Arkolith/Funds/Hosking Partners LLP

Hosking Partners LLP

CIK 1650135
Holdings as of Mar 31, 2026·disclosed Apr 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Hosking Partners LLP holds a diversified book of 99 stocks worth $2.8B as of Q1 2026 (disclosed Apr 21, 2026, a ~45-day 13F lag). This quarter they opened Valero Energy Corp and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 5% of the equity book.

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Use Arkolith to show Hosking Partners LLP's latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
30
existing
Trimmed
63
reduced
Sold out
18
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
31%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
30%
Industrials
15%
Energy
15%
Materials
12%
Information Technology
11%
Consumer Discretionary
8%
Health Care
3%
Real Estate
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

99 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc. Class C
Common Stocks
$137.0M477.5K
4.9%
▼−9.2%
Reduced · −48K sh
2Citigroup Inc.
Common Stocks
$127.8M1.13M
4.6%
▼−7.8%
Reduced · −96K sh
3Micron Technology, Inc.
Common Stocks
$84.9M251.4K
3.0%
▼−34%
Reduced · −130K sh
4Freeport-McMoRan, Inc.
Common Stocks
$84.7M1.44M
3.0%
▼−8.9%
Reduced · −141K sh
5Interactive Brokers Group, Inc. Class A
Common Stocks
$80.2M1.20M
2.9%
▼−5.5%
Reduced · −69K sh
6Amazon.com, Inc.
Common Stocks
$79.0M379.5K
2.8%
▼−10%
Reduced · −44K sh
7Berkshire Hathaway Inc. Class B
Common Stocks
$73.4M153.2K
2.6%
▼−1.8%
Reduced · −3K sh
8LyondellBasell Industries NV
Common Stocks
$69.5M863.1K
2.5%
▲+15%
Added · +110K sh
9CBRE Group, Inc. Class A
Common Stocks
$66.4M490.5K
2.4%
▼−13%
Reduced · −70K sh
10American International Group, Inc.
Common Stocks
$66.2M879.8K
2.4%
▼−11%
Reduced · −110K sh
11American Express Company
Common Stocks
$65.6M216.9K
2.3%
▼−4.4%
Reduced · −10K sh
12DHT Holdings, Inc.
Common Stocks
$64.2M3.51M
2.3%
▼−2.3%
Reduced · −81K sh
13Warrior Met Coal, Inc.
Common Stocks
$61.2M656.8K
2.2%
▼−1.6%
Reduced · −11K sh
14Costco Wholesale Corporation
Common Stocks
$60.4M60.6K
2.2%
▼−9.7%
Reduced · −7K sh
15Tidewater Inc
Common Stocks
$55.3M662.4K
2.0%
▲+1.8%
Added · +12K sh
16Booking Holdings Inc.
Common Stocks
$55.2M13.1K
2.0%
▼−0.6%
Reduced · −82 sh
17Noble Corporation PLC Class A
Common Stocks
$51.6M1.05M
1.8%
▼−7.8%
Reduced · −88K sh
18Marathon Petroleum Corporation
Common Stocks
$51.3M210.3K
1.8%
▲+24%
Added · +41K sh
19International Seaways, Inc.
Common Stocks
$50.1M686.9K
1.8%
▼~0%
Reduced · −103 sh
20Synchrony Financial
Common Stocks
$49.1M721.2K
1.8%
▼−1.1%
Reduced · −8K sh
21Capital One Financial Corp
Common Stocks
$47.9M262.3K
1.7%
▲+9.1%
Added · +22K sh
22Ferroglobe PLC
Common Stocks
$47.6M11.56M
1.7%
▲+3.1%
Added · +346K sh
23Corning Inc
Common Stocks
$46.3M340.2K
1.7%
▼−24%
Reduced · −110K sh
24Bank of America Corp
Common Stocks
$46.2M947.7K
1.7%
▼−17%
Reduced · −193K sh
25Elevance Health, Inc.
Common Stocks
$44.6M152.4K
1.6%
▲+5.5%
Added · +8K sh
26Wells Fargo & Company
Common Stocks
$39.0M490.0K
1.4%
▲+4.0%
Added · +19K sh
27Broadcom Inc.
Common Stocks
$37.0M119.5K
1.3%
▼−2.6%
Reduced · −3K sh
28Occidental Petroleum Corporation
Common Stocks
$36.9M568.4K
1.3%
▼−1.6%
Reduced · −9K sh
29Delta Air Lines, Inc.
Common Stocks
$36.2M545.0K
1.3%
▲+2.8%
Added · +15K sh
30Seadrill Ltd
Common Stocks
$35.6M782.9K
1.3%
▲+9.6%
Added · +69K sh
31ConocoPhillips
Common Stocks
$34.8M263.6K
1.2%
▼−6.7%
Reduced · −19K sh
32Alcoa Corporation
Common Stocks
$34.3M516.9K
1.2%
▼−3.2%
Reduced · −17K sh
33Morgan Stanley
Common Stocks
$31.5M191.5K
1.1%
▲~0%
Added · +12 sh
34JPMorgan Chase & Co.
Common Stocks
$30.5M103.6K
1.1%
▼−0.5%
Reduced · −501 sh
35Steel Dynamics, Inc.
Common Stocks
$29.4M163.5K
1.1%
▼~0%
Reduced · −18 sh
36Seagate Technology Holdings PLC
Common Stocks
$28.0M71.3K
1.0%
▼−27%
Reduced · −27K sh
37Valaris Ltd.
Common Stocks
$27.8M283.2K
1.0%
▼−5.5%
Reduced · −16K sh
38MGM Resorts International
Common Stocks
$27.2M733.9K
1.0%
▲+0.6%
Added · +4K sh
39Charles Schwab Corp
Common Stocks
$26.7M283.9K
1.0%
▲+3.7%
Added · +10K sh
40Credicorp Ltd.
Common Stocks
$26.5M78.0K
0.9%
▼−0.9%
Reduced · −682 sh
41Millicom International Cellular
Common Stocks
$26.3M351.5K
0.9%
▼−0.9%
Reduced · −3K sh
42Coupang Inc
Common Stocks
$25.3M1.34M
0.9%
▲+65%
Added · +527K sh
43Himalaya Shipping Ltd
Common Stocks
$25.0M1.88M
0.9%
▼−0.9%
Reduced · −16K sh
44Royalty Pharma Plc Class A
Common Stocks
$23.9M498.0K
0.9%
▲+53%
Added · +172K sh
45Lam Research Corporation
Common Stocks
$22.9M107.0K
0.8%
▼−23%
Reduced · −32K sh
46Cenovus Energy Inc.
Common Stocks
$21.6M816.0K
0.8%
▼−12%
Reduced · −113K sh
47Golar LNG Limited
Common Stocks
$21.5M397.0K
0.8%
▼−0.8%
Reduced · −3K sh
48Jefferies Financial Group Inc.
Common Stocks
$21.3M515.7K
0.8%
▲+6.0%
Added · +29K sh
49Microchip Technology Incorporated
Common Stocks
$19.6M302.6K
0.7%
▲+26%
Added · +62K sh
50Bio-Rad Laboratories, Inc. Class A
Common Stocks
$19.2M69.0K
0.7%
▲+28%
Added · +15K sh
Showing 50 of 99 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 21, 202699$2.8B13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026114$2.9B13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025116$2.8B13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025118$2.5B13F-HR
Q1 2025Mar 31, 2025May 12, 2025116$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025112$2.6B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024115$2.6B13F-HR
Q2 2024Jun 30, 2024Jul 29, 2024120$2.7B13F-HR
Q1 2024Mar 31, 2024May 2, 2024116$2.7B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024114$2.4B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023114$2.3B13F-HR
Q2 2023Jun 30, 2023Aug 2, 2023142$2.4B13F-HR
Q1 2023Mar 31, 2023May 9, 2023143$2.2B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023141$2.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022153$2.3B13F-HR
Q2 2022Jun 30, 2022Aug 4, 2022163$2.5B13F-HR
Q1 2022Mar 31, 2022May 5, 2022157$3.9B13F-HR
Q4 2021Dec 31, 2021Feb 4, 2022158$4.1B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021157$4.0B13F-HR
Q2 2021Jun 30, 2021Aug 3, 2021160$4.5B13F-HR
Q1 2021Mar 31, 2021May 10, 2021161$4.2B13F-HR
Q4 2020Dec 31, 2020Feb 5, 2021161$3.9B13F-HR
Q3 2020Sep 30, 2020Nov 9, 2020167$3.3B13F-HR
Q2 2020Jun 30, 2020Aug 5, 2020168$3.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.