Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hosking Partners LLP (CIK 1650135) reported $3.01B across 98 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($222.1M, 7.38%), GOOG ($151.4M, 5.03%), C ($143.6M, 4.77%), IBKR ($92.4M, 3.07%), FCX ($85.5M, 2.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | $222.1M | 7.38% | 192,446 | Trimmed |
| 2 | GOOG | Alphabet Inc. Class C | $151.4M | 5.03% | 428,454 | Trimmed |
| 3 | C | Citigroup Inc. | $143.6M | 4.77% | 1.0M | Trimmed |
| 4 | IBKR | Interactive Brokers Group, Inc. Class A | $92.4M | 3.07% | 1.1M | Trimmed |
| 5 | FCX | Freeport-McMoRan, Inc. | $85.5M | 2.84% | 1.4M | Trimmed |
| 6 | BRK/B | Berkshire Hathaway Inc. Class B | $75.2M | 2.50% | 150,263 | Trimmed |
| 7 | GLW | Corning Inc | $71.6M | 2.38% | 280,442 | Trimmed |
| 8 | AXP | American Express Company | $71.1M | 2.36% | 210,141 | Trimmed |
| 9 | BKNG | Booking Holdings Inc. | $66.6M | 2.21% | 373,795 | Added |
| 10 | CBRE | CBRE Group, Inc. Class A | $66.3M | 2.20% | 492,329 | Added |
| 11 | AIG | American International Group, Inc. | $61.6M | 2.05% | 826,142 | Trimmed |
| 12 | AMZN | Amazon.com, Inc. | $58.2M | 1.94% | 244,346 | Trimmed |
| 13 | ELV | Elevance Health, Inc. | $58.0M | 1.93% | 150,011 | Trimmed |
| 14 | COST | Costco Wholesale Corporation | $54.9M | 1.83% | 58,728 | Trimmed |
| 15 | SYF | Synchrony Financial | $53.4M | 1.78% | 702,325 | Trimmed |
| 16 | MPC | Marathon Petroleum Corporation | $52.9M | 1.76% | 206,846 | Trimmed |
| 17 | BAC | Bank of America Corp | $52.3M | 1.74% | 918,075 | Trimmed |
| 18 | STX | Seagate Technology Holdings PLC | $52.0M | 1.73% | 53,855 | Trimmed |
| 19 | DHT | DHT Holdings, Inc. | $51.5M | 1.71% | 3.1M | Trimmed |
| 20 | HCC | Warrior Met Coal, Inc. | $51.5M | 1.71% | 634,480 | Trimmed |
| 21 | COF | Capital One Financial Corp | $51.2M | 1.70% | 255,208 | Trimmed |
| 22 | DAL | Delta Air Lines, Inc. | $48.9M | 1.63% | 522,169 | Trimmed |
| 23 | INSW | International Seaways, Inc. | $46.6M | 1.55% | 608,569 | Trimmed |
| 24 | AVGO | Broadcom Inc. | $43.7M | 1.45% | 115,572 | Trimmed |
| 25 | LYB | LyondellBasell Industries NV | $43.2M | 1.44% | 820,140 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30