Hosking Partners LLP Purchases and Sells in Q1 2025

Hosking Partners LLP

$2.28 Billion
Q1 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FCX	191K + 14.67%	$34.5 - $43.01 $6.58M - $8.2M	1.49M $56.4M
MCHP	149K + 187.47%	$48.41 - $64.3 $7.19M - $9.55M	228K $11M
GSM	1.63M + 18.1%	$3.29 - $4.13 $5.36M - $6.73M	10.6M $39.5M
TDW	176K + 81.05%	$39.93 - $57.69 $7.05M - $10.2M	394K $16.7M
TRUP	185K + 86.94%	$32.4 - $49.87 $5.99M - $9.22M	398K $14.8M
RLX	1.11M + 113.32%	$1.88 - $2.49 $2.09M - $2.77M	2.09M $3.94M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TIGO	531K New	$23.84 - $31.22 $12.7M - $16.6M	531K $16.1M
KOF	86.7K New	$74.5 - $92.3 $6.46M - $8.01M	86.7K $7.92M
ARLO	620K New	$9.87 - $14.38 $6.12M - $8.91M	620K $6.12M
KWR	42.9K New	$123.61 - $145.39 $5.3M - $6.24M	42.9K $5.3M
NU	315K New	$10.12 - $13.95 $3.19M - $4.39M	315K $3.23M
Core Natural Resources Inc	110K New	N/A	110K $0

Top Sells

Reduced Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-113K - 48.91%	$167.43 - $244.7 $18.9M - $27.6M	118K $19.7M
JEF	-69.3K - 10.0%	$52.22 - $81.31 $3.62M - $5.64M	624K $33.4M
AXP	-43K - 14.61%	$255.39 - $325.87 $11M - $14M	251K $67.6M
GOOG	-4.87K - 0.91%	$156.06 - $207.71 $761K - $1.01M	528K $82.6M
AMZN	-7.33K - 1.67%	$190.26 - $242.06 $1.39M - $1.77M	432K $82.2M
BKNG	-1.82K - 11.88%	$4295.4 - $5141.88 $7.8M - $9.34M	13.5K $62M

Activity Summary All Purchases 15 New Holdings 6 Increased Positions 9 All Sells 98 Reductions 98 Sold out 0 Calls 0 Puts 0

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