, Inc.
+$16.7M
686,852
-0%
减持
BAC
Bank of America Corp
-$16.5M
947,721
-17%
减持
BKNG
Booking Holdings Inc.
-$15.4M
13,108
-1%
减持
C
Citigroup Inc.
-$14.9M
1,126,749
-8%
清仓
SLG
SL Green Realty Corp.
-$13.3M
0
-100%
减持
OXY
Occidental Petroleum Corporation
+$13.2M
568,394
-2%
减持
—
Valaris Ltd.
+$12.7M
283,209
-5%
减持
SYF
Synchrony Financial
-$11.8M
721,195
-1%
增持
—
Royalty Pharma Plc Class A
+$11.3M
498,037
+53%
增持
—
Seadrill Ltd
+$10.9M
782,944
+10%
增持
COF
Capital One Financial Corp
-$10.4M
262,312
+9%
建仓
VLO
Valero Energy Corporation
+$10.1M
40,732
清仓
VIPS
Vipshop Holdings Ltd Sponsored ADR
-$9.9M
0
-100%
减持
TRUP
Trupanion Inc
-$9.7M
303,006
-35%
减持
AAL
American Airlines Group Inc.
-$9.5M
908,643
-28%
建仓
PSX
Phillips 66
+$9.4M
51,582
清仓
HEPS
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponso
-$9.0M
0
-100%
清仓
VICI
VICI Properties Inc
-$9.0M
0
-100%
增持
JEF
Jefferies Financial Group Inc.
-$8.9M
515,654
+6%
减持
COP
ConocoPhillips
+$8.4M
263,566
-7%
清仓
LOMA
Loma Negra Cia Industrial Arge
-$8.3M
0
-100%
清仓
CRESY
Cresud SA Sponsored ADR
-$7.8M
0
-100%
减持
—
Himalaya Shipping Ltd
+$7.7M
1,878,074
-1%
清仓
KOF
Coca-Cola FEMSA SAB de CV Sponsored ADR Class L
-$7.7M
0
-100%
清仓
TSM
Taiwan Semiconductor Manufacturing Co., Ltd. Spons
-$7.6M
0
-100%
增持
ARLO
Arlo Technologies, Inc.
+$7.5M
1,159,781
+80%
减持
GLW
Corning Inc
+$6.8M
340,197
-24%
减持
—
Millicom International Cellular
+$6.7M
351,482
-1%
减持
—
Golar LNG Limited
+$6.6M
397,031
-1%
增持
CPNG
Coupang Inc
+$6.1M
1,342,411
+65%
增持
ELV
Elevance Health, Inc.
-$6.0M
152,440
+5%
减持
TPL
Texas Pacific Land Corporation
+$5.9M
35,203
-6%
减持
CVE
CENOVUS ENERGY INC.
+$5.9M
816,045
-12%
减持
AA
Alcoa Corporation
+$5.9M
516,880
-3%
清仓
VIST
Vista Energy Sab DE CV Sponsored ADR Class A
-$5.5M
0
-100%
减持
AVGO
Broadcom Inc.
-$5.5M
119,457
-3%
清仓
BN
Brookfield Corporation
-$5.1M
0
-100%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$5.0M
153,226
-2%
增持
WFC
Wells Fargo & Company
-$4.9M
489,956
+4%
清仓
RLX
RLX Technology, Inc. Sponsored ADR Class A
-$4.6M
0
-100%
增持
—
Ferroglobe PLC
-$4.4M
11,561,188
+3%
减持
FCX
Freeport-McMoRan, Inc.
+$4.3M
1,440,402
-9%
增持
MCHP
Microchip Technology Incorporated
+$4.2M
302,617
+26%
增持
—
Transocean Ltd.
+$4.1M
1,322,948
+17%
减持
V
Visa Inc. Class A
-$4.1M
22,324
-28%
减持
—
Credicorp Ltd.
+$3.9M
78,015
-1%
减持
—
Scorpio Tankers Inc.
+$3.4M
173,704
-8%
减持
JPM
JPMorgan Chase & Co.
-$3.1M
103,645
-0%
增持
BIO
Bio-Rad Laboratories, Inc. Class A
+$2.9M
69,009
+28%
建仓
WSO
Watsco , Inc.
+$2.6M
7,092
减持
COST
Costco Wholesale Corporation
+$2.5M
60,575
-10%
增持
MS
Morgan Stanley
-$2.5M
191,517
+0%
减持
AMAT
Applied Materials, Inc.
-$2.5M
31,402
-39%
减持
—
TopBuild Corp.
-$2.4M
35,784
-0%
减持
KR
Kroger Co.
+$2.4M
242,001
-0%
减持
HCC
Warrior Met Coal, Inc.
+$2.3M
656,822
-2%
减持
FWONK
Liberty Media Corp. Series C Liberty Formula One
-$2.3M
79,338
-13%
增持
PYPL
PayPal Holdings, Inc.
-$2.2M
208,426
+5%
减持
NU
Nu Holdings Ltd. Class A
-$2.2M
884,247
-1%
减持
CVX
Chevron Corporation
+$2.1M
38,492
-0%
增持
CFG
Citizens Financial Group, Inc.
+$1.8M
309,493
+8%
减持
STLD
Steel Dynamics, Inc.
+$1.7M
163,539
-0%
增持
MBI
MBIA Inc.
-$1.7M
1,584,913
+2%
减持
—
CRH Plc
-$1.6M
82,730
-0%
减持
KWR
Quaker Houghton
-$1.5M
114,669
-0%
减持
LPX
Louisiana-Pacific Corporation
-$1.5M
181,436
-0%
减持
PM
Philip Morris International Inc.
-$1.4M
44,800
-19%
减持
CTVA
Corteva Inc
+$1.3M
86,494
-2%
减持
FCFS
FirstCash Holdings, Inc.
-$1.3M
40,406
-28%
减持
—
Diana Shipping Inc.
+$1.3M
1,794,406
-7%
增持
DIS
Walt Disney Company
+$1.2M
133,805
+30%
减持
IBKR
Interactive Brokers Group, Inc. Class A
-$1.1M
1,195,287
-5%
增持
LSAK
Lesaka Technologies, Inc.
+$1.1M
2,772,662
+1%
减持
CNR
Core Natural Resources Inc
+$1.0M
68,757
-1%
减持
—
Seagate Technology Holdings PLC
+$920.4K
71,346
-27%
减持
LRCX
Lam Research Corporation
-$851.0K
106,970
-23%
减持
UNP
Union Pacific Corporation
-$720.9K
62,286
-9%
清仓
—
Liberty Latin America Ltd. Class C
-$696.3K
0
-100%
减持
BTU
Peabody Energy Corporation
-$685.6K
82,738
-28%
增持
SCHW
Charles Schwab Corp
-$661.5K
283,913
+4%
清仓
VTS
Vitesse Energy, Inc.
-$660.8K
0
-100%
清仓
KT
KT Corporation Sponsored ADR
-$633.3K
0
-100%
增持
QCOM
QUALCOMM Incorporated
-$607.1K
85,404
+26%
增持
L
Loews Corporation
+$576.1K
95,354
+5%
增持
DAL
Delta Air Lines, Inc.
-$546.7K
544,952
+3%
增持
MGM
MGM Resorts International
+$529.3K
733,862
+1%
减持
—
Copa Holdings, S.A. Class A
-$522.2K
64,878
-1%
清仓
—
Liberty Latin America Ltd. Class A
-$513.7K
0
-100%
增持
EPAM
EPAM Systems, Inc.
-$467.5K
26,824
+34%
增持
MAS
Masco Corporation
-$437.6K
144,503
+0%
增持
CZR
Caesars Entertainment Inc
+$426.4K
139,567
+0%
清仓
FWONA
Liberty Media Corp. Series A Liberty Formula One
-$406.8K
0
-100%
减持
FNKO
Funko, Inc. Class A
-$357.9K
1,404,214
-0%
减持
AMR
Alpha Metallurgical Resources, Inc.
+$319.9K
78,789
-1%
增持
MNTK
Montauk Renewables, Inc.
-$205.3K
396,932
+0%
减持
PBT
Permian Basin Royalty Trust
+$145.2K
280,292
-19%
减持
SIRI
Liberty Sirius Xm Holdings Inc
-$134.7K
29,492
-28%
减持
LBRDK
Liberty Broadband Corp. Class C
-$119.7K
6,952
-28%
减持
LLYVK
Liberty Live Holdings Inc C
-$119.0K
5,711
-28%
减持
LLYVA
Liberty Live Holdings Inc A
-$83.8K
3,981
-28%
减持
—
Diana Shipping Inc Warrant
+$36.3K
321,677
-23%
