Hosking Partners LLP Q3 2016 Filing

Filed November 3, 2016

Portfolio Value

$3.0T

Holdings

160

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
101
TWTRUSDTWITTER, INC.
271,695$6.3B0.21%
102
HBANHuntington Bancshares Incorporated
626,734$6.2B0.21%
103
BACVerizon Communications Inc.
114,449$5.9B0.20%
104
BYDBoyd Gaming Corporation
298,763$5.9B0.20%
105
WRKUSDWESTROCK CO.
117,480$5.7B0.19%
106
TXNTEXAS INSTRUMENTS INCORPORATED
80,574$5.7B0.19%
107
Tesoro Corporation
71,055$5.7B0.19%
108
CUCAAvis Budget Group, Inc.
164,251$5.6B0.19%
109
USG Corporation
209,826$5.4B0.18%
110
VIPSVIPSHOP HOLDINGS LTD SPONSORED ADR
366,972$5.4B0.18%
111
LTRPAUSDLiberty TripAdvisor Holdings Inc Class A
246,001$5.4B0.18%
112
PZZAPAPA JOHN`S INTERNATIONAL, INC.
67,480$5.3B0.18%
113
LYBLYONDELLBASELL INDUSTRIES NV
65,662$5.3B0.18%
114
JPMJPMORGAN CHASE & CO WARRANTS 2009-28.10.18 ON SHS
203,725$5.0B0.17%
115
7HPHP Inc
295,946$4.6B0.15%
116
FIRSTCASH INC.
97,149$4.6B0.15%
117
THD*ISHARES MSCI THAILAND CAPPED ETF
62,150$4.6B0.15%
118
CTRPUSDCTRIP.COM INTERNATIONAL LTD. SPONSORED ADR
97,883$4.6B0.15%
119
PSMTPriceSmart, Inc.
54,144$4.5B0.15%
120
WHRWHIRLPOOL CORPORATION
25,726$4.2B0.14%
121
POPEYES LOUISIANA KITCHEN, INC.
74,220$3.9B0.13%
122
MOSMOSAIC COMPANY
159,319$3.9B0.13%
123
Liberty Interactive Corporation Ventures Series A
96,804$3.9B0.13%
124
RYAAYRyanair Holdings Plc Sponsored ADR
51,318$3.9B0.13%
125
WSMWILLIAMS-SONOMA, INC.
74,540$3.8B0.13%
126
CSCOCisco Systems, Inc.
119,888$3.8B0.13%
127
HOGHARLEY-DAVIDSON, INC.
71,781$3.8B0.13%
128
LPXLouisiana-Pacific Corporation
198,244$3.7B0.13%
129
MCOMoodys Corporation
33,348$3.6B0.12%
130
AMXNAmerica Movil SAB de CV Sponsored ADR Class L
302,894$3.5B0.12%
131
COTYCoty Inc. Class A
141,080$3.3B0.11%
132
CAPITAL ONE FINANCIAL CORP WARRANTS 2009-14.
107,958$3.3B0.11%
133
GLWCORNING INCORPORATED
138,776$3.3B0.11%
134
FCXFREEPORT-MCMORAN, INC.
292,263$3.2B0.11%
135
WELLS FARGO & CO WARRANTS 2010-28.10.18 ON SHS
251,585$3.1B0.11%
136
CFCF Industries Holdings, Inc.
126,566$3.1B0.10%
137
THOTHOR INDUSTRIES, INC.
33,729$2.9B0.10%
138
EWYISHARES MSCI SOUTH KOREA CAP ETF
48,751$2.8B0.09%
139
NIHDEURNII HOLDINGS, INC ORD SHARES
835,945$2.8B0.09%
140
HALHalliburton Company
56,406$2.5B0.08%
141
FLRFluor Corporation
45,391$2.3B0.08%
142
TUR*ISHARES MSCI TURKEY ETF
60,349$2.3B0.08%
143
GSMFERROGLOBE PLC
241,782$2.2B0.07%
144
INTERVAL LEISURE GROUP INC.
121,746$2.1B0.07%
145
Hertz Global Holdings
49,480$2.0B0.07%
146
WBAWalgreens Boots Alliance Inc
24,411$2.0B0.07%
147
LSAKNET 1 UEPS TECHNOLOGIES, INC.
228,861$2.0B0.07%
148
Leucadia National Corporation
99,538$1.9B0.06%
149
FWONALiberty Media Corp - C
49,956$1.4B0.05%
150
STRZStarz Inc Class A
38,426$1.2B0.04%
151
BLDTOPBUILD CORP.
34,995$1.2B0.04%
152
LM05Liberty Media Corp - A
39,075$1.1B0.04%
153
NGVTINGEVITY CORP
19,994$922.0M0.03%
154
Tronc Inc
43,136$728.0M0.02%
155
FNMAFederal National Mortgage Association
383,390$648.0M0.02%
156
BATRKUSDLiberty Braves Group - Class C
36,959$642.0M0.02%
157
iHeartMedia, Inc. Class A
439,344$637.0M0.02%
158
HRIHerc Holdings Inc
16,428$554.0M0.02%
159
COMMERCEHUB INC-SERIES C
20,108$320.0M0.01%
160
BATRAUSDLiberty Braves Group - Class A
14,652$256.0M0.01%
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