Hosking Partners LLP
LONDON X0 · SEC CIK 0001650135
$30.08亿2026Q2 申报市值
98持仓数
34.8%前十大占比 · 第一大 7.4%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LPX 加仓+$1,718.04万
CPNG 加仓+$1,127.95万
BKNG 加仓+$821.60万
BIO 加仓+$746.39万
RRC 新建仓+$457.36万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$6,803.96万
AMZN 减仓-$3,222.14万
GOOG 减仓-$1,731.56万
STX 减仓-$1,687.88万
GLW 减仓-$1,526.32万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MU | Micron Technology, Inc. | $2.22亿 | 7.38% | 192,446 | -58,945 | -23.4% | -$6,803.96万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $1.51亿 | 5.03% | 428,454 | -49,007 | -10.3% | -$1,731.56万 | 减仓 |
| C | Citigroup Inc. | $1.44亿 | 4.77% | 1,026,006 | -100,743 | -8.9% | -$1,410.00万 | 减仓 |
| IBKR | Interactive Brokers Group, Inc. Class A | $9,236.16万 | 3.07% | 1,061,140 | -134,147 | -11.2% | -$1,167.62万 | 减仓 |
| FCX | Freeport-McMoRan, Inc. | $8,546.57万 | 2.84% | 1,358,971 | -81,431 | -5.7% | -$512.12万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $7,519.01万 | 2.50% | 150,263 | -2,963 | -1.9% | -$148.27万 | 减仓 |
| GLW | Corning Inc | $7,163.33万 | 2.38% | 280,442 | -59,755 | -17.6% | -$1,526.32万 | 减仓 |
| AXP | American Express Company | $7,108.02万 | 2.36% | 210,141 | -6,773 | -3.1% | -$229.10万 | 减仓 |
| BKNG | Booking Holdings Inc. | $6,662.52万 | 2.21% | 373,795 | 46,095 | 14.1% | $821.60万 | 加仓 |
| CBRE | CBRE Group, Inc. Class A | $6,631.18万 | 2.20% | 492,329 | 1,847 | 0.4% | $24.88万 | 加仓 |
| AIG | American International Group, Inc. | $6,157.24万 | 2.05% | 826,142 | -53,635 | -6.1% | -$399.74万 | 减仓 |
| AMZN | Amazon.com, Inc. | $5,823.74万 | 1.94% | 244,346 | -135,191 | -35.6% | -$3,222.14万 | 减仓 |
| ELV | Elevance Health, Inc. | $5,801.38万 | 1.93% | 150,011 | -2,429 | -1.6% | -$93.94万 | 减仓 |
| COST | Costco Wholesale Corporation | $5,493.83万 | 1.83% | 58,728 | -1,847 | -3.0% | -$172.78万 | 减仓 |
| SYF | Synchrony Financial | $5,341.18万 | 1.78% | 702,325 | -18,870 | -2.6% | -$143.51万 | 减仓 |
| MPC | Marathon Petroleum Corporation | $5,288.43万 | 1.76% | 206,846 | -3,427 | -1.6% | -$87.62万 | 减仓 |
| BAC | Bank of America Corp | $5,231.19万 | 1.74% | 918,075 | -29,646 | -3.1% | -$168.92万 | 减仓 |
| STX | Seagate Technology Holdings PLC | $5,197.01万 | 1.73% | 53,855 | -17,491 | -24.5% | -$1,687.88万 | 减仓 |
| DHT | DHT Holdings, Inc. | $5,154.77万 | 1.71% | 3,118,435 | -393,182 | -11.2% | -$649.93万 | 减仓 |
| HCC | Warrior Met Coal, Inc. | $5,149.44万 | 1.71% | 634,480 | -22,342 | -3.4% | -$181.33万 | 减仓 |
| COF | Capital One Financial Corp | $5,119.98万 | 1.70% | 255,208 | -7,104 | -2.7% | -$142.52万 | 减仓 |
| DAL | Delta Air Lines, Inc. | $4,890.63万 | 1.63% | 522,169 | -22,783 | -4.2% | -$213.39万 | 减仓 |
| INSW | International Seaways, Inc. | $4,661.03万 | 1.55% | 608,569 | -78,283 | -11.4% | -$599.57万 | 减仓 |
| AVGO | Broadcom Inc. | $4,365.73万 | 1.45% | 115,572 | -3,885 | -3.3% | -$146.76万 | 减仓 |
| LYB | LyondellBasell Industries NV | $4,318.04万 | 1.44% | 820,140 | -42,974 | -5.0% | -$226.26万 | 减仓 |
| TDW | Tidewater Inc | $4,061.84万 | 1.35% | 609,611 | -52,811 | -8.0% | -$351.88万 | 减仓 |
| WFC | Wells Fargo & Company | $3,953.62万 | 1.31% | 478,415 | -11,541 | -2.4% | -$95.37万 | 减仓 |
| MS | Morgan Stanley | $3,935.93万 | 1.31% | 188,286 | -3,231 | -1.7% | -$67.54万 | 减仓 |
| NE | Noble Corporation PLC Class A | $3,730.45万 | 1.24% | 1,000,121 | -51,778 | -4.9% | -$193.13万 | 减仓 |
| LRCX | Lam Research Corporation | $3,683.74万 | 1.22% | 85,010 | -21,960 | -20.5% | -$951.59万 | 减仓 |
| CPNG | Coupang Inc | $3,459.72万 | 1.15% | 1,991,777 | 649,366 | 48.4% | $1,127.95万 | 加仓 |
| MGM | MGM Resorts International | $3,399.03万 | 1.13% | 710,946 | -22,916 | -3.1% | -$109.56万 | 减仓 |
| STLD | Steel Dynamics, Inc. | $3,397.94万 | 1.13% | 148,084 | -15,455 | -9.5% | -$354.63万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $3,339.09万 | 1.11% | 102,010 | -1,635 | -1.6% | -$53.52万 | 减仓 |
| GSM | Ferroglobe PLC | $3,253.18万 | 1.08% | 10,230,131 | -1,331,057 | -11.5% | -$423.28万 | 减仓 |
| LPX | Louisiana-Pacific Corporation | $3,145.22万 | 1.05% | 399,850 | 218,414 | 120.4% | $1,718.04万 | 加仓 |
| TIGO | Millicom International Cellular | $3,106.81万 | 1.03% | 342,311 | -9,171 | -2.6% | -$83.24万 | 减仓 |
| MCHP | Microchip Technology Incorporated | $3,020.10万 | 1.00% | 331,151 | 28,534 | 9.4% | $260.23万 | 加仓 |
| BAP | Credicorp Ltd. | $2,960.26万 | 0.98% | 75,986 | -2,029 | -2.6% | -$79.05万 | 减仓 |
| BIO | Bio-Rad Laboratories, Inc. Class A | $2,772.56万 | 0.92% | 94,430 | 25,421 | 36.8% | $746.39万 | 加仓 |
| RPRX | Royalty Pharma Plc Class A | $2,736.82万 | 0.91% | 488,108 | -9,929 | -2.0% | -$55.67万 | 减仓 |
| SDRL | Seadrill Ltd | $2,664.48万 | 0.89% | 704,515 | -78,429 | -10.0% | -$296.62万 | 减仓 |
| COP | ConocoPhillips | $2,664.21万 | 0.89% | 256,273 | -7,293 | -2.8% | -$75.82万 | 减仓 |
| SCHW | Charles Schwab Corp | $2,538.26万 | 0.84% | 275,090 | -8,823 | -3.1% | -$81.41万 | 减仓 |
| JEF | Jefferies Financial Group Inc. | $2,518.05万 | 0.84% | 503,811 | -11,843 | -2.3% | -$59.19万 | 减仓 |
| HSHP | Himalaya Shipping Ltd | $2,443.79万 | 0.81% | 1,829,186 | -48,888 | -2.6% | -$65.31万 | 减仓 |
| AA | Alcoa Corporation | $2,404.90万 | 0.80% | 461,239 | -55,641 | -10.8% | -$290.11万 | 减仓 |
| CFG | Citizens Financial Group, Inc. | $2,101.06万 | 0.70% | 299,852 | -9,641 | -3.1% | -$67.55万 | 减仓 |
| CVE | CENOVUS ENERGY INC. | $1,972.87万 | 0.66% | 795,192 | -20,853 | -2.6% | -$51.74万 | 减仓 |
| GLNG | Golar LNG Limited | $1,927.65万 | 0.64% | 386,768 | -10,263 | -2.6% | -$51.15万 | 减仓 |
| AMAT | Applied Materials, Inc. | $1,856.81万 | 0.62% | 25,682 | -5,720 | -18.2% | -$413.56万 | 减仓 |
| VAL | Valaris Ltd. | $1,852.46万 | 0.62% | 255,160 | -28,049 | -9.9% | -$203.64万 | 减仓 |
| AAL | American Airlines Group Inc. | $1,807.50万 | 0.60% | 1,000,274 | 91,631 | 10.1% | $165.58万 | 加仓 |
| KWR | Quaker Houghton | $1,788.96万 | 0.59% | 112,605 | -2,064 | -1.8% | -$32.79万 | 减仓 |
| OXY | Occidental Petroleum Corporation | $1,748.51万 | 0.58% | 359,997 | -208,397 | -36.7% | -$1,012.18万 | 减仓 |
| QCOM | QUALCOMM Incorporated | $1,706.52万 | 0.57% | 92,349 | 6,945 | 8.1% | $128.34万 | 加仓 |
| UNP | Union Pacific Corporation | $1,642.06万 | 0.55% | 60,370 | -1,916 | -3.1% | -$52.12万 | 减仓 |
| ARLO | Arlo Technologies, Inc. | $1,599.32万 | 0.53% | 1,186,439 | 26,658 | 2.3% | $35.93万 | 加仓 |
| TPL | Texas Pacific Land Corporation | $1,520.32万 | 0.51% | 34,739 | -464 | -1.3% | -$20.31万 | 减仓 |
| — | Lesaka Technologies, Inc. | $1,353.90万 | 0.45% | 2,724,153 | -48,509 | -1.7% | -$24.11万 | 减仓 |
| KR | Kroger Co. | $1,302.29万 | 0.43% | 234,520 | -7,481 | -3.1% | -$41.54万 | 减仓 |
| AMR | Alpha Metallurgical Resources, Inc. | $1,280.89万 | 0.43% | 77,658 | -1,131 | -1.4% | -$18.65万 | 减仓 |
| DIS | Walt Disney Company | $1,248.14万 | 0.41% | 129,677 | -4,128 | -3.1% | -$39.73万 | 减仓 |
| — | TopBuild Corp. | $1,247.24万 | 0.41% | 35,180 | -604 | -1.7% | -$21.41万 | 减仓 |
| NU | Nu Holdings Ltd. Class A | $1,218.00万 | 0.40% | 911,678 | 27,431 | 3.1% | $36.65万 | 加仓 |
| MAS | Masco Corporation | $1,156.90万 | 0.38% | 142,178 | -2,325 | -1.6% | -$18.92万 | 减仓 |
| VLO | Valero Energy Corporation | $1,047.36万 | 0.35% | 40,215 | -517 | -1.3% | -$13.46万 | 减仓 |
| L | Loews Corporation | $1,046.42万 | 0.35% | 92,432 | -2,922 | -3.1% | -$33.08万 | 减仓 |
| MBI | MBIA Inc. | $1,010.12万 | 0.34% | 1,549,265 | -35,648 | -2.2% | -$23.24万 | 减仓 |
| CPA | Copa Holdings, S.A. Class A | $982.98万 | 0.33% | 63,186 | -1,692 | -2.6% | -$26.32万 | 减仓 |
| STNG | Scorpio Tankers Inc. | $933.71万 | 0.31% | 134,813 | -38,891 | -22.4% | -$269.36万 | 减仓 |
| PYPL | PayPal Holdings, Inc. | $872.45万 | 0.29% | 202,050 | -6,376 | -3.1% | -$27.53万 | 减仓 |
| CRH | CRH Plc | $869.88万 | 0.29% | 81,297 | -1,433 | -1.7% | -$15.33万 | 减仓 |
| PSX | Phillips 66 | $860.87万 | 0.29% | 50,924 | -658 | -1.3% | -$11.12万 | 减仓 |
| FCFS | FirstCash Holdings, Inc. | $847.04万 | 0.28% | 39,157 | -1,249 | -3.1% | -$27.02万 | 减仓 |
| WTW | Willis Towers Watson Public Limited Company | $828.05万 | 0.28% | 31,681 | -546 | -1.7% | -$14.27万 | 减仓 |
| FNKO | Funko, Inc. Class A | $810.61万 | 0.27% | 1,378,584 | -25,630 | -1.8% | -$15.07万 | 减仓 |
| PM | Philip Morris International Inc. | $794.86万 | 0.26% | 43,937 | -863 | -1.9% | -$15.61万 | 减仓 |
| FWONK | Liberty Media Corp. Series C Liberty Formula One | $742.30万 | 0.25% | 78,022 | -1,316 | -1.7% | -$12.52万 | 减仓 |
| V | Visa Inc. Class A | $742.17万 | 0.25% | 21,632 | -692 | -3.1% | -$23.74万 | 减仓 |
| TRUP | Trupanion Inc | $740.86万 | 0.25% | 299,096 | -3,910 | -1.3% | -$9.69万 | 减仓 |
| — | Exxon Mobil Corporation | $669.90万 | 0.22% | 48,998 | -842 | -1.7% | -$11.51万 | 减仓 |
| CVX | Chevron Corporation | $627.17万 | 0.21% | 37,836 | -656 | -1.7% | -$10.87万 | 减仓 |
| RIG | Transocean Ltd. | $558.48万 | 0.19% | 1,142,083 | -180,865 | -13.7% | -$88.44万 | 减仓 |
| CNR | Core Natural Resources Inc | $535.36万 | 0.18% | 66,903 | -1,854 | -2.7% | -$14.84万 | 减仓 |
| CTVA | Corteva Inc | $521.33万 | 0.17% | 61,557 | -24,937 | -28.8% | -$211.19万 | 减仓 |
| THO | Thor Industries, Inc. | $478.81万 | 0.16% | 63,706 | -1,090 | -1.7% | -$8.19万 | 减仓 |
| RRC | Range Resources Corporation | $457.36万 | 0.15% | 122,978 | 122,978 | — | $457.36万 | 新建仓 |
| CZR | Caesars Entertainment Inc | $414.18万 | 0.14% | 137,235 | -2,332 | -1.7% | -$7.04万 | 减仓 |
| — | Diana Shipping Inc. | $365.36万 | 0.12% | 1,739,792 | -54,614 | -3.0% | -$11.47万 | 减仓 |
| WSO | Watsco , Inc. | $290.84万 | 0.10% | 6,979 | -113 | -1.6% | -$4.71万 | 减仓 |
| EPAM | EPAM Systems, Inc. | $229.00万 | 0.08% | 28,860 | 2,036 | 7.6% | $16.16万 | 加仓 |
| BTU | Peabody Energy Corporation | $185.83万 | 0.06% | 80,375 | -2,363 | -2.9% | -$5.46万 | 减仓 |
| SIRI | Liberty Sirius Xm Holdings Inc | $84.47万 | 0.03% | 28,596 | -896 | -3.0% | -$2.65万 | 减仓 |
| — | Montauk Renewables, Inc. | $60.92万 | 0.02% | 390,517 | -6,415 | -1.6% | -$1.00万 | 减仓 |
| LLYVK | Liberty Live Holdings Inc C | $58.50万 | 0.02% | 5,538 | -173 | -3.0% | -$1.83万 | 减仓 |
| LLYVA | Liberty Live Holdings Inc A | $39.06万 | 0.01% | 3,857 | -124 | -3.1% | -$1.26万 | 减仓 |
| — | Liberty Broadband Corp. Class C | $22.74万 | 0.01% | 6,836 | -116 | -1.7% | -$3,858 | 减仓 |
| PBT | Permian Basin Royalty Trust | $0 | 0.00% | 0 | -280,292 | -100.0% | -$603.19万 | 清仓 |
| — | Diana Shipping Inc Warrant | $0 | 0.00% | 0 | -321,677 | -100.0% | -$7.08万 | 清仓 |