Hosking Partners LLP Portfolio Holdings

Hosking Partners LLP

  • $2.41 Billion
  • Q2 2025

Hosking Partners LLP has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.41 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Citigroup Inc with a value of $104M, American International Group, Inc. with a value of $97.3M, Amazon Com Inc with a value of $93.1M, Alphabet Inc. with a value of $92.7M, and Micron Technology Inc with a value of $86.1M.

Examining the 13F form we can see an increase of $128M in the current position value, from $2.28B to 2.41B.

Below you can find more details about Hosking Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $2.41 Billion
Financial Services: $884 Million
Basic Materials: $251 Million
Energy: $247 Million
Consumer Cyclical: $240 Million
Technology: $216 Million
Industrials: $156 Million
Communication Services: $127 Million
Consumer Defensive: $120 Million
Other: $156 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$193B
$104 Million 4.32% of portfolio
1,221,268
Q2 2025 Added 0.08%
$60B
$97.3 Million 4.04% of portfolio
1,137,142
Q2 2025 Reduced 1.59%
$2.32T
$93.1 Million 3.87% of portfolio
424,426
Q2 2025 Reduced 1.77%
$1.47T
$92.7 Million 3.85% of portfolio
522,507
Q2 2025 Reduced 1.12%
$171B
$86.1 Million 3.57% of portfolio
698,467
Q2 2025 Reduced 1.99%
$243B
$78.6 Million 3.26% of portfolio
246,506
Q2 2025 Reduced 1.92%
$52.7B
$77.6 Million 3.22% of portfolio
554,071
Q2 2025 Reduced 1.76%
$217B
$77 Million 3.2% of portfolio
13,309
Q2 2025 Reduced 1.18%
$428B
$71.8 Million 2.98% of portfolio
72,574
Q2 2025 Reduced 9.65%
$644B
$71 Million 2.95% of portfolio
146,076
Q2 2025 Added 0.55%
$5.79B
$64.8 Million 2.69% of portfolio
1,169,447
Q2 2025 Added 314.33%
$63.9B
$60.9 Million 2.53% of portfolio
1,404,596
Q2 2025 Reduced 5.75%
$85.9B
$57.8 Million 2.4% of portfolio
271,816
Q2 2025 Reduced 4.6%
$406B
$57.6 Million 2.39% of portfolio
1,216,352
Q2 2025 Reduced 25.93%
$309B
$53.3 Million 2.21% of portfolio
665,619
Q2 2025 Reduced 14.03%
$34B
$51.7 Million 2.15% of portfolio
775,299
Q2 2025 Reduced 1.52%
$2.03B
$39.2 Million 1.63% of portfolio
3,621,760
Q2 2025 Reduced 1.03%
$900B
$34.6 Million 1.44% of portfolio
119,366
Q2 2025 Reduced 16.14%
$13.6B
$34.4 Million 1.43% of portfolio
4,970,407
Q2 2025 Reduced 2.18%
$146B
$32.2 Million 1.34% of portfolio
116,847
Q2 2025 Reduced 0.74%
$75.6B
$30 Million 1.24% of portfolio
77,075
Q2 2025 Reduced 0.61%
$13.3B
$29.2 Million 1.21% of portfolio
505,480
Q2 2025 Reduced 29.34%
$2.99B
$29.1 Million 1.21% of portfolio
635,434
Q2 2025 Added 22.14%
$89.9B
$28.2 Million 1.17% of portfolio
169,780
Q2 2025 Reduced 17.01%
$15.3B
$26.9 Million 1.12% of portfolio
491,629
Q2 2025 Reduced 21.19%
$265B
$27 Million 1.12% of portfolio
191,936
Q2 2025 Reduced 0.67%
$2.71B
$26.8 Million 1.11% of portfolio
580,822
Q2 2025 Added 47.32%
$51.6B
$26.2 Million 1.09% of portfolio
872,916
Q2 2025 Reduced 4.8%
$38.4B
$25.8 Million 1.07% of portfolio
523,844
Q2 2025 Added 47.78%
$18B
$25.9 Million 1.07% of portfolio
446,914
Q2 2025 Added 11.31%
$13.6B
$25.7 Million 1.07% of portfolio
746,942
Q2 2025 Reduced 1.92%
$118B
$25.8 Million 1.07% of portfolio
287,540
Q2 2025 Reduced 1.66%
$170B
$25.6 Million 1.06% of portfolio
280,078
Q2 2025 Reduced 31.53%
$2.31B
$25.1 Million 1.04% of portfolio
688,766
Q2 2025 Reduced 8.01%
$65.2B
$23.7 Million 0.98% of portfolio
451,016
Q2 2025 Reduced 1.58%
$42.5B
$23.3 Million 0.97% of portfolio
554,712
Q2 2025 Added 5.88%
$1.77B
$22.7 Million 0.94% of portfolio
410,670
Q2 2025 Added 3.27%
$7.09B
$19.8 Million 0.82% of portfolio
230,807
Q2 2025 Reduced 14.07%
$8.12B
$19.4 Million 0.81% of portfolio
518,521
Q2 2025 Reduced 2.39%
$21.2B
$18.3 Million 0.76% of portfolio
81,940
Q2 2025 Reduced 2.38%
$48.9B
$17.8 Million 0.74% of portfolio
248,264
Q2 2025 Reduced 1.91%
$257B
$17.8 Million 0.74% of portfolio
97,652
Q2 2025 Reduced 3.26%
$4.38B
$17.2 Million 0.71% of portfolio
416,999
Q2 2025 Reduced 2.36%
$5.98B
$16.1 Million 0.67% of portfolio
546,700
Q2 2025 Reduced 1.92%
$17.2B
$16.1 Million 0.67% of portfolio
163,968
Q2 2025 Reduced 0.71%
$40.5B
$16.1 Million 0.67% of portfolio
111,258
Q2 2025 Reduced 1.91%
$132B
$16.1 Million 0.67% of portfolio
70,031
Q2 2025 Reduced 1.91%
$35.7B
$16 Million 0.66% of portfolio
226,729
Q2 2025 Reduced 0.49%
$81.6B
$16 Million 0.66% of portfolio
85,586
Q2 2025 Added 1.36%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $2.41 Billion
  • Prior Value $2.28 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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