Hosking Partners LLP

LONDON, X0 · CIK 1650135 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 2014 · limited liability partnership

Assets managed$7.0bn
Staff28 · 5 in investment roles
Main clients (by assets)Pension plans 86%, Private funds 14%
Private funds1 · $57.9m gross assets
Websitehoskingpartners.com
Form ADV · 2026-04-28SEC adviser record

Legal entityHOSKING PARTNERS LLP (GB)

Kindinstitutions, futures, FCA fund manager
Others nearbyLondon

As an employer

Offices in1 country
Private fundsother private 1

In the UK

FCA-authorised companies1
Manages investmentsyes
Runs fundsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
HOSKING PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals	London			Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$3.0bn reported value +7.7% vs Q1 2026

98positions

34.8%in top 10

1 new 11 added 86 reduced 2 sold out vs Q1 2026

Also in the report of:

Russell Investments Group, Ltd. – $105.6m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	192,446	$222.1m7.38%	7.38%	Reduced -58.9k	-58,945 -23.4%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	428,454	$151.4m5.03%	5.03%	Reduced -49.0k	-49,007 -10.3%
3	CITIGROUP INC COM NEW C	C	1,026,006	$143.6m4.77%	4.77%	Reduced -100.7k	-100,743 -8.9%
4	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	1,061,140	$92.4m3.07%	3.07%	Reduced -134.1k	-134,147 -11.2%
5	FREEPORT-MCMORAN INC CL B FCX	FCX	1,358,971	$85.5m2.84%	2.84%	Reduced -81.4k	-81,431 -5.7%
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	150,263	$75.2m2.50%	2.50%	Reduced -3.0k	-2,963 -1.9%
7	CORNING INC COM GLW	GLW	280,442	$71.6m2.38%	2.38%	Reduced -59.8k	-59,755 -17.6%
8	AMERICAN EXPRESS CO COM AXP	AXP	210,141	$71.1m2.36%	2.36%	Reduced -6.8k	-6,773 -3.1%
9	BOOKING HOLDINGS INC COM BKNG	BKNG	373,795	$66.6m2.21%	2.21%	Added +46.1k	+46,095 14.1%
10	CBRE GROUP INC CL A CBRE	CBRE	492,329	$66.3m2.20%	2.20%	Added +1.8k	+1,847 0.4%
11	AMERICAN INTL GROUP INC COM NEW AIG	AIG	826,142	$61.6m2.05%	2.05%	Reduced -53.6k	-53,635 -6.1%
12	AMAZON COM INC COM AMZN	AMZN	244,346	$58.2m1.94%	1.94%	Reduced -135.2k	-135,191 -35.6%
13	ELEVANCE HEALTH INC COM ELV	ELV	150,011	$58.0m1.93%	1.93%	Reduced -2.4k	-2,429 -1.6%
14	COSTCO WHSL CORP NEW COM COST	COST	58,728	$54.9m1.83%	1.83%	Reduced -1.8k	-1,847 -3.0%
15	SYNCHRONY FINANCIAL COM SYF	SYF	702,325	$53.4m1.78%	1.78%	Reduced -18.9k	-18,870 -2.6%
16	MARATHON PETE CORP COM MPC	MPC	206,846	$52.9m1.76%	1.76%	Reduced -3.4k	-3,427 -1.6%
17	BANK AMERICA CORP COM BAC	BAC	918,075	$52.3m1.74%	1.74%	Reduced -29.6k	-29,646 -3.1%
18	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	53,855	$52.0m1.73%	1.73%	Reduced -17.5k	-17,491 -24.5%
19	DHT HOLDINGS INC SHS NEW DHT	DHT	3,118,435	$51.5m1.71%	1.71%	Reduced -393.2k	-393,182 -11.2%
20	WARRIOR MET COAL INC COM HCC	HCC	634,480	$51.5m1.71%	1.71%	Reduced -22.3k	-22,342 -3.4%
21	CAPITAL ONE FINL CORP COM COF	COF	255,208	$51.2m1.70%	1.70%	Reduced -7.1k	-7,104 -2.7%
22	DELTA AIR LINES INC DEL COM NEW DAL	DAL	522,169	$48.9m1.63%	1.63%	Reduced -22.8k	-22,783 -4.2%
23	INTERNATIONAL SEAWAYS INC COM INSW	INSW	608,569	$46.6m1.55%	1.55%	Reduced -78.3k	-78,283 -11.4%
24	BROADCOM INC COM AVGO	AVGO	115,572	$43.7m1.45%	1.45%	Reduced -3.9k	-3,885 -3.2%
25	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	820,140	$43.2m1.44%	1.44%	Reduced -43.0k	-42,974 -5.0%
26	TIDEWATER INC NEW COM TDW	TDW	609,611	$40.6m1.35%	1.35%	Reduced -52.8k	-52,811 -8.0%
27	WELLS FARGO CO NEW COM WFC	WFC	478,415	$39.5m1.31%	1.31%	Reduced -11.5k	-11,541 -2.4%
28	MORGAN STANLEY COM NEW MS	MS	188,286	$39.4m1.31%	1.31%	Reduced -3.2k	-3,231 -1.7%
29	NOBLE CORP PLC ORD SHS A NE	NE	1,000,121	$37.3m1.24%	1.24%	Reduced -51.8k	-51,778 -4.9%
30	LAM RESEARCH CORP COM NEW LRCX	LRCX	85,010	$36.8m1.22%	1.22%	Reduced -22.0k	-21,960 -20.5%
31	COUPANG INC CL A CPNG	CPNG	1,991,777	$34.6m1.15%	1.15%	Added +649.4k	+649,366 48.4%
32	MGM RESORTS INTERNATIONAL COM MGM	MGM	710,946	$34.0m1.13%	1.13%	Reduced -22.9k	-22,916 -3.1%
33	STEEL DYNAMICS INC COM STLD	STLD	148,084	$34.0m1.13%	1.13%	Reduced -15.5k	-15,455 -9.4%
34	JPMORGAN CHASE & CO COM JPM	JPM	102,010	$33.4m1.11%	1.11%	Reduced -1.6k	-1,635 -1.6%
35	FERROGLOBE PLC SHS GSM	GSM	10,230,131	$32.5m1.08%	1.08%	Reduced -1.3m	-1,331,057 -11.5%
36	LOUISIANA PAC CORP COM LPX	LPX	399,850	$31.5m1.05%	1.05%	Added +218.4k	+218,414 120.4%
37	MILLICOM INTL CELLULAR S A COM STK TIGO	TIGO	342,311	$31.1m1.03%	1.03%	Reduced -9.2k	-9,171 -2.6%
38	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	331,151	$30.2m1.00%	1.00%	Added +28.5k	+28,534 9.4%
39	CREDICORP LTD COM BAP	BAP	75,986	$29.6m0.98%	0.98%	Reduced -2.0k	-2,029 -2.6%
40	BIO RAD LABS INC CL A BIO	BIO	94,430	$27.7m0.92%	0.92%	Added +25.4k	+25,421 36.8%
41	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	488,108	$27.4m0.91%	0.91%	Reduced -9.9k	-9,929 -2.0%
42	SEADRILL LTD COM SDRL	SDRL	704,515	$26.6m0.89%	0.89%	Reduced -78.4k	-78,429 -10.0%
43	CONOCOPHILLIPS COM COP	COP	256,273	$26.6m0.89%	0.89%	Reduced -7.3k	-7,293 -2.8%
44	SCHWAB CHARLES CORP COM SCHW	SCHW	275,090	$25.4m0.84%	0.84%	Reduced -8.8k	-8,823 -3.1%
45	JEFFERIES FINL GROUP INC COM JEF	JEF	503,811	$25.2m0.84%	0.84%	Reduced -11.8k	-11,843 -2.3%
46	HIMALAYA SHIPPING LTD ORD SHS HSHP	HSHP	1,829,186	$24.4m0.81%	0.81%	Reduced -48.9k	-48,888 -2.6%
47	ALCOA CORP COM AA	AA	461,239	$24.0m0.80%	0.80%	Reduced -55.6k	-55,641 -10.8%
48	CITIZENS FINL GROUP INC COM CFG	CFG	299,852	$21.0m0.70%	0.70%	Reduced -9.6k	-9,641 -3.1%
49	CENOVUS ENERGY INC COM CVE	CVE	795,192	$19.7m0.66%	0.66%	Reduced -20.9k	-20,853 -2.6%
50	GOLAR LNG LTD SHS GLNG	GLNG	386,768	$19.3m0.64%	0.64%	Reduced -10.3k	-10,263 -2.6%
51	APPLIED MATLS INC COM AMAT	AMAT	25,682	$18.6m0.62%	0.62%	Reduced -5.7k	-5,720 -18.2%
52	VALARIS LTD CL A VAL	VAL	255,160	$18.5m0.62%	0.62%	Reduced -28.0k	-28,049 -9.9%
53	AMERICAN AIRLS GROUP INC COM AAL	AAL	1,000,274	$18.1m0.60%	0.60%	Added +91.6k	+91,631 10.1%
54	QUAKER HOUGHTON COM KWR	KWR	112,605	$17.9m0.59%	0.59%	Reduced -2.1k	-2,064 -1.8%
55	OCCIDENTAL PETE CORP COM OXY	OXY	359,997	$17.5m0.58%	0.58%	Reduced -208.4k	-208,397 -36.7%
56	QUALCOMM INC COM QCOM	QCOM	92,349	$17.1m0.57%	0.57%	Added +6.9k	+6,945 8.1%
57	UNION PAC CORP COM UNP	UNP	60,370	$16.4m0.55%	0.55%	Reduced -1.9k	-1,916 -3.1%
58	ARLO TECHNOLOGIES INC COM ARLO	ARLO	1,186,439	$16.0m0.53%	0.53%	Added +26.7k	+26,658 2.3%
59	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	34,739	$15.2m0.51%	0.51%	Reduced -464	-464 -1.3%
60	LESAKA TECHNOLOGIES INC COM NEW LSAK	LSAK	2,724,153	$13.5m0.45%	0.45%	Reduced -48.5k	-48,509 -1.8%
61	KROGER CO COM KR	KR	234,520	$13.0m0.43%	0.43%	Reduced -7.5k	-7,481 -3.1%
62	ALPHA METALLURGICAL RESOUR I COM AMR	AMR	77,658	$12.8m0.43%	0.43%	Reduced -1.1k	-1,131 -1.4%
63	DISNEY WALT CO COM DIS	DIS	129,677	$12.5m0.41%	0.41%	Reduced -4.1k	-4,128 -3.1%
64	TOPBUILD CORP COM BLD	BLD	35,180	$12.5m0.41%	0.41%	Reduced -604	-604 -1.7%
65	NU HLDGS LTD ORD SHS CL A NU	NU	911,678	$12.2m0.40%	0.40%	Added +27.4k	+27,431 3.1%
66	MASCO CORP COM MAS	MAS	142,178	$11.6m0.38%	0.38%	Reduced -2.3k	-2,325 -1.6%
67	VALERO ENERGY CORP COM VLO	VLO	40,215	$10.5m0.35%	0.35%	Reduced -517	-517 -1.3%
68	LOEWS CORP COM L	L	92,432	$10.5m0.35%	0.35%	Reduced -2.9k	-2,922 -3.1%
69	MBIA INC COM MBI	MBI	1,549,265	$10.1m0.34%	0.34%	Reduced -35.6k	-35,648 -2.2%
70	COPA HOLDINGS SA CL A CPA	CPA	63,186	$9.8m0.33%	0.33%	Reduced -1.7k	-1,692 -2.6%
71	SCORPIO TANKERS INC SHS STNG	STNG	134,813	$9.3m0.31%	0.31%	Reduced -38.9k	-38,891 -22.4%
72	PAYPAL HLDGS INC COM PYPL	PYPL	202,050	$8.7m0.29%	0.29%	Reduced -6.4k	-6,376 -3.1%
73	CRH PLC ORD CRH	CRH	81,297	$8.7m0.29%	0.29%	Reduced -1.4k	-1,433 -1.7%
74	PHILLIPS 66 COM PSX	PSX	50,924	$8.6m0.29%	0.29%	Reduced -658	-658 -1.3%
75	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	39,157	$8.5m0.28%	0.28%	Reduced -1.2k	-1,249 -3.1%
76	WILLIS TOWERS WATSON PLC LTD SHS WTW	WTW	31,681	$8.3m0.28%	0.28%	Reduced -546	-546 -1.7%
77	FUNKO INC COM CL A FNKO	FNKO	1,378,584	$8.1m0.27%	0.27%	Reduced -25.6k	-25,630 -1.8%
78	PHILIP MORRIS INTL INC COM PM	PM	43,937	$7.9m0.26%	0.26%	Reduced -863	-863 -1.9%
79	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	78,022	$7.4m0.25%	0.25%	Reduced -1.3k	-1,316 -1.7%
80	VISA INC COM CL A V	V	21,632	$7.4m0.25%	0.25%	Reduced -692	-692 -3.1%
81	TRUPANION INC COM TRUP	TRUP	299,096	$7.4m0.25%	0.25%	Reduced -3.9k	-3,910 -1.3%
82	EXXON MOBIL CORP COM XOM	XOM	48,998	$6.7m0.22%	0.22%	Reduced -842	-842 -1.7%
83	CHEVRON CORP NEW COM CVX	CVX	37,836	$6.3m0.21%	0.21%	Reduced -656	-656 -1.7%
84	TRANSOCEAN LTD REGISTERED SHS RIG	RIG	1,142,083	$5.6m0.19%	0.19%	Reduced -180.9k	-180,865 -13.7%
85	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	66,903	$5.4m0.18%	0.18%	Reduced -1.9k	-1,854 -2.7%
86	CORTEVA INC COM CTVA	CTVA	61,557	$5.2m0.17%	0.17%	Reduced -24.9k	-24,937 -28.8%
87	THOR INDS INC COM THO	THO	63,706	$4.8m0.16%	0.16%	Reduced -1.1k	-1,090 -1.7%
88	RANGE RES CORP COM RRC	RRC	122,978	$4.6m0.15%	0.15%	New
89	CAESARS ENTERTAINMENT INC NE COM CZR	CZR	137,235	$4.1m0.14%	0.14%	Reduced -2.3k	-2,332 -1.7%
90	DIANA SHIPPING INC COM DSX	DSX	1,739,792	$3.7m0.12%	0.12%	Reduced -54.6k	-54,614 -3.0%
91	WATSCO INC COM WSO	WSO	6,979	$2.9m0.10%	0.10%	Reduced -113	-113 -1.6%
92	EPAM SYS INC COM EPAM	EPAM	28,860	$2.3m0.08%	0.08%	Added +2.0k	+2,036 7.6%
93	PEABODY ENERGY CORP COM BTU	BTU	80,375	$1.9m0.06%	0.06%	Reduced -2.4k	-2,363 -2.9%
94	SIRIUSXM HOLDINGS INC COMMON STOCK SIRI	SIRI	28,596	$844.7k0.03%	0.03%	Reduced -896	-896 -3.0%
95	MONTAUK RENEWABLES INC COM MNTK	MNTK	390,517	$609.2k0.02%	0.02%	Reduced -6.4k	-6,415 -1.6%
96	LIBERTY LIVE HOLDINGS INC COM SHS SER C LLYVK	LLYVK	5,538	$585.0k0.02%	0.02%	Reduced -173	-173 -3.0%
97	LIBERTY LIVE HOLDINGS INC COM SER A LLYVA	LLYVA	3,857	$390.6k0.01%	0.01%	Reduced -124	-124 -3.1%
98	LIBERTY BROADBAND CORP COM SER C LBRDK	LBRDK	6,836	$227.4k0.01%	0.01%	Reduced -116	-116 -1.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PERMIAN BASIN RTY TR PBT	PBT	280,292	$6.0m280.3k shares
DIANA SHIPPING INC DSX.WS	DSX.WS	321,677	$70.8k321.7k shares