Filed: 2/4/2026ACC: 0001650135-26-000001
📋 What this filing means
HOSKING PARTNERS LLP filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $2.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$2.94B
Total AUM (reported)
69.80M
Total Shares
Allocation by class
COMMON STOCKS$2.94B100.0%
WARRANTS$34.5K0.0%
Portfolio Concentration
Top 3$416.53M14.2%
4–10$596.82M20.3%
11–25$768.49M26.1%
Rest$1.16B39.5%
Top 3 weight
14.2%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 69.80M
Sole
Full voting authority
69.80M
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)
Sole114
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings114
Rows:
Alphabet Inc. Class C
SOLEShares525.64K
TypeSH
Market value$164.95M
5.60%
Sole
525.64K
Shared
0.00
None
0.00
Citigroup Inc.
SOLEShares1.22M
TypeSH
Market value$142.68M
4.85%
Sole
1.22M
Shared
0.00
None
0.00
Micron Technology, Inc.
SOLEShares381.56K
TypeSH
Market value$108.90M
3.70%
Sole
381.56K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares424K
TypeSH
Market value$97.87M
3.32%
Sole
424K
Shared
0.00
None
0.00
CBRE Group, Inc. Class A
SOLEShares560.86K
TypeSH
Market value$90.18M
3.06%
Sole
560.86K
Shared
0.00
None
0.00
American International Group, Inc.
SOLEShares990.23K
TypeSH
Market value$84.71M
2.88%
Sole
990.23K
Shared
0.00
None
0.00
American Express Company
SOLEShares226.98K
TypeSH
Market value$83.97M
2.85%
Sole
226.98K
Shared
0.00
None
0.00
Interactive Brokers Group, Inc. Class A
SOLEShares1.26M
TypeSH
Market value$81.31M
2.76%
Sole
1.26M
Shared
0.00
None
0.00
Freeport-McMoRan, Inc.
SOLEShares1.58M
TypeSH
Market value$80.32M
2.73%
Sole
1.58M
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B
SOLEShares156.08K
TypeSH
Market value$78.45M
2.67%
Sole
156.08K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares13.19K
TypeSH
Market value$70.64M
2.40%
Sole
13.19K
Shared
0.00
None
0.00
Bank of America Corp
SOLEShares1.14M
TypeSH
Market value$62.75M
2.13%
Sole
1.14M
Shared
0.00
None
0.00
Synchrony Financial
SOLEShares729.46K
TypeSH
Market value$60.86M
2.07%
Sole
729.46K
Shared
0.00
None
0.00
Warrior Met Coal, Inc.
SOLEShares667.64K
TypeSH
Market value$58.87M
2.00%
Sole
667.64K
Shared
0.00
None
0.00
Capital One Financial Corp
SOLEShares240.53K
TypeSH
Market value$58.30M
1.98%
Sole
240.53K
Shared
0.00
None
0.00
Costco Wholesale Corporation
SOLEShares67.12K
TypeSH
Market value$57.88M
1.97%
Sole
67.12K
Shared
0.00
None
0.00
Cemex SAB de CV Sponsored ADR
SOLEShares4.79M
TypeSH
Market value$55.05M
1.87%
Sole
4.79M
Shared
0.00
None
0.00
Ferroglobe PLC
SOLEShares11.22M
TypeSH
Market value$52.04M
1.77%
Sole
11.22M
Shared
0.00
None
0.00
Elevance Health, Inc.
SOLEShares144.55K
TypeSH
Market value$50.67M
1.72%
Sole
144.55K
Shared
0.00
None
0.00
Wells Fargo & Company
SOLEShares470.88K
TypeSH
Market value$43.89M
1.49%
Sole
470.88K
Shared
0.00
None
0.00
DHT Holdings, Inc.
SOLEShares3.59M
TypeSH
Market value$43.87M
1.49%
Sole
3.59M
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares122.70K
TypeSH
Market value$42.47M
1.44%
Sole
122.70K
Shared
0.00
None
0.00
Corning Inc
SOLEShares450.54K
TypeSH
Market value$39.45M
1.34%
Sole
450.54K
Shared
0.00
None
0.00
Delta Air Lines, Inc.
SOLEShares529.90K
TypeSH
Market value$36.78M
1.25%
Sole
529.90K
Shared
0.00
None
0.00
Ryanair Holdings Plc Sponsored ADR
SOLEShares484.70K
TypeSH
Market value$34.99M
1.19%
Sole
484.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet Inc. Class CSOLE | Common Stocks | 525.64K | SH | $164.95M 5.60% | 525.64K | 0.00 | 0.00 |
Citigroup Inc.SOLE | Common Stocks | 1.22M | SH | $142.68M 4.85% | 1.22M | 0.00 | 0.00 |
Micron Technology, Inc.SOLE | Common Stocks | 381.56K | SH | $108.90M 3.70% | 381.56K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | Common Stocks | 424K | SH | $97.87M 3.32% | 424K | 0.00 | 0.00 |
CBRE Group, Inc. Class ASOLE | Common Stocks | 560.86K | SH | $90.18M 3.06% | 560.86K | 0.00 | 0.00 |
American International Group, Inc.SOLE | Common Stocks | 990.23K | SH | $84.71M 2.88% | 990.23K | 0.00 | 0.00 |
American Express CompanySOLE | Common Stocks | 226.98K | SH | $83.97M 2.85% | 226.98K | 0.00 | 0.00 |
Interactive Brokers Group, Inc. Class ASOLE | Common Stocks | 1.26M | SH | $81.31M 2.76% | 1.26M | 0.00 | 0.00 |
Freeport-McMoRan, Inc.SOLE | Common Stocks | 1.58M | SH | $80.32M 2.73% | 1.58M | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stocks | 156.08K | SH | $78.45M 2.67% | 156.08K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | Common Stocks | 13.19K | SH | $70.64M 2.40% | 13.19K | 0.00 | 0.00 |
Bank of America CorpSOLE | Common Stocks | 1.14M | SH | $62.75M 2.13% | 1.14M | 0.00 | 0.00 |
Synchrony FinancialSOLE | Common Stocks | 729.46K | SH | $60.86M 2.07% | 729.46K | 0.00 | 0.00 |
Warrior Met Coal, Inc.SOLE | Common Stocks | 667.64K | SH | $58.87M 2.00% | 667.64K | 0.00 | 0.00 |
Capital One Financial CorpSOLE | Common Stocks | 240.53K | SH | $58.30M 1.98% | 240.53K | 0.00 | 0.00 |
Costco Wholesale CorporationSOLE | Common Stocks | 67.12K | SH | $57.88M 1.97% | 67.12K | 0.00 | 0.00 |
Cemex SAB de CV Sponsored ADRSOLE | Common Stocks | 4.79M | SH | $55.05M 1.87% | 4.79M | 0.00 | 0.00 |
Ferroglobe PLCSOLE | Common Stocks | 11.22M | SH | $52.04M 1.77% | 11.22M | 0.00 | 0.00 |
Elevance Health, Inc.SOLE | Common Stocks | 144.55K | SH | $50.67M 1.72% | 144.55K | 0.00 | 0.00 |
Wells Fargo & CompanySOLE | Common Stocks | 470.88K | SH | $43.89M 1.49% | 470.88K | 0.00 | 0.00 |
DHT Holdings, Inc.SOLE | Common Stocks | 3.59M | SH | $43.87M 1.49% | 3.59M | 0.00 | 0.00 |
Broadcom Inc.SOLE | Common Stocks | 122.70K | SH | $42.47M 1.44% | 122.70K | 0.00 | 0.00 |
Corning IncSOLE | Common Stocks | 450.54K | SH | $39.45M 1.34% | 450.54K | 0.00 | 0.00 |
Delta Air Lines, Inc.SOLE | Common Stocks | 529.90K | SH | $36.78M 1.25% | 529.90K | 0.00 | 0.00 |
Ryanair Holdings Plc Sponsored ADRSOLE | Common Stocks | 484.70K | SH | $34.99M 1.19% | 484.70K | 0.00 | 0.00 |
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