HoldingsChannel.com
Hosking Partners LLP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Amazon.com Inc. 135,415 -4,653 $256,426
     AMZN135,415-4,653$256,426
Bank of America Corp 7,590,019 -53,815 $220,111
     BAC7,590,019-53,815$220,111
Citigroup Inc. 2,223,807 -16,541 $155,733
     C2,223,807-16,541$155,733
Costco Wholesale Corporation 521,945 -3,334 $137,929
     COST521,945-3,334$137,929
PayPal Holdings Inc 1,129,244 -71,748 $129,253
     PYPL1,129,244-71,748$129,253
American International Group Inc.      $127,164
     AIG1,473,558-10,219$78,511
     AIG.WT3,971,643-19,005$48,653
Alphabet Inc. Class C 113,577 -756 $122,767
     GOOG113,577-756$122,767
CBRE Group Inc. Class A 2,132,717 -14,734 $109,408
     CBRE2,132,717-14,734$109,408
Delta Air Lines Inc. 1,862,345 -13,535 $105,688
     DAL1,862,345-13,535$105,688
American Airlines Group Inc. 2,802,050 +498,006 $91,375
     AAL2,802,050+498,006$91,375
Booking Holdings Inc. 46,915 -343 $87,952
     BKNG46,915-343$87,952
Berkshire Hathaway Inc. Class B      $82,103
     BRK.B385,151-2,761$82,103
American Express Company 551,393 -3,835 $68,064
     AXP551,393-3,835$68,064
Taiwan Semiconductor Manufacturing Co. Ltd. Spons 1,721,150 -11,310 $67,417
     TSM1,721,150-11,310$67,417
Wells Fargo & Company 1,342,833 -8,849 $63,543
     WFC1,342,833-8,849$63,543
MGM Resorts International 1,997,321 -15,353 $57,063
     MGM1,997,321-15,353$57,063
Tractor Supply Company 478,623 -3,129 $52,074
     TSCO478,623-3,129$52,074
JD.com Inc. Sponsored ADR Class A 1,682,307 -13,234 $50,957
     JD1,682,307-13,234$50,957
Capital One Financial Corporation 531,743 -4,011 $48,250
     COF531,743-4,011$48,250
Microsoft Corporation 356,306 -2,145 $47,731
     MSFT356,306-2,145$47,731
Micron Technology Inc. 1,211,014 -9,615 $46,733
     MU1,211,014-9,615$46,733
Synchrony Financial 1,340,297 -9,377 $46,468
     SYF1,340,297-9,377$46,468
JPMorgan Chase & Co. 399,427 -3,038 $44,656
     JPM399,427-3,038$44,656
Peabody Energy Corporation 1,620,131 +296,801 $39,045
     BTU1,620,131+296,801$39,045
EPAM Systems Inc. 221,131 -1,592 $38,278
     EPAM221,131-1,592$38,278
Citizens Financial Group Inc. 1,031,913 -7,723 $36,488
     CFG1,031,913-7,723$36,488
Sherwin Williams Company 78,641 -427 $36,040
     SHW78,641-427$36,040
Cemex SAB de CV Sponsored ADR 8,435,971 -61,362 $35,769
     CX8,435,971-61,362$35,769
Scorpio Tankers Inc. 1,188,054 -7,806 $35,071
     STNG1,188,054-7,806$35,071
MBIA Inc. 3,733,044 -103,473 $34,755
     MBI3,733,044-103,473$34,755
Willis Towers Watson Public Limited Company 174,744 -31,027 $33,470
     WLTW174,744-31,027$33,470
Union Pacific Corporation 193,701 -51,755 $32,757
     UNP193,701-51,755$32,757
Walmart Inc. 287,044 -56,152 $31,715
     WMT287,044-56,152$31,715
Liberty Global Plc Class C 1,193,998 -7,243 $31,677
     LBTYK1,193,998-7,243$31,677
Anthem Inc. 112,239 -769 $31,675
     ANTM112,239-769$31,675
Lazard Ltd Class A 909,196 -6,450 $31,267
     LAZ909,196-6,450$31,267
Bio Rad Laboratories Inc. Class A 99,622 -727 $31,141
     BIO99,622-727$31,141
Liberty Global Plc Class A 1,131,518 -6,950 $30,540
     LBTYA1,131,518-6,950$30,540
Kroger Co. 1,390,115 -9,664 $30,179
     KR1,390,115-9,664$30,179
NetEase Inc. Sponsored ADR 115,130 -901 $29,447
     NTES115,130-901$29,447
United Continental Holdings Inc. 334,176 -2,315 $29,257
     UAL334,176-2,315$29,257
Gartner Inc. 179,696 -1,053 $28,920
     IT179,696-1,053$28,920
Ryanair Holdings Plc Sponsored ADR 434,965 +127,876 $27,899
     RYAAY434,965+127,876$27,899
iShares MSCI India ETF (INDA) 785,875 +10,713 $27,741
     INDA785,875+10,713$27,741
Petroleo Brasileiro SA Sponsored ADR 1,697,340 -28,176 $26,428
     PBR1,697,340-28,176$26,428
Walt Disney Company 187,865 +187,865 $26,233
     DIS187,865+187,865$26,233
PNC Financial Services Group Inc. 184,106 -1,342 $25,274
     PNC184,106-1,342$25,274
Altaba Inc. 348,017 -2,447 $24,142
     AABA348,017-2,447$24,142
LivaNova Plc 310,920 -1,947 $22,374
     LIVN310,920-1,947$22,374
Markel Corporation 19,123 -132 $20,836
     MKL19,123-132$20,836

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 06/30/2019: $4,100,721
At 03/31/2019: $3,950,885

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

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