Filed: 8/7/2025ACC: 0001650135-25-000005
📋 What this filing means
HOSKING PARTNERS LLP filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $2.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$2.51B
Total AUM (reported)
67.59M
Total Shares
Allocation by class
COMMON STOCKS$2.51B100.0%
WARRANTS$34.0K0.0%
Portfolio Concentration
Top 3$294.40M11.7%
4–10$554.89M22.1%
11–25$642.57M25.6%
Rest$1.02B40.6%
Top 3 weight
11.7%
Top 10 weight
33.8%
Voting Authority Distribution
Total shares with voting rights: 67.59M
Sole
Full voting authority
67.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings118
Rows:
Citigroup Inc.
SOLEShares1.22M
TypeSH
Market value$103.95M
4.14%
Sole
1.22M
Shared
0.00
None
0.00
American International Group, Inc.
SOLEShares1.14M
TypeSH
Market value$97.33M
3.88%
Sole
1.14M
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares424.43K
TypeSH
Market value$93.11M
3.71%
Sole
424.43K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares522.51K
TypeSH
Market value$92.69M
3.69%
Sole
522.51K
Shared
0.00
None
0.00
Micron Technology, Inc.
SOLEShares698.47K
TypeSH
Market value$86.09M
3.43%
Sole
698.47K
Shared
0.00
None
0.00
American Express Company
SOLEShares246.51K
TypeSH
Market value$78.63M
3.13%
Sole
246.51K
Shared
0.00
None
0.00
CBRE Group, Inc. Class A
SOLEShares554.07K
TypeSH
Market value$77.64M
3.09%
Sole
554.07K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares13.31K
TypeSH
Market value$77.05M
3.07%
Sole
13.31K
Shared
0.00
None
0.00
Costco Wholesale Corporation
SOLEShares72.57K
TypeSH
Market value$71.84M
2.86%
Sole
72.57K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares146.08K
TypeSH
Market value$70.96M
2.83%
Sole
146.08K
Shared
0.00
None
0.00
Interactive Brokers Group, Inc. Class A
SOLEShares1.17M
TypeSH
Market value$64.80M
2.58%
Sole
1.17M
Shared
0.00
None
0.00
Freeport-McMoRan, Inc.
SOLEShares1.40M
TypeSH
Market value$60.89M
2.43%
Sole
1.40M
Shared
0.00
None
0.00
Capital One Financial Corp
SOLEShares271.82K
TypeSH
Market value$57.83M
2.30%
Sole
271.82K
Shared
0.00
None
0.00
Bank of America Corp
SOLEShares1.22M
TypeSH
Market value$57.56M
2.29%
Sole
1.22M
Shared
0.00
None
0.00
Wells Fargo & Company
SOLEShares665.62K
TypeSH
Market value$53.33M
2.12%
Sole
665.62K
Shared
0.00
None
0.00
Synchrony Financial
SOLEShares775.30K
TypeSH
Market value$51.74M
2.06%
Sole
775.30K
Shared
0.00
None
0.00
Ferroglobe PLC
SOLEShares10.78M
TypeSH
Market value$39.56M
1.58%
Sole
10.78M
Shared
0.00
None
0.00
DHT Holdings, Inc.
SOLEShares3.62M
TypeSH
Market value$39.15M
1.56%
Sole
3.62M
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares119.37K
TypeSH
Market value$34.61M
1.38%
Sole
119.37K
Shared
0.00
None
0.00
Cemex SAB de CV Sponsored ADR
SOLEShares4.97M
TypeSH
Market value$34.44M
1.37%
Sole
4.97M
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares116.85K
TypeSH
Market value$32.21M
1.28%
Sole
116.85K
Shared
0.00
None
0.00
Elevance Health, Inc.
SOLEShares77.08K
TypeSH
Market value$29.98M
1.19%
Sole
77.08K
Shared
0.00
None
0.00
Ryanair Holdings Plc Sponsored ADR
SOLEShares505.48K
TypeSH
Market value$29.15M
1.16%
Sole
505.48K
Shared
0.00
None
0.00
Warrior Met Coal, Inc.
SOLEShares635.43K
TypeSH
Market value$29.12M
1.16%
Sole
635.43K
Shared
0.00
None
0.00
Marathon Petroleum Corporation
SOLEShares169.78K
TypeSH
Market value$28.20M
1.12%
Sole
169.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Citigroup Inc.SOLE | Common Stocks | 1.22M | SH | $103.95M 4.14% | 1.22M | 0.00 | 0.00 |
American International Group, Inc.SOLE | Common Stocks | 1.14M | SH | $97.33M 3.88% | 1.14M | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | Common Stocks | 424.43K | SH | $93.11M 3.71% | 424.43K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | Common Stocks | 522.51K | SH | $92.69M 3.69% | 522.51K | 0.00 | 0.00 |
Micron Technology, Inc.SOLE | Common Stocks | 698.47K | SH | $86.09M 3.43% | 698.47K | 0.00 | 0.00 |
American Express CompanySOLE | Common Stocks | 246.51K | SH | $78.63M 3.13% | 246.51K | 0.00 | 0.00 |
CBRE Group, Inc. Class ASOLE | Common Stocks | 554.07K | SH | $77.64M 3.09% | 554.07K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | Common Stocks | 13.31K | SH | $77.05M 3.07% | 13.31K | 0.00 | 0.00 |
Costco Wholesale CorporationSOLE | Common Stocks | 72.57K | SH | $71.84M 2.86% | 72.57K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stocks | 146.08K | SH | $70.96M 2.83% | 146.08K | 0.00 | 0.00 |
Interactive Brokers Group, Inc. Class ASOLE | Common Stocks | 1.17M | SH | $64.80M 2.58% | 1.17M | 0.00 | 0.00 |
Freeport-McMoRan, Inc.SOLE | Common Stocks | 1.40M | SH | $60.89M 2.43% | 1.40M | 0.00 | 0.00 |
Capital One Financial CorpSOLE | Common Stocks | 271.82K | SH | $57.83M 2.30% | 271.82K | 0.00 | 0.00 |
Bank of America CorpSOLE | Common Stocks | 1.22M | SH | $57.56M 2.29% | 1.22M | 0.00 | 0.00 |
Wells Fargo & CompanySOLE | Common Stocks | 665.62K | SH | $53.33M 2.12% | 665.62K | 0.00 | 0.00 |
Synchrony FinancialSOLE | Common Stocks | 775.30K | SH | $51.74M 2.06% | 775.30K | 0.00 | 0.00 |
Ferroglobe PLCSOLE | Common Stocks | 10.78M | SH | $39.56M 1.58% | 10.78M | 0.00 | 0.00 |
DHT Holdings, Inc.SOLE | Common Stocks | 3.62M | SH | $39.15M 1.56% | 3.62M | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stocks | 119.37K | SH | $34.61M 1.38% | 119.37K | 0.00 | 0.00 |
Cemex SAB de CV Sponsored ADRSOLE | Common Stocks | 4.97M | SH | $34.44M 1.37% | 4.97M | 0.00 | 0.00 |
Broadcom Inc.SOLE | Common Stocks | 116.85K | SH | $32.21M 1.28% | 116.85K | 0.00 | 0.00 |
Elevance Health, Inc.SOLE | Common Stocks | 77.08K | SH | $29.98M 1.19% | 77.08K | 0.00 | 0.00 |
Ryanair Holdings Plc Sponsored ADRSOLE | Common Stocks | 505.48K | SH | $29.15M 1.16% | 505.48K | 0.00 | 0.00 |
Warrior Met Coal, Inc.SOLE | Common Stocks | 635.43K | SH | $29.12M 1.16% | 635.43K | 0.00 | 0.00 |
Marathon Petroleum CorporationSOLE | Common Stocks | 169.78K | SH | $28.20M 1.12% | 169.78K | 0.00 | 0.00 |
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