Arkolith/Funds/Hourglass Capital, LLC

Hourglass Capital, LLC

CIK 1442573
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Hourglass Capital, LLC holds a diversified book of 127 stocks worth $453.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR Dow Jones Indus Avg and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 3% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show HOURGLASS CAPITAL, LLC's latest
holdings, largest changes, and filing provenance.
Opened
55
new positions
Added to
12
existing
Trimmed
67
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.6%
+16.7%/yr · since Nov '24
Their reported book
+36.5%
held from quarter-end
S&P 500
+27.6%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Hourglass Capital, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +36.5%, a 5.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Hourglass Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
26%
Top 20 holdings
43%

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

Direct sector allocation

89% mapped to company sectors

Information Technology
21%
Financials
14%
ETF / fund or unclassified
11%
Industrials
9%
Energy
8%
Health Care
8%
Materials
7%
Consumer Staples
5%

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

Funds with the most overlap

Other tracked managers holding the same core names as Hourglass Capital, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$516.1B
UBS Group AG80 / 80$142.9B
ROYAL BANK OF CANADA80 / 80$136.8B
LPL Financial LLC80 / 80$66.4B
OSAIC HOLDINGS, INC.80 / 80$15.2B
Advisory Services Network, LLC80 / 80$2.0B
BANK OF AMERICA CORP /DE/79 / 80$341.0B
Bank of New York Mellon Corp79 / 80$186.5B

Ranked by how many of Hourglass Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

127 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
COM
$14.4M40.3K
3.2%
−11%
Reduced · −5K sh
2Citigroup Inc
COM
$13.2M94.1K
2.9%
−15%
Reduced · −17K sh
3State Street SPDR S&P
UIE
$12.8M17.2K
2.8%
~0%
Added · +4 sh
4Cisco Sys Inc
COM
$12.5M106.7K
2.8%
−24%
Reduced · −34K sh
5Morgan Stanley
COM
$11.8M56.3K
2.6%
−12%
Reduced · −8K sh
6Goldman Sachs Group Inc
COM
$11.8M11.6K
2.6%
−12%
Reduced · −2K sh
7Nvidia Corp
COM
$11.7M58.3K
2.6%
−8.7%
Reduced · −6K sh
8Core Nat Res Inc
COM
$11.3M141.3K
2.5%
+14%
Added · +17K sh
9Uber Technologies Inc
COM
$10.2M141.3K
2.2%
~0%
Reduced · −50 sh
10Newmont Corp
COM
$10.1M107.7K
2.2%
−8.4%
Reduced · −10K sh
11Freeport-McMoran Inc
COM
$8.4M134.2K
1.9%
−23%
Reduced · −40K sh
12Microsoft Corp
COM
$8.1M21.8K
1.8%
−10%
Reduced · −2K sh
13Broadcom Inc
COM
$7.8M20.6K
1.7%
−18%
Reduced · −5K sh
14Palo Alto Networks Inc
COM
$7.7M22.6K
1.7%
Held
15Kirby Corp
COM
$7.7M56.6K
1.7%
−14%
Reduced · −9K sh
16Abbvie Inc
COM
$7.5M29.6K
1.6%
−13%
Reduced · −4K sh
17Iron MTN Inc New
RET
$7.4M58.5K
1.6%
−16%
Reduced · −11K sh
18Pfizer Inc
COM
$7.3M304.3K
1.6%
−12%
Reduced · −43K sh
19Exxon Mobil Corp
COM
$7.3M53.2K
1.6%
−12%
Reduced · −7K sh
20Kraft Heinz Co
COM
$7.1M302.5K
1.6%
−8.0%
Reduced · −26K sh
21Williams Cos Inc
COM
$7.1M96.0K
1.6%
−15%
Reduced · −17K sh
22SLB Limited F
FGO
$7.0M150.7K
1.5%
−13%
Reduced · −22K sh
23Kinder Morgan Inc Del
COM
$7.0M217.9K
1.5%
−13%
Reduced · −33K sh
24Oracle Corp
COM
$6.9M47.2K
1.5%
−4.3%
Reduced · −2K sh
25Walmart Inc
COM
$6.8M59.9K
1.5%
−13%
Reduced · −9K sh
26BHP Group Ltd F
ADR
$6.8M81.3K
1.5%
−15%
Reduced · −15K sh
27Home Depot Inc
COM
$6.8M19.2K
1.5%
−16%
Reduced · −4K sh
28Union Pac Corp
COM
$6.8M24.8K
1.5%
−12%
Reduced · −3K sh
29Apple Inc
COM
$6.6M22.9K
1.5%
−13%
Reduced · −3K sh
30Valley Natl Bancorp
COM
$6.5M444.7K
1.4%
−14%
Reduced · −75K sh
31United Parcel SVC Inc
COM
$6.5M60.4K
1.4%
−5.4%
Reduced · −3K sh
32GSK PLC ADR F
ADR
$6.5M123.8K
1.4%
−14%
Reduced · −20K sh
33Lamar Advertising Co New
RET
$6.4M41.0K
1.4%
−16%
Reduced · −8K sh
34Chevron Corp New
COM
$6.3M37.9K
1.4%
−9.7%
Reduced · −4K sh
35Ibm Corp
COM
$6.1M21.7K
1.3%
−14%
Reduced · −4K sh
36Verizon Communications I
COM
$6.0M140.8K
1.3%
+19%
Added · +22K sh
37Philip Morris Intl Inc
COM
$5.9M32.5K
1.3%
−14%
Reduced · −5K sh
38Hca Healthcare Inc
COM
$5.7M14.5K
1.2%
−13%
Reduced · −2K sh
39Lyondellbasell Industr F
FGO
$5.5M104.5K
1.2%
−14%
Reduced · −17K sh
40Zimmer Biomet Hldgs Inc
COM
$5.5M63.5K
1.2%
−19%
Reduced · −15K sh
41Main STR Cap Corp
COM
$5.4M104.8K
1.2%
−15%
Reduced · −19K sh
42Woodside Energy Group F
ADR
$5.3M275.0K
1.2%
−15%
Reduced · −49K sh
43Vici Pptys Inc
RET
$5.1M190.6K
1.1%
−14%
Reduced · −31K sh
44Regions Finl Corp New
COM
$5.0M165.4K
1.1%
−17%
Reduced · −35K sh
45Smucker J M Co
COM
$4.8M43.1K
1.1%
−16%
Reduced · −8K sh
46Altria Group Inc
COM
$4.8M66.8K
1.1%
+14%
Added · +8K sh
47HP Inc
COM
$4.7M212.0K
1.0%
−16%
Reduced · −40K sh
48Amazon.com Inc
COM
$4.5M18.8K
1.0%
Held
49Qualcomm Inc
COM
$4.1M22.2K
0.9%
−21%
Reduced · −6K sh
50AT&T Inc
COM
$3.7M180.0K
0.8%
−16%
Reduced · −35K sh
Showing 50 of 127 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026127$453.9M13F-HR
Q1 2026Mar 31, 2026May 4, 2026130$480.5M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026114$463.7M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025106$445.4M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025106$404.5M13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025110$382.2M13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025105$362.6M13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024106$359.0M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.