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
$4.22B
$15.3 Million 0.64% of portfolio
247,223
Q2 2025 Reduced 1.4%
$77.4B
$15.2 Million 0.63% of portfolio
204,026
Q2 2025 Reduced 1.91%
$7.17B
$14.2 Million 0.59% of portfolio
1,288,930
Q2 2025 Reduced 1.92%
$211B
$13 Million 0.54% of portfolio
105,097
Q2 2025 Reduced 1.91%
$6.91B
$13.1 Million 0.54% of portfolio
54,098
Q2 2025 Reduced 0.72%
$25.7B
$13.1 Million 0.54% of portfolio
293,401
Q2 2025 Reduced 1.92%
$252M
$12.3 Million 0.51% of portfolio
2,733,321
Q2 2025 Reduced 1.83%
$7.23B
$11.7 Million 0.49% of portfolio
11,088
Q2 2025 Added 1.27%
$13.5B
$11.6 Million 0.48% of portfolio
35,836
Q2 2025 Reduced 0.73%
$555B
$11.2 Million 0.47% of portfolio
31,620
Q2 2025 Reduced 1.9%
$182B
$11.1 Million 0.46% of portfolio
69,419
Q2 2025 Reduced 1.91%
$31.9B
$10.5 Million 0.43% of portfolio
320,760
Q2 2025 Added 107.29%
$3.91B
$10.4 Million 0.43% of portfolio
247,905
Q2 2025 Reduced 0.11%
$1.53B
$10.4 Million 0.43% of portfolio
614,395
Q2 2025 Reduced 0.88%
$0
$10.2 Million 0.42% of portfolio
3,788,443
Q2 2025 Reduced 2.37%
$36.8B
$9.89 Million 0.41% of portfolio
32,281
Q2 2025 Reduced 0.71%
$16.6B
$9.28 Million 0.39% of portfolio
144,231
Q2 2025 Reduced 0.53%
$2.65B
$8.89 Million 0.37% of portfolio
662,357
Q2 2025 Reduced 21.53%
$11.6B
$8.74 Million 0.36% of portfolio
580,855
Q2 2025 Reduced 2.11%
$23.3B
$8.55 Million 0.35% of portfolio
93,285
Q2 2025 Reduced 1.91%
$18B
$8.19 Million 0.34% of portfolio
84,681
Q2 2025 Reduced 2.37%
$2.48B
$8.12 Million 0.34% of portfolio
72,190
Q2 2025 Added 20.29%
$3.47B
$7.61 Million 0.32% of portfolio
194,492
Q2 2025 Reduced 1.94%
$6.85B
$7.74 Million 0.32% of portfolio
57,242
Q2 2025 Reduced 1.9%
$3.4B
$7.49 Million 0.31% of portfolio
68,138
Q2 2025 Reduced 2.41%
$891M
$7.33 Million 0.3% of portfolio
668,355
Q2 2025 Reduced 2.4%
$505M
$6.9 Million 0.29% of portfolio
641,352
Q2 2025 Reduced 2.39%
$428M
$6.78 Million 0.28% of portfolio
1,562,023
Q2 2025 Reduced 1.22%
$53.4B
$6.71 Million 0.28% of portfolio
90,037
Q2 2025 Reduced 1.91%
$2.54B
$6.53 Million 0.27% of portfolio
58,300
Q2 2025 Added 35.9%
$5.64B
$5.76 Million 0.24% of portfolio
64,905
Q2 2025 Reduced 0.72%
$3.11B
$5.64 Million 0.23% of portfolio
117,878
Q2 2025 New
$308B
$5.52 Million 0.23% of portfolio
38,558
Q2 2025 Reduced 0.73%
$467B
$5.38 Million 0.22% of portfolio
49,912
Q2 2025 Reduced 0.71%
$4.04B
$4.48 Million 0.19% of portfolio
2,025,895
Q2 2025 Reduced 3.24%
$55.9B
$4.09 Million 0.17% of portfolio
298,017
Q2 2025 Reduced 5.37%
$1.34T
$3.99 Million 0.17% of portfolio
17,612
Q2 2025 Reduced 92.98%
$5.38B
$3.96 Million 0.16% of portfolio
139,653
Q2 2025 Reduced 0.75%
$10.6B
$3.79 Million 0.16% of portfolio
20,441
Q2 2025 Reduced 1.93%
$825M
$3.84 Million 0.16% of portfolio
308,549
Q2 2025 Added 1.17%
$18.8B
$3.64 Million 0.15% of portfolio
67,098
Q2 2025 Reduced 0.75%
$2.47B
$2.82 Million 0.12% of portfolio
1,090,136
Q2 2025 Reduced 49.31%
$167M
$2.88 Million 0.12% of portfolio
1,970,908
Q2 2025 Reduced 1.95%
$3.76B
$2.73 Million 0.11% of portfolio
246,387
Q2 2025 Reduced 0.71%
$0
$2.42 Million 0.1% of portfolio
43,447
Q2 2025 Reduced 2.89%
$1.6B
$2.47 Million 0.1% of portfolio
337,573
Q2 2025 Reduced 70.2%
$1.3B
$1.61 Million 0.07% of portfolio
79,162
Q2 2025 Reduced 0.78%
$8.01B
$969,000 0.04% of portfolio
9,856
Q2 2025 Reduced 1.72%
$290M
$878,000 0.04% of portfolio
395,731
Q2 2025 Reduced 48.02%

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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