Hosking Partners LLP
LONDON X0 · SEC CIK 0001650135
$27.92亿2026Q1 申报市值
99持仓数
31.1%前十大占比 · 第一大 4.9%
3 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VLO 新建仓+$1,006.41万
MPC 加仓+$998.57万
CPNG 加仓+$995.64万
PSX 新建仓+$939.72万
LYB 加仓+$887.86万
2026Q1 卖出最多 按季末市值估算
CX 清仓-$5,505.38万
MU 减仓-$4,397.66万
RYAAY 清仓-$3,499.02万
GLW 减仓-$1,500.28万
GOOG 减仓-$1,382.06万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| NE | Noble Corporation PLC Class A | $5,161.67万 | 1.85% | 1,051,899 | -88,429 | -7.8% | -$433.92万 | 减仓 |
| BKNG | Booking Holdings Inc. | $5,518.89万 | 1.98% | 13,108 | -82 | -0.6% | -$34.52万 | 减仓 |
| TDW | Tidewater Inc | $5,534.54万 | 1.98% | 662,422 | 11,637 | 1.8% | $97.23万 | 加仓 |
| COST | Costco Wholesale Corporation | $6,035.87万 | 2.16% | 60,575 | -6,543 | -9.7% | -$651.96万 | 减仓 |
| HCC | Warrior Met Coal, Inc. | $6,118.30万 | 2.19% | 656,822 | -10,816 | -1.6% | -$100.75万 | 减仓 |
| DHT | DHT Holdings, Inc. | $6,415.72万 | 2.30% | 3,511,617 | -81,458 | -2.3% | -$148.82万 | 减仓 |
| AXP | American Express Company | $6,561.21万 | 2.35% | 216,914 | -10,070 | -4.4% | -$304.60万 | 减仓 |
| AIG | American International Group, Inc. | $6,620.32万 | 2.37% | 879,777 | -110,451 | -11.2% | -$831.14万 | 减仓 |
| CBRE | CBRE Group, Inc. Class A | $6,644.07万 | 2.38% | 490,482 | -70,382 | -12.5% | -$953.39万 | 减仓 |
| LYB | LyondellBasell Industries NV | $6,953.25万 | 2.49% | 863,114 | 110,211 | 14.6% | $887.86万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $7,342.59万 | 2.63% | 153,226 | -2,855 | -1.8% | -$136.81万 | 减仓 |
| AMZN | Amazon.com, Inc. | $7,904.62万 | 2.83% | 379,537 | -44,465 | -10.5% | -$926.07万 | 减仓 |
| IBKR | Interactive Brokers Group, Inc. Class A | $8,016.79万 | 2.87% | 1,195,287 | -69,061 | -5.5% | -$463.19万 | 减仓 |
| FCX | Freeport-McMoRan, Inc. | $8,466.68万 | 3.03% | 1,440,402 | -141,024 | -8.9% | -$828.94万 | 减仓 |
| MU | Micron Technology, Inc. | $8,492.99万 | 3.04% | 251,391 | -130,170 | -34.1% | -$4,397.66万 | 减仓 |
| C | Citigroup Inc. | $1.28亿 | 4.58% | 1,126,749 | -95,997 | -7.9% | -$1,088.70万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $1.37亿 | 4.91% | 477,461 | -48,179 | -9.2% | -$1,382.06万 | 减仓 |