HoldingsChannel.com
Hosking Partners LLP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Bank of America Corp 6,955,807 -267,618 $244,984
     BAC6,955,807-267,618$244,984
Amazon.com Inc. 122,913 -6,233 $227,124
     AMZN122,913-6,233$227,124
Citigroup Inc. 2,041,469 -78,304 $163,093
     C2,041,469-78,304$163,093
Costco Wholesale Corporation 479,136 -18,253 $140,828
     COST479,136-18,253$140,828
Alphabet Inc. Class C 101,207 -3,908 $135,316
     GOOG101,207-3,908$135,316
CBRE Group Inc. Class A 1,958,403 -74,965 $120,031
     CBRE1,958,403-74,965$120,031
American International Group Inc.      $106,831
     AIG1,353,040-52,048$69,452
     AIG.WT3,636,058-136,221$37,379
PayPal Holdings Inc 986,514 -61,294 $106,711
     PYPL986,514-61,294$106,711
Delta Air Lines Inc. 1,709,750 -65,766 $99,986
     DAL1,709,750-65,766$99,986
Taiwan Semiconductor Manufacturing Co. Ltd. Spons 1,581,733 -60,198 $91,899
     TSM1,581,733-60,198$91,899
Booking Holdings Inc. 43,070 -1,647 $88,454
     BKNG43,070-1,647$88,454
American Airlines Group Inc. 2,918,327 +247,943 $83,698
     AAL2,918,327+247,943$83,698
Berkshire Hathaway Inc. Class B      $80,037
     BRK.B353,365-13,562$80,037
American Express Company 612,279 +2,742 $76,223
     AXP612,279+2,742$76,223
Wells Fargo & Company 1,232,188 -47,282 $66,292
     WFC1,232,188-47,282$66,292
MGM Resorts International 1,833,554 -70,218 $61,002
     MGM1,833,554-70,218$61,002
Micron Technology Inc. 1,112,393 -42,582 $59,824
     MU1,112,393-42,582$59,824
Microsoft Corporation 327,153 -12,354 $51,592
     MSFT327,153-12,354$51,592
JPMorgan Chase & Co. 366,265 -14,057 $51,057
     JPM366,265-14,057$51,057
JD.com Inc. Sponsored ADR Class A 1,437,313 -55,428 $50,637
     JD1,437,313-55,428$50,637
Capital One Financial Corporation 488,239 -18,719 $50,245
     COF488,239-18,719$50,245
Ryanair Holdings Plc Sponsored ADR 545,509 -12,595 $47,792
     RYAAY545,509-12,595$47,792
Synchrony Financial 1,230,776 -46,995 $44,320
     SYF1,230,776-46,995$44,320
Scorpio Tankers Inc. 1,111,472 -21,224 $43,725
     STNG1,111,472-21,224$43,725
Sherwin Williams Company 72,287 -2,761 $42,182
     SHW72,287-2,761$42,182
Tractor Supply Company 439,536 -16,793 $41,070
     TSCO439,536-16,793$41,070
Alibaba Group Holding Ltd. Sponsored ADR 186,748 +34,592 $39,609
     BABA186,748+34,592$39,609
Citizens Financial Group Inc. 947,714 -35,969 $38,487
     CFG947,714-35,969$38,487
Kroger Co. 1,275,609 -49,151 $36,980
     KR1,275,609-49,151$36,980
Bio Rad Laboratories Inc. Class A 91,201 -3,673 $33,747
     BIO91,201-3,673$33,747
Lazard Ltd Class A 834,981 -31,673 $33,366
     LAZ834,981-31,673$33,366
NetEase Inc. Sponsored ADR 105,760 -4,074 $32,430
     NTES105,760-4,074$32,430
Willis Towers Watson Public Limited Company 160,526 -6,173 $32,417
     WLTW160,526-6,173$32,417
Union Pacific Corporation 177,784 -6,821 $32,142
     UNP177,784-6,821$32,142
EPAM Systems Inc. 149,169 -61,772 $31,648
     EPAM149,169-61,772$31,648
Walmart Inc. 263,145 -10,224 $31,272
     WMT263,145-10,224$31,272
Anthem Inc. 102,982 -3,988 $31,104
     ANTM102,982-3,988$31,104
MBIA Inc. 3,330,291 -227,783 $30,972
     MBI3,330,291-227,783$30,972
Cemex SAB de CV Sponsored ADR 7,744,567 -296,968 $29,274
     CX7,744,567-296,968$29,274
United Airlines Holdings Inc. 306,758 -11,813 $27,022
     UAL306,758-11,813$27,022
PNC Financial Services Group Inc. 168,845 -6,502 $26,953
     PNC168,845-6,502$26,953
Gartner Inc. 165,012 -6,214 $25,428
     IT165,012-6,214$25,428
DHT Holdings Inc. 3,066,249 -118,623 $25,389
     DHT3,066,249-118,623$25,389
Walt Disney Company 172,425 -6,617 $24,938
     DIS172,425-6,617$24,938
Petroleo Brasileiro SA Sponsored ADR 1,558,303 -59,400 $24,839
     PBR1,558,303-59,400$24,839
Liberty Global Plc Class C 1,096,695 -41,916 $23,902
     LBTYK1,096,695-41,916$23,902
Markel Corporation 20,764 +2,512 $23,737
     MKL20,764+2,512$23,737
Liberty Global Plc Class A 1,039,484 -39,817 $23,638
     LBTYA1,039,484-39,817$23,638
Activision Blizzard Inc. 390,428 -15,022 $23,199
     ATVI390,428-15,022$23,199
KLA Corporation 125,077 -4,812 $22,285
     KLAC125,077-4,812$22,285

See Full List: All Stocks Held By Hosking Partners LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Hosking Partners LLP

Size ($ in 1000's)
At 12/31/2019: $4,118,359
At 09/30/2019: $3,858,396

Hosking Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hosking Partners LLP 13F filings. Link to 13F filings: SEC filings

Hosking Partners LLP Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.