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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Jeremy Hosking – Hosking Partners LLP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
98
Portfolio value:
$3,008,232,000
Filed:
Aug 3, 2026
Style:
Global Quality Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 3, 261 new8 added23 reduced2 exited
≡MU – Micron Technology, Inc.Reduce 23.45%−58,9454.42
≡DSX/WS – Diana Shipping Inc WarrantSell−321,677−2.47
≡AMZN – Amazon.com, Inc.Reduce 35.62%−135,191−0.83
≡GLW – Corning IncReduce 17.56%−59,7550.77
≡STX – Seagate Technology Holdings PLCReduce 24.52%−17,4910.75
≡OXY – Occidental Petroleum CorporationReduce 36.66%−208,397−0.71
≡LPX – Louisiana-Pacific CorporationAdd 120.38%218,4140.58
≡TDW – Tidewater IncReduce 7.97%−52,811−0.58
≡GSM – Ferroglobe PLCReduce 11.51%−1,331,057−0.58
≡DHT – DHT Holdings, Inc.Reduce 11.20%−393,182−0.53
≡LRCX – Lam Research CorporationReduce 20.53%−21,9600.43
≡AA – Alcoa CorporationReduce 10.76%−55,641−0.40
≡SDRL – Seadrill LtdReduce 10.02%−78,429−0.36
≡VAL – Valaris Ltd.Reduce 9.90%−28,049−0.35
≡MCHP – Microchip Technology IncorporatedAdd 9.43%28,5340.32
≡C – Citigroup Inc.Reduce 8.94%−100,7430.31
≡BKNG – Booking Holdings Inc.Add 2751.66%360,6870.29
≡IBKR – Interactive Brokers Group, Inc. Class AReduce 11.22%−134,1470.27
≡AIG – American International Group, Inc.Reduce 6.10%−53,635−0.27
≡CPNG – Coupang IncAdd 48.37%649,3660.26
≡AAL – American Airlines Group Inc.Add 10.08%91,6310.26
≡BIO – Bio-Rad Laboratories, Inc. Class AAdd 36.84%25,4210.25
≡GOOG – Alphabet Inc. Class CReduce 10.26%−49,0070.25
≡AMAT – Applied Materials, Inc.Reduce 18.22%−5,7200.24
≡PBT – Permian Basin Royalty TrustSell−280,292−0.21
≡INSW – International Seaways, Inc.Reduce 11.40%−78,283−0.20
≡QCOM – QUALCOMM IncorporatedAdd 8.13%6,9450.18
≡RRC – Range Resources CorporationBuy122,9780.15
≡STNG – Scorpio Tankers Inc.Reduce 22.39%−38,891−0.14
≡RIG – Transocean Ltd.Reduce 13.67%−180,865−0.12
≡FCX – Freeport-McMoRan, Inc.Reduce 5.65%−81,431−0.12
≡STLD – Steel Dynamics, Inc.Reduce 9.45%−15,4550.10
≡CTVA – Corteva IncReduce 28.83%−24,937−0.08
≡EPAM – EPAM Systems, Inc.Add 7.59%2,036−0.05
Q1 2026filed Apr 21, 263 new16 added35 reduced17 exited
≡CX – Cemex SAB de CV Sponsored ADRSell−4,791,452−1.85
≡LYB – LyondellBasell Industries NVAdd 14.64%110,2111.33
≡DSX/WS – Diana Shipping Inc WarrantReduce 23.34%−97,9611.32
≡RYAAY – Ryanair Holdings Plc Sponsored ADRSell
Q4 2025filed Feb 4, 263 new17 added14 reduced5 exited
≡CVE – CENOVUS ENERGY INC.Buy929,1550.53
≡COST – Costco Wholesale CorporationReduce 5.99%−4,273−0.41
≡WFC – Wells Fargo & CompanyReduce 21.01%−125,244−0.31
≡AIG – American International Group, Inc.Reduce 11.79%−132,327
Q3 2025filed Oct 23, 253 new7 added6 reduced5 exited
≡ELV – Elevance Health, Inc.Add 84.73%65,3070.46
≡PNC – PNC Financial Services Group, Inc.Reduce 56.89%−48,691−0.36
≡NU – Nu Holdings Ltd. Class AAdd 206.46%615,2860.36
≡MU – Micron Technology, Inc.Reduce 10.96%−76,524
Q2 2025filed Aug 7, 253 new12 added19 reduced1 exited
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd. SponsReduce 92.98%−233,299−1.57
≡IBKR – Interactive Brokers Group, Inc. Class AAdd 314.33%887,1970.61
≡BAC – Bank of America CorpReduce 25.93%−425,890−0.58
≡DAL – Delta Air Lines, Inc.Add 47.78%
Q1 2025filed May 12, 256 new9 added13 reduced2 exited
≡AVGO – Broadcom Inc.Reduce 48.91%−112,686−1.24
≡JEF – Jefferies Financial Group Inc.Reduce 10.00%−69,304−0.70
≡NVDA – NVIDIA CorporationSell−131,593−0.68
≡TIGO – Millicom International CellularBuy531,208
−484,696
−1.17
≡MPC – Marathon Petroleum CorporationAdd 24.14%40,8950.87
≡GOOG – Alphabet Inc. Class CReduce 9.17%−48,179−0.75
≡NBHEF – Noble Corporation PLC Class AReduce 7.75%−88,4290.72
≡CBRE – CBRE Group, Inc. Class AReduce 12.55%−70,382−0.71
≡MU – Micron Technology, Inc.Reduce 34.12%−130,170−0.69
≡AIG – American International Group, Inc.Reduce 11.15%−110,451−0.53
≡AMZN – Amazon.com, Inc.Reduce 10.49%−44,465−0.53
≡BAC – Bank of America CorpReduce 16.93%−193,171−0.49
≡VAL – Valaris Ltd.Reduce 5.49%−16,4600.46
≡SLG – SL Green Realty Corp.Sell−290,166−0.45
≡SDRL – Seadrill LtdAdd 9.63%68,7940.41
≡RPRX – Royalty Pharma Plc Class AAdd 52.75%171,9830.41
≡VLO – Valero Energy CorporationBuy40,7320.35
≡VIPS – Vipshop Holdings Ltd Sponsored ADRSell−561,171−0.33
≡PSX – Phillips 66Buy51,5820.33
≡COP – ConocoPhillipsReduce 6.65%−18,7860.33
≡C – Citigroup Inc.Reduce 7.85%−95,997−0.33
≡TRUP – Trupanion IncReduce 34.97%−162,944−0.31
≡AAL – American Airlines Group Inc.Reduce 27.85%−350,654−0.31
≡HEPS – D-MARKET Elektronik Hizmetler ve Ticaret AS SponsoSell−3,646,033−0.30
≡VICI – VICI Properties IncSell−319,686−0.30
≡GLW – Corning IncReduce 24.49%−110,3390.29
≡COF – Capital One Financial CorpAdd 9.05%21,777−0.29
≡LOMA – Loma Negra Cia Industrial ArgeSell−642,012−0.28
≡ARLO – Arlo Technologies, Inc.Add 80.19%516,1550.27
≡JEF – Jefferies Financial Group Inc.Add 6.03%29,322−0.27
≡CRESY – Cresud SA Sponsored ADRSell−621,279−0.26
≡FCX – Freeport-McMoRan, Inc.Reduce 8.92%−141,0240.26
≡KOF – Coca-Cola FEMSA SAB de CV Sponsored ADR Class LSell−81,341−0.26
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd. SponsSell−25,129−0.26
≡CPNG – Coupang IncAdd 64.70%527,3510.24
≡CVE – CENOVUS ENERGY INC.Reduce 12.17%−113,1100.23
≡TPL – Texas Pacific Land CorporationReduce 6.05%−2,2670.22
≡VIST – Vista Energy Sab DE CV Sponsored ADR Class ASell−113,245−0.19
≡BN – Brookfield CorporationSell−111,808−0.17
≡MCHP – Microchip Technology IncorporatedAdd 26.00%62,4480.17
≡COST – Costco Wholesale CorporationReduce 9.75%−6,5430.16
≡RLX – RLX Technology, Inc. Sponsored ADR Class ASell−1,955,552−0.15
≡RIG – Transocean Ltd.Add 17.01%192,2910.15
≡ELV – Elevance Health, Inc.Add 5.46%7,892−0.14
≡STNG – Scorpio Tankers Inc.Reduce 7.75%−14,5890.13
≡V – Visa Inc. Class AReduce 27.80%−8,595−0.13
≡BIO – Bio-Rad Laboratories, Inc. Class AAdd 27.87%15,0410.12
≡WSO – Watsco , Inc.Buy7,0920.09
≡CFG – Citizens Financial Group, Inc.Add 7.96%22,8320.09
≡IBKR – Interactive Brokers Group, Inc. Class AReduce 5.46%−69,0610.07
≡STX – Seagate Technology Holdings PLCReduce 27.31%−26,8060.07
≡AMAT – Applied Materials, Inc.Reduce 38.86%−19,955−0.07
≡FWONK – Liberty Media Corp. Series C Liberty Formula OneReduce 13.12%−11,981−0.07
≡DIS – Walt Disney CompanyAdd 30.27%31,0880.06
≡DSX – Diana Shipping Inc.Reduce 6.94%−133,8490.05
≡LILAB – Liberty Latin America Ltd. Class ASell−162,843−0.04
≡PM – Philip Morris International Inc.Reduce 18.78%−10,356−0.04
≡FCFS – FirstCash Holdings, Inc.Reduce 27.81%−15,565−0.03
≡VTS – Vitesse Energy, Inc.Sell−34,309−0.02
≡KT – KT Corporation Sponsored ADRSell−33,382−0.02
≡BTU – Peabody Energy CorporationReduce 27.98%−32,139−0.02
≡FWONA – Liberty Media Corp. Series A Liberty Formula OneSell−4,551−0.01
≡PBT – Permian Basin Royalty TrustReduce 19.15%−66,3910.01
≡EPAM – EPAM Systems, Inc.Add 34.06%6,815−0.01
≡QCOM – QUALCOMM IncorporatedAdd 25.88%17,556−0.01
≡UNP – Union Pacific CorporationReduce 9.00%−6,159−0.00
≡SIRI – Liberty Sirius Xm Holdings IncReduce 27.67%−11,285−0.00
≡LBRDK – Liberty Broadband Corp. Class CReduce 28.02%−2,706−0.00
≡LLYVK – Liberty Live Holdings Inc CReduce 27.65%−2,183−0.00
≡LRCX – Lam Research CorporationReduce 22.76%−31,5170.00
≡LLYVA – Liberty Live Holdings Inc AReduce 27.68%−1,524−0.00
−0.30
≡PNC – PNC Financial Services Group, Inc.Sell−36,895−0.26
≡PM – Philip Morris International Inc.Reduce 41.97%−39,894−0.25
≡BTU – Peabody Energy CorporationReduce 70.09%−269,174−0.25
≡LPX – Louisiana-Pacific CorporationReduce 19.85%−44,950−0.23
≡JPM – JPMorgan Chase & Co.Reduce 12.97%−15,524−0.22
≡RPRX – Royalty Pharma Plc Class AAdd 91.12%155,4500.21
≡IBKR – Interactive Brokers Group, Inc. Class AAdd 6.12%72,938−0.19
≡SDRL – Seadrill LtdAdd 14.64%91,1750.16
≡CNR – Core Natural Resources IncAdd 211.47%47,3150.14
≡AMR – Alpha Metallurgical Resources, Inc.Add 5.74%4,3070.09
≡VECO – Veeco Instruments Inc.Sell−79,233−0.09
≡TRUP – Trupanion IncAdd 8.13%35,020−0.08
≡INDA – iShares MSCI India ETFSell−42,795−0.08
≡VAL – Valaris Ltd.Add 21.13%52,2780.08
≡SLG – SL Green Realty Corp.Add 18.52%45,337−0.08
≡MU – Micron Technology, Inc.Reduce 38.65%−240,382−0.05
≡LYB – LyondellBasell Industries NVAdd 26.41%157,3160.05
≡AVGO – Broadcom Inc.Add 5.08%5,9300.05
≡AXP – American Express CompanyReduce 6.24%−15,119−0.05
≡COF – Capital One Financial CorpReduce 9.02%−23,861−0.05
≡NBHEF – Noble Corporation PLC Class AAdd 9.98%103,4770.04
≡BN – Brookfield CorporationAdd 33.20%27,867−0.03
≡LRCX – Lam Research CorporationReduce 13.53%−21,6680.03
≡Liberty Media Corp. Series C Liberty LiveSell−7,895−0.03
≡LLYVK – Liberty Live Holdings Inc CBuy7,8940.02
≡Liberty Media Corp. Series A Liberty LiveSell−5,506−0.02
≡LLYVA – Liberty Live Holdings Inc ABuy5,5050.02
≡BRK.B – Berkshire Hathaway Inc. Class BAdd 6.78%9,9110.01
≡STX – Seagate Technology Holdings PLCReduce 10.18%−11,128−0.01
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd. SponsReduce 5.94%−1,586−0.01
≡TDW – Tidewater IncAdd 11.26%65,875−0.01
≡TIGO – Millicom International CellularReduce 5.98%−22,5580.01
≡TPL – Texas Pacific Land CorporationAdd 239.06%26,419−0.01
≡MCHP – Microchip Technology IncorporatedAdd 6.42%14,499−0.00
≡PBT – Permian Basin Royalty TrustAdd 12.76%39,230−0.00
0.33
≡WFC – Wells Fargo & CompanyReduce 10.44%−69,497−0.31
≡KWR – Quaker HoughtonAdd 97.54%56,8650.28
≡FCX – Freeport-McMoRan, Inc.Add 8.73%122,664−0.26
≡HSHP – Himalaya Shipping LtdAdd 27.55%414,2160.22
≡RPRX – Royalty Pharma Plc Class ABuy170,6040.21
≡FNKO – Funko, Inc. Class ABuy1,410,7620.17
≡CNC – Centene CorporationSell−67,098−0.14
≡TIGO – Millicom International CellularReduce 27.26%−141,340−0.11
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd. SponsAdd 51.69%9,1030.11
≡CWK – Cushman & Wakefield PlcSell−246,387−0.11
≡GOGL – Golden Ocean Group LtdSell−337,573−0.10
≡LYB – LyondellBasell Industries NVAdd 33.27%148,6730.03
≡KT – KT Corporation Sponsored ADRBuy34,6110.02
≡SHG – Shinhan Financial Group Co., Ltd. Sponsored ADRSell−10,640−0.02
≡BN – Brookfield CorporationReduce 8.36%−7,660−0.02
≡BTU – Peabody Energy CorporationReduce 42.02%−278,3060.01
≡LBRDA – Liberty Broadband Corp. Class ASell−2,164−0.01
169,370
0.37
≡TDW – Tidewater IncAdd 47.32%186,5650.36
≡JEF – Jefferies Financial Group Inc.Reduce 21.19%−132,184−0.33
≡COST – Costco Wholesale CorporationReduce 9.65%−7,752−0.32
≡SCHW – Charles Schwab CorpReduce 31.53%−128,982−0.32
≡CNR – Core Natural Resources IncReduce 79.12%−87,002−0.29
≡GOGL – Golden Ocean Group LtdReduce 70.20%−795,069−0.28
≡LPX – Louisiana-Pacific CorporationReduce 14.07%−37,797−0.24
≡HSHP – Himalaya Shipping LtdAdd 236.96%1,057,4170.24
≡VIST – Vista Energy Sab DE CV Sponsored ADR Class ABuy117,8780.22
≡WFC – Wells Fargo & CompanyReduce 14.03%−108,639−0.21
≡VICI – VICI Properties IncAdd 107.29%166,0170.20
≡RIG – Transocean Ltd.Reduce 49.31%−1,060,528−0.17
≡OXY – Occidental Petroleum CorporationAdd 5.88%30,801−0.15
≡LYB – LyondellBasell Industries NVAdd 11.31%45,394−0.15
≡MPC – Marathon Petroleum CorporationReduce 17.01%−34,789−0.13
≡BTU – Peabody Energy CorporationReduce 21.53%−181,706−0.12
≡HCC – Warrior Met Coal, Inc.Add 22.14%115,1930.12
≡NBHEF – Noble Corporation PLC Class AAdd 5.15%50,5280.11
≡RYAAY – Ryanair Holdings Plc Sponsored ADRReduce 29.34%−209,939−0.11
≡JPM – JPMorgan Chase & Co.Reduce 16.14%−22,966−0.09
≡WY – Weyerhaeuser CompanySell−48,548−0.06
≡FCX – Freeport-McMoRan, Inc.Reduce 5.75%−85,7320.06
≡SDRL – Seadrill LtdAdd 9.74%55,2020.06
≡INSW – International Seaways, Inc.Reduce 8.01%−59,963−0.04
≡KWR – Quaker HoughtonAdd 35.90%15,4010.04
≡MNTK – Montauk Renewables, Inc.Reduce 48.02%−365,605−0.03
≡NU – Nu Holdings Ltd. Class AReduce 5.37%−16,9250.03
≡SHG – Shinhan Financial Group Co., Ltd. Sponsored ADRBuy10,6400.02
≡LBRDA – Liberty Broadband Corp. Class ABuy2,1640.01
≡AMR – Alpha Metallurgical Resources, Inc.Add 20.29%12,1760.01
≡BN – Brookfield CorporationReduce 8.47%−8,4800.01
0.67
≡AXP – American Express CompanyReduce 14.61%−43,010−0.55
≡FCX – Freeport-McMoRan, Inc.Add 14.67%190,6970.44
≡ARCH 05/15/20 P45 – Arch Resources INCSell−76,361−0.41
≡OXY – Occidental Petroleum CorporationReduce 32.52%−252,437−0.40
≡CNR – Core Natural Resources IncBuy109,9630.35
≡BKNG – Booking Holdings Inc.Reduce 11.88%−1,816−0.35
≡KOF – Coca-Cola FEMSA SAB de CV Sponsored ADR Class LBuy86,7380.33
≡GSM – Ferroglobe PLCAdd 18.10%1,629,4310.32
≡MCHP – Microchip Technology IncorporatedAdd 187.47%148,5840.28
≡ARLO – Arlo Technologies, Inc.Buy619,8270.25
≡TDW – Tidewater IncAdd 81.05%176,4940.23
≡TRUP – Trupanion IncAdd 86.94%184,9360.22
≡KWR – Quaker HoughtonBuy42,8990.22
≡SDRL – Seadrill LtdAdd 8.17%42,794−0.20
≡MGM – MGM Resorts InternationalReduce 10.36%−88,002−0.20
≡VAL – Valaris Ltd.Reduce 27.40%−93,656−0.18
≡AMAT – Applied Materials, Inc.Reduce 31.29%−24,387−0.16
≡MS – Morgan StanleyReduce 13.66%−30,561−0.15
≡NU – Nu Holdings Ltd. Class ABuy314,9420.13
≡JPM – JPMorgan Chase & Co.Reduce 16.03%−27,175−0.11
≡AMR – Alpha Metallurgical Resources, Inc.Add 8.68%4,794−0.11
≡RLX – RLX Technology, Inc. Sponsored ADR Class AAdd 113.32%1,112,2480.08
≡RIG – Transocean Ltd.Add 26.05%444,5210.04
≡COP – ConocoPhillipsReduce 9.99%−32,4400.03
≡MPC – Marathon Petroleum CorporationReduce 10.48%−23,9420.01
≡COF – Capital One Financial CorpReduce 7.90%−24,439−0.00