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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Jeremy Hosking – Hosking Partners

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
≡LPX – Louisiana-Pacific CorporationAdd 120.38%218,4140.58
≡MCHP – Microchip Technology IncorporatedAdd 9.43%28,5340.32
≡BKNG – Booking Holdings Inc.Add 2751.66%360,6870.29
≡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
≡QCOM – QUALCOMM IncorporatedAdd 8.13%6,9450.18
≡RRC – Range Resources CorporationBuy122,9780.15
≡EPAM – EPAM Systems, Inc.Add 7.59%2,036−0.05
Q1 2026filed Apr 21, 263 new16 added35 reduced17 exited
≡LYB – LyondellBasell Industries NVAdd 14.64%110,2111.33
≡MPC – Marathon Petroleum CorporationAdd 24.14%40,8950.87
≡SDRL – Seadrill LtdAdd 9.63%68,7940.41
≡RPRX – Royalty Pharma Plc Class AAdd 52.75%
Q4 2025filed Feb 4, 263 new17 added14 reduced5 exited
≡CVE – CENOVUS ENERGY INC.Buy929,1550.53
≡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%
Q3 2025filed Oct 23, 253 new7 added6 reduced5 exited
≡ELV – Elevance Health, Inc.Add 84.73%65,3070.46
≡NU – Nu Holdings Ltd. Class AAdd 206.46%615,2860.36
≡KWR – Quaker HoughtonAdd 97.54%56,8650.28
≡FCX – Freeport-McMoRan, Inc.Add 8.73%122,664
Q2 2025filed Aug 7, 253 new12 added19 reduced1 exited
≡IBKR – Interactive Brokers Group, Inc. Class AAdd 314.33%887,1970.61
≡DAL – Delta Air Lines, Inc.Add 47.78%169,3700.37
≡TDW – Tidewater IncAdd 47.32%186,5650.36
≡HSHP – Himalaya Shipping LtdAdd 236.96%
Q1 2025filed May 12, 256 new9 added13 reduced2 exited
≡TIGO – Millicom International CellularBuy531,2080.67
≡FCX – Freeport-McMoRan, Inc.Add 14.67%190,6970.44
≡CNR – Core Natural Resources IncBuy109,9630.35
≡KOF – Coca-Cola FEMSA SAB de CV Sponsored ADR Class LBuy
171,983
0.41
≡VLO – Valero Energy CorporationBuy40,7320.35
≡PSX – Phillips 66Buy51,5820.33
≡COF – Capital One Financial CorpAdd 9.05%21,777−0.29
≡ARLO – Arlo Technologies, Inc.Add 80.19%516,1550.27
≡JEF – Jefferies Financial Group Inc.Add 6.03%29,322−0.27
≡CPNG – Coupang IncAdd 64.70%527,3510.24
≡MCHP – Microchip Technology IncorporatedAdd 26.00%62,4480.17
≡RIG – Transocean Ltd.Add 17.01%192,2910.15
≡ELV – Elevance Health, Inc.Add 5.46%7,892−0.14
≡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
≡DIS – Walt Disney CompanyAdd 30.27%31,0880.06
≡EPAM – EPAM Systems, Inc.Add 34.06%6,815−0.01
≡QCOM – QUALCOMM IncorporatedAdd 25.88%17,556−0.01
91,175
0.16
≡CNR – Core Natural Resources IncAdd 211.47%47,3150.14
≡AMR – Alpha Metallurgical Resources, Inc.Add 5.74%4,3070.09
≡TRUP – Trupanion IncAdd 8.13%35,020−0.08
≡VAL – Valaris Ltd.Add 21.13%52,2780.08
≡SLG – SL Green Realty Corp.Add 18.52%45,337−0.08
≡LYB – LyondellBasell Industries NVAdd 26.41%157,3160.05
≡AVGO – Broadcom Inc.Add 5.08%5,9300.05
≡NBHEF – Noble Corporation PLC Class AAdd 9.98%103,4770.04
≡BN – Brookfield CorporationAdd 33.20%27,867−0.03
≡LLYVK – Liberty Live Holdings Inc CBuy7,8940.02
≡LLYVA – Liberty Live Holdings Inc ABuy5,5050.02
≡BRK.B – Berkshire Hathaway Inc. Class BAdd 6.78%9,9110.01
≡TDW – Tidewater IncAdd 11.26%65,875−0.01
≡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
−0.26
≡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
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd. SponsAdd 51.69%9,1030.11
≡LYB – LyondellBasell Industries NVAdd 33.27%148,6730.03
≡KT – KT Corporation Sponsored ADRBuy34,6110.02
1,057,417
0.24
≡VIST – Vista Energy Sab DE CV Sponsored ADR Class ABuy117,8780.22
≡VICI – VICI Properties IncAdd 107.29%166,0170.20
≡OXY – Occidental Petroleum CorporationAdd 5.88%30,801−0.15
≡LYB – LyondellBasell Industries NVAdd 11.31%45,394−0.15
≡HCC – Warrior Met Coal, Inc.Add 22.14%115,1930.12
≡NBHEF – Noble Corporation PLC Class AAdd 5.15%50,5280.11
≡SDRL – Seadrill LtdAdd 9.74%55,2020.06
≡KWR – Quaker HoughtonAdd 35.90%15,4010.04
≡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
86,738
0.33
≡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
≡NU – Nu Holdings Ltd. Class ABuy314,9420.13
≡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