Hosking Partners LLP
Net seller this quarter
$3.01B
98
-$235M
34.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $222M | 7.38% | 0.02% | -23.5% | Q3 2015 |
 GOOG | $151M | 5.03% | Not reported | -10.3% | Q3 2015 |
 C | $144M | 4.77% | 0.06% | -8.9% | Q3 2015 |
 IBKR | $92.4M | 3.07% | 0.41% | -11.2% | Q2 2023 |
 FCX | $85.5M | 2.84% | 0.09% | -5.7% | Q3 2016 |
 BRK.B | $75.2M | 2.50% | Not reported | -1.9% | Q3 2015 |
 GLW | $71.6M | 2.38% | 0.03% | -17.6% | Q3 2016 |
 AXP | $71.1M | 2.36% | 0.03% | -3.1% | Q3 2015 |
 BKNG | $66.6M | 2.21% | 0.05% | +14.1% | Q1 2018 |
 CBRE | $66.3M | 2.20% | 0.17% | +0.4% | Q3 2015 |
 AIG | $61.6M | 2.05% | 0.16% | -6.1% | Q3 2015 |
 AMZN | $58.2M | 1.94% | 0.00% | -35.6% | Q3 2015 |
 ELV | $58M | 1.93% | 0.07% | -1.6% | Q3 2015 |
 COST | $54.9M | 1.83% | 0.01% | -3.1% | Q3 2015 |
 SYF | $53.4M | 1.78% | 0.22% | -2.6% | Q3 2015 |
 MPC | $52.9M | 1.76% | 0.07% | -1.6% | Q4 2018 |
 BAC | $52.3M | 1.74% | 0.01% | -3.1% | Q3 2015 |
 STX | $52M | 1.73% | 0.02% | -24.5% | Q3 2015 |
 DHT | $51.5M | 1.71% | 1.94% | -11.2% | Q2 2018 |
 HCC | $51.5M | 1.71% | 1.20% | -3.4% | Q3 2018 |
 COF | $51.2M | 1.70% | 0.04% | -2.7% | Q3 2015 |
 DAL | $48.9M | 1.63% | 0.08% | -4.2% | Q3 2015 |
 INSW | $46.6M | 1.55% | 1.23% | -11.4% | Q4 2017 |
 AVGO | $43.7M | 1.45% | 0.00% | -3.3% | Q3 2017 |
 LYB | $43.2M | 1.44% | 0.25% | -5.0% | Q3 2016 |
 TDW | $40.6M | 1.35% | 1.23% | -8.0% | Q1 2023 |
 WFC | $39.5M | 1.31% | 0.02% | -2.4% | Q3 2015 |
 MS | $39.4M | 1.31% | 0.01% | -1.7% | Q3 2015 |
 NE | $37.3M | 1.24% | 0.63% | -4.9% | Q2 2022 |
 LRCX | $36.8M | 1.22% | 0.01% | -20.5% | Q2 2018 |
 CPNG | $34.6M | 1.15% | Not reported | +48.4% | Q2 2024 |
 MGM | $34M | 1.13% | 0.28% | -3.1% | Q3 2015 |
 STLD | $34M | 1.13% | 0.10% | -9.5% | Q4 2017 |
 JPM | $33.4M | 1.11% | 0.00% | -1.6% | Q3 2015 |
 GSM | $32.5M | 1.08% | 5.47% | -11.5% | Q3 2016 |
 LPX | $31.5M | 1.05% | 0.57% | +120.4% | Q3 2015 |
 TIGO | $31.1M | 1.03% | 0.20% | -2.6% | Q1 2025 |
 MCHP | $30.2M | 1.00% | 0.06% | +9.4% | Q2 2021 |
 BAP | $29.6M | 0.98% | 0.08% | -2.6% | Q4 2020 |
 BIO | $27.7M | 0.92% | 0.34% | +36.8% | Q3 2015 |
 RPRX | $27.4M | 0.91% | 0.13% | -2.0% | Q3 2025 |
 SDRL | $26.6M | 0.89% | 1.13% | -10.0% | Q2 2024 |
 COP | $26.6M | 0.89% | 0.02% | -2.8% | Q4 2018 |
 SCHW | $25.4M | 0.84% | 0.02% | -3.1% | Q3 2015 |
 JEF | $25.2M | 0.84% | 0.25% | -2.3% | Q2 2018 |
 HSHP | $24.4M | 0.81% | 3.88% | -2.6% | Q4 2023 |
 AA | $24M | 0.80% | 0.17% | -10.8% | Q4 2017 |
 CFG | $21M | 0.70% | 0.07% | -3.1% | Q3 2015 |
 CVE | $19.7M | 0.66% | 0.04% | -2.6% | Q4 2025 |
 GLNG | $19.3M | 0.64% | 0.38% | -2.6% | Q4 2016 |
| Q1 2026 | |||||
| GOOG | $137M | 4.91% | Not reported | -9.2% | Q3 2015 |
| C | $128M | 4.58% | 0.06% | -7.9% | Q3 2015 |
| MU | $84.9M | 3.04% | 0.02% | -34.1% | Q3 2015 |
| FCX | $84.7M | 3.03% | 0.10% | -8.9% | Q3 2016 |
| IBKR | $80.2M | 2.87% | 0.47% | -5.5% | Q2 2023 |
| AMZN | $79M | 2.83% | 0.00% | -10.5% | Q3 2015 |
| BRK.B | $73.4M | 2.63% | Not reported | -1.8% | Q3 2015 |
| LYB | $69.5M | 2.49% | 0.27% | +14.6% | Q3 2016 |
| CBRE | $66.4M | 2.38% | 0.17% | -12.6% | Q3 2015 |
| AIG | $66.2M | 2.37% | 0.17% | -11.2% | Q3 2015 |
| AXP | $65.6M | 2.35% | 0.03% | -4.4% | Q3 2015 |
| DHT | $64.2M | 2.30% | 2.18% | -2.3% | Q2 2018 |
| HCC | $61.2M | 2.19% | 1.24% | -1.6% | Q3 2018 |
| COST | $60.4M | 2.16% | 0.01% | -9.8% | Q3 2015 |
| TDW | $55.3M | 1.98% | 1.33% | +1.8% | Q1 2023 |
| BKNG | $55.2M | 1.98% | 0.04% | -0.6% | Q1 2018 |
| NE | $51.6M | 1.85% | 0.66% | -7.8% | Q2 2022 |
| MPC | $51.3M | 1.84% | 0.07% | +24.1% | Q4 2018 |
| INSW | $50.1M | 1.79% | 1.39% | 0.0% | Q4 2017 |
| SYF | $49.1M | 1.76% | 0.21% | -1.1% | Q3 2015 |
| COF | $47.9M | 1.71% | 0.04% | +9.1% | Q3 2015 |
| GSM | $47.6M | 1.71% | 6.19% | +3.1% | Q3 2016 |
| GLW | $46.3M | 1.66% | 0.04% | -24.5% | Q3 2016 |
| BAC | $46.2M | 1.65% | 0.01% | -16.9% | Q3 2015 |
| ELV | $44.6M | 1.60% | 0.07% | +5.5% | Q3 2015 |
| WFC | $39M | 1.40% | 0.02% | +4.1% | Q3 2015 |
| AVGO | $37M | 1.32% | 0.00% | -2.6% | Q3 2017 |
 OXY | $36.9M | 1.32% | 0.06% | -1.6% | Q2 2023 |
| DAL | $36.2M | 1.30% | 0.08% | +2.8% | Q3 2015 |
| SDRL | $35.6M | 1.28% | 1.25% | +9.6% | Q2 2024 |
| COP | $34.8M | 1.25% | 0.02% | -6.7% | Q4 2018 |
| AA | $34.3M | 1.23% | 0.20% | -3.2% | Q4 2017 |
| MS | $31.5M | 1.13% | 0.01% | 0.0% | Q3 2015 |
| JPM | $30.5M | 1.09% | 0.00% | -0.5% | Q3 2015 |
| STLD | $29.4M | 1.05% | 0.11% | 0.0% | Q4 2017 |
| STX | $28M | 1.00% | 0.03% | -27.3% | Q3 2015 |
 VAL | $27.8M | 0.99% | 0.41% | -5.5% | Q2 2022 |
| MGM | $27.2M | 0.97% | 0.29% | +0.6% | Q3 2015 |
| SCHW | $26.7M | 0.96% | 0.02% | +3.7% | Q3 2015 |
| BAP | $26.5M | 0.95% | 0.08% | -0.9% | Q4 2020 |
| TIGO | $26.3M | 0.94% | 0.21% | -0.9% | Q1 2025 |
| CPNG | $25.3M | 0.91% | Not reported | +64.7% | Q2 2024 |
| HSHP | $25M | 0.89% | 4.03% | -0.9% | Q4 2023 |
| RPRX | $23.9M | 0.86% | 0.13% | +52.8% | Q3 2025 |
| LRCX | $22.9M | 0.82% | 0.01% | -22.8% | Q2 2018 |
| CVE | $21.6M | 0.78% | 0.04% | -12.2% | Q4 2025 |
| GLNG | $21.5M | 0.77% | 0.39% | -0.9% | Q4 2016 |
| JEF | $21.3M | 0.76% | 0.25% | +6.0% | Q2 2018 |
| MCHP | $19.6M | 0.70% | 0.06% | +26.0% | Q2 2021 |
| BIO | $19.2M | 0.69% | 0.25% | +27.9% | Q3 2015 |
| Q4 2025 | |||||
| GOOG | $165M | 5.60% | Not reported | +1.8% | Q3 2015 |
| C | $143M | 4.85% | 0.07% | +1.9% | Q3 2015 |
| MU | $109M | 3.70% | 0.03% | -38.7% | Q3 2015 |
| AMZN | $97.9M | 3.32% | 0.00% | 0.0% | Q3 2015 |
| CBRE | $90.2M | 3.06% | 0.19% | -0.5% | Q3 2015 |
| AIG | $84.7M | 2.88% | 0.18% | -11.8% | Q3 2015 |
| AXP | $84M | 2.85% | 0.03% | -6.2% | Q3 2015 |
| IBKR | $81.3M | 2.76% | 0.49% | +6.1% | Q2 2023 |
| FCX | $80.3M | 2.73% | 0.11% | +3.6% | Q3 2016 |
| BRK.B | $78.5M | 2.67% | Not reported | +6.8% | Q3 2015 |
| BKNG | $70.6M | 2.40% | 0.04% | -0.3% | Q1 2018 |
| BAC | $62.7M | 2.13% | 0.02% | -4.5% | Q3 2015 |
| SYF | $60.9M | 2.07% | 0.21% | -4.8% | Q3 2015 |
| HCC | $58.9M | 2.00% | 1.27% | +2.9% | Q3 2018 |
| COF | $58.3M | 1.98% | 0.04% | -9.0% | Q3 2015 |
| COST | $57.9M | 1.97% | 0.02% | -6.0% | Q3 2015 |
 CX | $55.1M | 1.87% | 0.03% | -1.3% | Q3 2015 |
| GSM | $52M | 1.77% | 6.00% | +3.1% | Q3 2016 |
| ELV | $50.7M | 1.72% | 0.07% | +1.5% | Q3 2015 |
| WFC | $43.9M | 1.49% | 0.02% | -21.0% | Q3 2015 |
| DHT | $43.9M | 1.49% | 2.23% | -0.4% | Q2 2018 |
| AVGO | $42.5M | 1.44% | 0.00% | +5.1% | Q3 2017 |
| GLW | $39.4M | 1.34% | 0.05% | +1.2% | Q3 2016 |
| DAL | $36.8M | 1.25% | 0.08% | +2.7% | Q3 2015 |
 RYAAY | $35M | 1.19% | 0.05% | -1.7% | Q3 2015 |
| MS | $34M | 1.15% | 0.01% | -0.3% | Q3 2015 |
| JPM | $33.6M | 1.14% | 0.00% | -13.0% | Q3 2015 |
| INSW | $33.4M | 1.13% | 1.39% | -0.3% | Q4 2017 |
| TDW | $32.9M | 1.12% | 1.31% | +11.3% | Q1 2023 |
| LYB | $32.6M | 1.11% | 0.23% | +26.4% | Q3 2016 |
| NE | $32.2M | 1.09% | 0.72% | +10.0% | Q2 2022 |
| JEF | $30.1M | 1.02% | 0.24% | -0.4% | Q2 2018 |
| AA | $28.4M | 0.96% | 0.20% | -0.5% | Q4 2017 |
| STLD | $27.7M | 0.94% | 0.11% | -0.3% | Q4 2017 |
| MPC | $27.5M | 0.94% | 0.06% | -0.3% | Q4 2018 |
| SCHW | $27.3M | 0.93% | 0.02% | -0.5% | Q3 2015 |
| STX | $27M | 0.92% | 0.05% | -10.2% | Q3 2015 |
| MGM | $26.6M | 0.90% | 0.28% | -0.5% | Q3 2015 |
| COP | $26.4M | 0.90% | 0.02% | -0.5% | Q4 2018 |
| SDRL | $24.7M | 0.84% | 1.14% | +14.6% | Q2 2024 |
| OXY | $23.7M | 0.81% | 0.06% | +4.9% | Q2 2023 |
| LRCX | $23.7M | 0.81% | 0.01% | -13.5% | Q2 2018 |
| BAP | $22.6M | 0.77% | 0.08% | -1.2% | Q4 2020 |
| TIGO | $19.7M | 0.67% | 0.21% | -6.0% | Q1 2025 |
 AAL | $19.3M | 0.66% | 0.19% | -0.5% | Q3 2015 |
| CPNG | $19.2M | 0.65% | Not reported | -2.2% | Q2 2024 |
 TRUP | $17.4M | 0.59% | 1.07% | +8.1% | Q2 2024 |
| HSHP | $17.2M | 0.59% | 4.06% | -1.2% | Q4 2023 |
| CFG | $16.7M | 0.57% | 0.07% | -0.5% | Q3 2015 |
| BIO | $16.4M | 0.56% | 0.20% | -0.3% | Q3 2015 |
| Q3 2025 | |||||
| GOOG | $126M | 4.55% | Not reported | -1.1% | Q3 2015 |
| C | $122M | 4.41% | 0.07% | -1.8% | Q3 2015 |
| MU | $104M | 3.77% | 0.06% | -11.0% | Q3 2015 |
| AMZN | $93.1M | 3.37% | 0.00% | -0.1% | Q3 2015 |
| CBRE | $88.8M | 3.21% | 0.19% | +1.7% | Q3 2015 |
| AIG | $88.2M | 3.19% | 0.21% | -1.3% | Q3 2015 |
| IBKR | $82M | 2.97% | 0.47% | +1.9% | Q2 2023 |
| AXP | $80.4M | 2.91% | 0.04% | -1.8% | Q3 2015 |
| BRK.B | $73.5M | 2.66% | Not reported | +0.1% | Q3 2015 |
| BKNG | $71.4M | 2.58% | 0.04% | -0.6% | Q1 2018 |
| COST | $66.1M | 2.39% | 0.02% | -1.6% | Q3 2015 |
| BAC | $61.6M | 2.23% | 0.02% | -1.8% | Q3 2015 |
| FCX | $59.9M | 2.17% | 0.11% | +8.7% | Q3 2016 |
| COF | $56.2M | 2.03% | 0.04% | -2.7% | Q3 2015 |
| SYF | $54.4M | 1.97% | 0.21% | -1.2% | Q3 2015 |
| WFC | $50M | 1.81% | 0.02% | -10.4% | Q3 2015 |
| GSM | $49.5M | 1.79% | 5.83% | +0.9% | Q3 2016 |
| ELV | $46M | 1.66% | 0.06% | +84.7% | Q3 2015 |
| CX | $43.6M | 1.58% | 0.03% | -2.3% | Q3 2015 |
| DHT | $43.1M | 1.56% | 2.25% | -0.4% | Q2 2018 |
| HCC | $41.3M | 1.49% | 1.23% | +2.1% | Q3 2018 |
| AVGO | $38.5M | 1.39% | 0.00% | -0.1% | Q3 2017 |
| JPM | $37.7M | 1.37% | 0.00% | +0.3% | Q3 2015 |
| GLW | $36.5M | 1.32% | 0.05% | -1.3% | Q3 2016 |
| MPC | $32.7M | 1.18% | 0.06% | +0.1% | Q4 2018 |
| JEF | $31.9M | 1.16% | 0.24% | -0.7% | Q2 2018 |
| INSW | $31.8M | 1.15% | 1.40% | 0.0% | Q4 2017 |
| TDW | $31.2M | 1.13% | 1.18% | +0.7% | Q1 2023 |
| MS | $30.5M | 1.10% | 0.01% | +0.1% | Q3 2015 |
| RYAAY | $29.7M | 1.07% | 0.05% | -2.5% | Q3 2015 |
| NE | $29.3M | 1.06% | 0.65% | +0.6% | Q2 2022 |
| DAL | $29.3M | 1.06% | 0.08% | -1.5% | Q3 2015 |
| LYB | $29.2M | 1.06% | 0.19% | +33.3% | Q3 2016 |
| COP | $26.8M | 0.97% | 0.02% | -1.4% | Q4 2018 |
| CPNG | $26.8M | 0.97% | Not reported | -4.6% | Q2 2024 |
| SCHW | $26.3M | 0.95% | 0.02% | -1.8% | Q3 2015 |
| OXY | $26M | 0.94% | 0.06% | -0.8% | Q2 2023 |
| STX | $25.8M | 0.93% | 0.05% | -1.8% | Q3 2015 |
| MGM | $25.4M | 0.92% | 0.27% | -1.8% | Q3 2015 |
| STLD | $22.9M | 0.83% | 0.11% | 0.0% | Q4 2017 |
| LRCX | $21.4M | 0.78% | 0.01% | -0.1% | Q2 2018 |
| BAP | $21.2M | 0.77% | 0.08% | -2.8% | Q4 2020 |
| LPX | $20.1M | 0.73% | 0.32% | -1.9% | Q3 2015 |
| SDRL | $18.8M | 0.68% | 1.00% | +0.2% | Q2 2024 |
| TRUP | $18.7M | 0.67% | 1.00% | +4.9% | Q2 2024 |
| TIGO | $18.3M | 0.66% | 0.22% | -27.3% | Q1 2025 |
| AA | $17.7M | 0.64% | 0.21% | -1.8% | Q4 2017 |
 KR | $16.4M | 0.59% | 0.04% | -1.8% | Q3 2015 |
| GLNG | $16.4M | 0.59% | 0.39% | -2.8% | Q4 2016 |
 UNP | $16.3M | 0.59% | 0.01% | -1.8% | Q2 2016 |