Hosking Partners LLP Q1 2023 Filing

Filed May 9, 2023

Portfolio Value

$2.2T

Holdings

143

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
101
ADSKAutodesk, Inc.
17,784$3.7B0.17%
102
MOAltria Group, Inc.
80,730$3.6B0.17%
103
ADBEAdobe Incorporated
9,191$3.5B0.16%
104
CUCAAvis Budget Group, Inc.
16,118$3.1B0.15%
105
WCCWESCO International, Inc.
19,690$3.0B0.14%
106
EBAeBay Inc.
64,462$2.9B0.13%
107
CMECME Group Inc. Class A
14,399$2.8B0.13%
108
TPLTexas Pacific Land Corporation
1,616$2.7B0.13%
109
BMYBristol-Myers Squibb Company
39,641$2.7B0.13%
110
INTCIntel Corporation
80,491$2.6B0.12%
111
ADNTAdient plc
62,944$2.6B0.12%
112
DNOWNOW Inc.
222,527$2.5B0.12%
113
APAAPA Corporation
67,214$2.4B0.11%
114
RLXRLX Technology, Inc. Sponsored ADR Class A
801,717$2.3B0.11%
115
LM05Liberty Media Corp. Series A Liberty Formula One
34,224$2.3B0.11%
116
CHTRCharter Communications, Inc. Class A
5,766$2.1B0.10%
117
EWZiShares MSCI Brazil ETF
71,015$1.9B0.09%
118
7HPHP Inc.
66,169$1.9B0.09%
119
MNTKMontauk Renewables, Inc.
229,121$1.8B0.08%
120
VECOVeeco Instruments Inc.
85,068$1.8B0.08%
121
LSXMKUSDLiberty Media Corp. Series C Liberty SiriusXM
61,836$1.7B0.08%
122
HBANHuntington Bancshares Incorporated
151,080$1.7B0.08%
123
RIGTransocean Ltd.
263,563$1.7B0.08%
124
MHKMohawk Industries, Inc.
16,422$1.6B0.08%
125
VTSVitesse Energy, Inc.
82,062$1.6B0.07%
126
SMGScotts Miracle-Gro Company Class A
20,967$1.5B0.07%
127
WDCWestern Digital Corporation
38,557$1.5B0.07%
128
LBTYBLiberty Global Plc Class C
60,261$1.2B0.06%
129
HPEHewlett Packard Enterprise Co.
68,276$1.1B0.05%
130
LM03Liberty Media Corp. Series A Liberty SiriusXM
36,778$1.0B0.05%
131
HN9Hanesbrands Inc.
189,270$995.6M0.05%
132
LBRDKLiberty Broadband Corp. Class C
11,834$966.8M0.04%
133
LILALiberty Latin America Ltd. Class C
114,389$944.9M0.04%
134
RXTRackspace Technology, Inc.
487,025$915.6M0.04%
135
AWNAdvance Auto Parts, Inc.
7,234$879.7M0.04%
136
LIVNLivaNova Plc
18,050$786.6M0.04%
137
LILALiberty Latin America Ltd. Class A
84,656$703.5M0.03%
138
JXNJackson Financial Incorporation Class A
12,922$483.4M0.02%
139
NGVTIngevity Corporation
4,766$340.9M0.02%
140
LBRDALiberty Broadband Corp. Class A
2,706$222.2M0.01%
141
LUMNLumen Technologies, Inc.
62,197$164.8M0.01%
142
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
12,432$10.7M0.00%
143
NBISYandex NV Class A
263,014$3K0.00%
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