Filed: 10/23/2025ACC: 0001650135-25-000010
π What this filing means
HOSKING PARTNERS LLP filed this quarterly 13FβHR report disclosing 116 equity positions with a total reported market value of $2.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$2.76B
Total AUM (reported)
68.86M
Total Shares
Allocation by class
COMMON STOCKS$2.76B100.0%
WARRANTS$40.9K0.0%
Portfolio Concentration
Top 3$351.63M12.7%
4β10$577.33M20.9%
11β25$717.25M26.0%
Rest$1.12B40.4%
Top 3 weight
12.7%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 68.86M
Sole
Full voting authority
68.86M
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)
Sole116
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings116
Rows:
Alphabet Inc. Class C
SOLEShares516.57K
TypeSH
Market value$125.81M
4.55%
Sole
516.57K
Shared
0.00
None
0.00
Citigroup Inc.
SOLEShares1.20M
TypeSH
Market value$121.75M
4.41%
Sole
1.20M
Shared
0.00
None
0.00
Micron Technology, Inc.
SOLEShares621.94K
TypeSH
Market value$104.06M
3.77%
Sole
621.94K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares423.88K
TypeSH
Market value$93.07M
3.37%
Sole
423.88K
Shared
0.00
None
0.00
CBRE Group, Inc. Class A
SOLEShares563.55K
TypeSH
Market value$88.79M
3.21%
Sole
563.55K
Shared
0.00
None
0.00
American International Group, Inc.
SOLEShares1.12M
TypeSH
Market value$88.17M
3.19%
Sole
1.12M
Shared
0.00
None
0.00
Interactive Brokers Group, Inc. Class A
SOLEShares1.19M
TypeSH
Market value$81.98M
2.97%
Sole
1.19M
Shared
0.00
None
0.00
American Express Company
SOLEShares242.10K
TypeSH
Market value$80.42M
2.91%
Sole
242.10K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares146.17K
TypeSH
Market value$73.49M
2.66%
Sole
146.17K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares13.23K
TypeSH
Market value$71.42M
2.58%
Sole
13.23K
Shared
0.00
None
0.00
Costco Wholesale Corporation
SOLEShares71.39K
TypeSH
Market value$66.08M
2.39%
Sole
71.39K
Shared
0.00
None
0.00
Bank of America Corp
SOLEShares1.19M
TypeSH
Market value$61.63M
2.23%
Sole
1.19M
Shared
0.00
None
0.00
Freeport-McMoRan, Inc.
SOLEShares1.53M
TypeSH
Market value$59.90M
2.17%
Sole
1.53M
Shared
0.00
None
0.00
Capital One Financial Corp
SOLEShares264.40K
TypeSH
Market value$56.21M
2.03%
Sole
264.40K
Shared
0.00
None
0.00
Synchrony Financial
SOLEShares766.15K
TypeSH
Market value$54.43M
1.97%
Sole
766.15K
Shared
0.00
None
0.00
Wells Fargo & Company
SOLEShares596.12K
TypeSH
Market value$49.97M
1.81%
Sole
596.12K
Shared
0.00
None
0.00
Ferroglobe PLC
SOLEShares10.87M
TypeSH
Market value$49.48M
1.79%
Sole
10.87M
Shared
0.00
None
0.00
Elevance Health, Inc.
SOLEShares142.38K
TypeSH
Market value$46.01M
1.66%
Sole
142.38K
Shared
0.00
None
0.00
Cemex SAB de CV Sponsored ADR
SOLEShares4.85M
TypeSH
Market value$43.64M
1.58%
Sole
4.85M
Shared
0.00
None
0.00
DHT Holdings, Inc.
SOLEShares3.61M
TypeSH
Market value$43.09M
1.56%
Sole
3.61M
Shared
0.00
None
0.00
Warrior Met Coal, Inc.
SOLEShares648.61K
TypeSH
Market value$41.28M
1.49%
Sole
648.61K
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares116.77K
TypeSH
Market value$38.52M
1.39%
Sole
116.77K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares119.67K
TypeSH
Market value$37.75M
1.37%
Sole
119.67K
Shared
0.00
None
0.00
Corning Inc
SOLEShares445.24K
TypeSH
Market value$36.52M
1.32%
Sole
445.24K
Shared
0.00
None
0.00
Marathon Petroleum Corporation
SOLEShares169.87K
TypeSH
Market value$32.74M
1.18%
Sole
169.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet Inc. Class CSOLE | Common Stocks | 516.57K | SH | $125.81M 4.55% | 516.57K | 0.00 | 0.00 |
Citigroup Inc.SOLE | Common Stocks | 1.20M | SH | $121.75M 4.41% | 1.20M | 0.00 | 0.00 |
Micron Technology, Inc.SOLE | Common Stocks | 621.94K | SH | $104.06M 3.77% | 621.94K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | Common Stocks | 423.88K | SH | $93.07M 3.37% | 423.88K | 0.00 | 0.00 |
CBRE Group, Inc. Class ASOLE | Common Stocks | 563.55K | SH | $88.79M 3.21% | 563.55K | 0.00 | 0.00 |
American International Group, Inc.SOLE | Common Stocks | 1.12M | SH | $88.17M 3.19% | 1.12M | 0.00 | 0.00 |
Interactive Brokers Group, Inc. Class ASOLE | Common Stocks | 1.19M | SH | $81.98M 2.97% | 1.19M | 0.00 | 0.00 |
American Express CompanySOLE | Common Stocks | 242.10K | SH | $80.42M 2.91% | 242.10K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stocks | 146.17K | SH | $73.49M 2.66% | 146.17K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | Common Stocks | 13.23K | SH | $71.42M 2.58% | 13.23K | 0.00 | 0.00 |
Costco Wholesale CorporationSOLE | Common Stocks | 71.39K | SH | $66.08M 2.39% | 71.39K | 0.00 | 0.00 |
Bank of America CorpSOLE | Common Stocks | 1.19M | SH | $61.63M 2.23% | 1.19M | 0.00 | 0.00 |
Freeport-McMoRan, Inc.SOLE | Common Stocks | 1.53M | SH | $59.90M 2.17% | 1.53M | 0.00 | 0.00 |
Capital One Financial CorpSOLE | Common Stocks | 264.40K | SH | $56.21M 2.03% | 264.40K | 0.00 | 0.00 |
Synchrony FinancialSOLE | Common Stocks | 766.15K | SH | $54.43M 1.97% | 766.15K | 0.00 | 0.00 |
Wells Fargo & CompanySOLE | Common Stocks | 596.12K | SH | $49.97M 1.81% | 596.12K | 0.00 | 0.00 |
Ferroglobe PLCSOLE | Common Stocks | 10.87M | SH | $49.48M 1.79% | 10.87M | 0.00 | 0.00 |
Elevance Health, Inc.SOLE | Common Stocks | 142.38K | SH | $46.01M 1.66% | 142.38K | 0.00 | 0.00 |
Cemex SAB de CV Sponsored ADRSOLE | Common Stocks | 4.85M | SH | $43.64M 1.58% | 4.85M | 0.00 | 0.00 |
DHT Holdings, Inc.SOLE | Common Stocks | 3.61M | SH | $43.09M 1.56% | 3.61M | 0.00 | 0.00 |
Warrior Met Coal, Inc.SOLE | Common Stocks | 648.61K | SH | $41.28M 1.49% | 648.61K | 0.00 | 0.00 |
Broadcom Inc.SOLE | Common Stocks | 116.77K | SH | $38.52M 1.39% | 116.77K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stocks | 119.67K | SH | $37.75M 1.37% | 119.67K | 0.00 | 0.00 |
Corning IncSOLE | Common Stocks | 445.24K | SH | $36.52M 1.32% | 445.24K | 0.00 | 0.00 |
Marathon Petroleum CorporationSOLE | Common Stocks | 169.87K | SH | $32.74M 1.18% | 169.87K | 0.00 | 0.00 |
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