HOURGLASS CAPITAL, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$445.4M

Holdings

106

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (106 positions)

StockValue
NEMNEWMONT CORP
$13.6M
ORCLORACLE CORP
$13.3M
GOOGLALPHABET INC
$12.4M
PFEPFIZER INC
$12.0M
TRVCCITIGROUP INC
$11.9M
GSGOLDMAN SACHS GROUP INC
$11.5M
DWDMORGAN STANLEY
$11.3M
CSCOCISCO SYS INC
$10.8M
ABBVABBVIE INC
$9.9M
CNRCORE NATURAL RESOURCES INC
$9.8M
4I1PHILIP MORRIS INTL INC
$8.6M
SLBSCHLUMBERGER LTD
$8.2M
HDHOME DEPOT INC
$8.1M
HCAHCA HEALTHCARE INC
$8.0M
KMIKINDER MORGAN INC DEL
$7.9M
ZBHZIMMER BIOMET HOLDINGS INC
$7.9M
WMTWALMART INC
$7.8M
MAINMAIN STR CAP CORP
$7.8M
WMBWILLIAMS COS INC
$7.7M
NVDANVIDIA CORPORATION
$7.7M
BKRBAKER HUGHES COMPANY
$7.3M
AAPLAPPLE INC
$7.2M
IBMINTERNATIONAL BUSINESS MACHS
$7.0M
MSFTMICROSOFT CORP
$6.9M
AVGOBROADCOM INC
$6.9M
CVXCHEVRON CORP NEW
$6.7M
DALDELTA AIR LINES INC DEL
$6.6M
7HPHP INC
$6.4M
FCXFREEPORT-MCMORAN INC
$6.4M
NRANRG ENERGY INC
$6.3M
KHCKRAFT HEINZ CO
$6.2M
KEXKIRBY CORP
$6.2M
XOMEXXON MOBIL CORP
$6.1M
LYBLYONDELLBASELL INDUSTRIES N
$6.0M
VLOVALERO ENERGY CORP
$5.8M
LAMRLAMAR ADVERTISING CO NEW
$5.8M
TAT&T INC
$5.7M
VICIVICI PPTYS INC
$5.7M
GSKGSK PLC
$5.7M
SJMSMUCKER J M CO
$5.6M
VLYVALLEY NATL BANCORP
$5.5M
GMGENERAL MTRS CO
$5.1M
RFREGIONS FINANCIAL CORP NEW
$4.8M
BHPBHP GROUP LTD
$4.8M
MCKMCKESSON CORP
$4.7M
WOPWOODSIDE ENERGY GROUP LTD
$4.7M
QCOMQUALCOMM INC
$4.3M
DOWDOW INC
$3.8M
HPEHEWLETT PACKARD ENTERPRISE C
$3.6M
MMM3M CO
$3.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.5M
IRMIRON MTN INC DEL
$3.5M
UPSUNITED PARCEL SERVICE INC
$3.4M
CXWCORECIVIC INC
$3.3M
FHIFEDERATED HERMES INC
$3.3M
UGIUGI CORP NEW
$3.0M
MANMANPOWERGROUP INC WIS
$2.8M
LNGCHENIERE ENERGY INC
$2.8M
BACBANK AMERICA CORP
$2.7M
BACVERIZON COMMUNICATIONS INC
$2.7M
CAGCONAGRA BRANDS INC
$2.7M
CPRICAPRI HOLDINGS LIMITED
$2.7M
BIIBBIOGEN INC
$2.5M
TNLTRAVEL PLUS LEISURE CO
$2.4M
OI*O-I GLASS INC
$2.3M
FITBFIFTH THIRD BANCORP
$2.0M
FFINFIRST FINL BANKSHARES INC
$1.9M
FSLRFIRST SOLAR INC
$1.9M
CMCSACOMCAST CORP NEW
$1.9M
SYYSYSCO CORP
$1.8M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.7M
VTIVANGUARD INDEX FDS
$1.7M
JNJJOHNSON & JOHNSON
$1.7M
XLKSELECT SECTOR SPDR TR
$1.6M
SDYSPDR SERIES TRUST
$1.4M
ABTABBOTT LABS
$1.3M
QC10FLAGSTAR FINANCIAL INC
$1.3M
TAPMOLSON COORS BEVERAGE CO
$1.3M
DHID R HORTON INC
$1.2M
JPMJPMORGAN CHASE & CO.
$1.1M
MOSMOSAIC CO NEW
$975K
LINLINDE PLC
$951K
ETNEATON CORP PLC
$898K
SPYSPDR S&P 500 ETF TR
$652K
CLFCLEVELAND-CLIFFS INC NEW
$549K
RTXRTX CORPORATION
$502K
LMTLOCKHEED MARTIN CORP
$499K
XLCSELECT SECTOR SPDR TR
$473K
GOOGALPHABET INC
$401K
ROSTROSS STORES INC
$396K
MPCMARATHON PETE CORP
$385K
AMGNAMGEN INC
$380K
CATCATERPILLAR INC
$356K
COSTCOSTCO WHSL CORP NEW
$339K
NVONOVO-NORDISK A S
$316K
OEFISHARES TR
$316K
GDGENERAL DYNAMICS CORP
$313K
PGPROCTER AND GAMBLE CO
$307K
CLCOLGATE PALMOLIVE CO
$296K
LHLABCORP HOLDINGS INC
$287K
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