HoldingsChannel.com
Hosking Partners LLP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Amazon.com Inc. 117,219 -5,694 $228,544
     AMZN117,219-5,694$228,544
Bank of America Corp 6,971,792 +15,985 $148,011
     BAC6,971,792+15,985$148,011
Costco Wholesale Corporation 464,314 -14,822 $132,390
     COST464,314-14,822$132,390
Alphabet Inc. Class C 98,069 -3,138 $114,036
     GOOG98,069-3,138$114,036
PayPal Holdings Inc 872,900 -113,614 $83,571
     PYPL872,900-113,614$83,571
Citigroup Inc. 1,977,052 -64,417 $83,273
     C1,977,052-64,417$83,273
Taiwan Semiconductor Manufacturing Co. Ltd. Spons 1,531,995 -49,738 $73,214
     TSM1,531,995-49,738$73,214
CBRE Group Inc. Class A 1,898,302 -60,101 $71,585
     CBRE1,898,302-60,101$71,585
Booking Holdings Inc. 48,153 +5,083 $64,781
     BKNG48,153+5,083$64,781
Berkshire Hathaway Inc. Class B      $62,657
     BRK.B342,704-10,661$62,657
American Express Company 671,690 +59,411 $57,503
     AXP671,690+59,411$57,503
JD.com Inc. Sponsored ADR Class A 1,393,298 -44,015 $56,429
     JD1,393,298-44,015$56,429
Wells Fargo & Company 1,940,282 +708,094 $55,686
     WFC1,940,282+708,094$55,686
Microsoft Corporation 300,793 -26,360 $47,438
     MSFT300,793-26,360$47,438
Delta Air Lines Inc. 1,658,274 -51,476 $47,311
     DAL1,658,274-51,476$47,311
American Airlines Group Inc. 3,761,030 +842,703 $45,847
     AAL3,761,030+842,703$45,847
Micron Technology Inc. 1,039,268 -73,125 $43,712
     MU1,039,268-73,125$43,712
Kroger Co. 1,237,579 -38,030 $37,276
     KR1,237,579-38,030$37,276
Alibaba Group Holding Ltd. Sponsored ADR 180,923 -5,825 $35,186
     BABA180,923-5,825$35,186
American International Group Inc.      $34,664
     AIG1,313,208-39,832$31,845
     AIG.WT3,524,198-111,860$2,819
NetEase Inc. Sponsored ADR 102,466 -3,294 $32,887
     NTES102,466-3,294$32,887
Walt Disney Company 338,631 +166,206 $32,712
     DIS338,631+166,206$32,712
Sherwin Williams Company 69,902 -2,385 $32,121
     SHW69,902-2,385$32,121
Bio Rad Laboratories Inc. Class A 88,224 -2,977 $30,928
     BIO88,224-2,977$30,928
DHT Holdings Inc. 3,736,933 +670,684 $28,662
     DHT3,736,933+670,684$28,662
Tractor Supply Company 337,149 -102,387 $28,506
     TSCO337,149-102,387$28,506
Ryanair Holdings Plc Sponsored ADR 527,350 -18,159 $27,997
     RYAAY527,350-18,159$27,997
EPAM Systems Inc. 144,524 -4,645 $26,832
     EPAM144,524-4,645$26,832
Walmart Inc. 234,955 -28,190 $26,696
     WMT234,955-28,190$26,696
Willis Towers Watson Public Limited Company 155,947 -4,579 $26,488
     WLTW155,947-4,579$26,488
Union Pacific Corporation 172,419 -5,365 $24,318
     UNP172,419-5,365$24,318
Capital One Financial Corporation 473,662 -14,577 $23,882
     COF473,662-14,577$23,882
Scorpio Tankers Inc. 1,231,237 +119,765 $23,541
     STNG1,231,237+119,765$23,541
Anthem Inc. 99,736 -3,246 $22,644
     ANTM99,736-3,246$22,644
Activision Blizzard Inc. 378,471 -11,957 $22,511
     ATVI378,471-11,957$22,511
Vipshop Holdings Ltd Sponsored ADR 1,354,773 -40,763 $21,107
     VIPS1,354,773-40,763$21,107
MGM Resorts International 1,775,728 -57,826 $20,954
     MGM1,775,728-57,826$20,954
JPMorgan Chase & Co. 218,780 -147,485 $19,697
     JPM218,780-147,485$19,697
Synchrony Financial 1,192,070 -38,706 $19,180
     SYF1,192,070-38,706$19,180
Markel Corporation 20,119 -645 $18,668
     MKL20,119-645$18,668
Seagate Technology PLC 359,413 -10,531 $17,539
     STX359,413-10,531$17,539
KLA Corporation 121,210 -3,867 $17,423
     KLAC121,210-3,867$17,423
MBIA Inc. 2,412,383 -917,908 $17,224
     MBI2,412,383-917,908$17,224
Garmin Ltd. 218,910 -7,221 $16,409
     GRMN218,910-7,221$16,409
KKR & Co. Inc. Class A 689,708 -23,316 $16,187
     KKR689,708-23,316$16,187
Cemex SAB de CV Sponsored ADR 7,516,609 -227,958 $15,935
     CX7,516,609-227,958$15,935
Gartner Inc. 159,754 -5,258 $15,907
     IT159,754-5,258$15,907
Lazard Ltd Class A 670,734 -164,247 $15,802
     LAZ670,734-164,247$15,802
Yandex NV Class A 460,403 -14,636 $15,677
     YNDX460,403-14,636$15,677
PNC Financial Services Group Inc. 163,744 -5,101 $15,674
     PNC163,744-5,101$15,674

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 03/31/2020: $2,862,415
At 12/31/2019: $4,118,359

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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