Hosking Partners LLP has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held by the firm as of September 30, 2026. The filing lists 102 separate positions held by the firm.
The portfolio includes a diverse mix of large-cap and mid-cap companies across various sectors. Notable holdings in the filing include significant stakes in Ferroglobe PLC, with 8,374,924 shares; Coupang Inc., with 2,070,895 shares; and DHT Holdings, Inc., with 2,807,780 shares. Other major positions include Cenovus Energy Inc. with 722,235 shares, Delta Air Lines, Inc. with 464,629 shares, and Freeport-McMoRan, Inc. with 1,251,100 shares.
The filing also lists a large number of individual positions, including Alphabet Inc. Class C Common Stocks (394,738 shares), Amazon.com, Inc. (229,053 shares), and American Airlines Group Inc. (933,294 shares). Smaller positions are also disclosed, such as Liberty Live Holdings Inc A Common Stocks (3,608 shares) and Liberty Sirius Xm Holdings Inc Common Stocks (26,774 shares).
All positions listed in the filing are reported as sole voting rights, with no shared voting or dispositive rights indicated for the listed securities.
