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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTerms© 2026 Super Investor · Not financial advice

Jeremy Hosking – Hosking Partners LLP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
98
Portfolio value:
$2,862,718,000
Filed:
Apr 21, 2026
Style:
Global Quality Value
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HistStockActivityShare change% change to portfolio
Q1 2026filed Apr 21, 263 new15 added32 reduced17 exited
≡LYB – LyondellBasell Industries NVAdd 15.00%110,2111.33
≡MPC – Marathon Petroleum CorporationAdd 24.00%40,8950.87
≡SDRL – Seadrill LtdAdd 10.00%68,7940.41
≡RPRX – Royalty Pharma Plc Class AAdd 53.00%171,9830.41
≡VLO – Valero Energy CorporationBuy40,7320.35
≡PSX – Phillips 66Buy51,5820.33
≡COF – Capital One Financial CorpAdd 9.00%21,777−0.29
≡ARLO – Arlo Technologies, Inc.Add 80.00%516,1550.27
≡JEF – Jefferies Financial Group Inc.Add 6.00%29,322−0.27
≡CPNG – Coupang IncAdd 65.00%527,3510.24
≡MCHP – Microchip Technology IncorporatedAdd 26.00%62,4480.17
≡RIG – Transocean Ltd.Add 17.00%192,2910.15
≡BIO – Bio-Rad Laboratories, Inc. Class AAdd 28.00%15,0410.12
≡WSO – Watsco , Inc.Buy7,0920.09
≡CFG – Citizens Financial Group, Inc.Add 8.00%22,8320.09
≡DIS – Walt Disney CompanyAdd 30.00%31,0880.06
≡EPAM – EPAM Systems, Inc.Add 34.00%6,815−0.01
≡QCOM – QUALCOMM IncorporatedAdd 26.00%17,556−0.01
Q4 2025filed Feb 4, 261 new16 added14 reduced3 exited
≡CVE – CENOVUS ENERGY INC.Buy929,1550.53
≡RPRX – Royalty Pharma Plc Class AAdd 91.00%155,4500.21
≡IBKR – Interactive Brokers Group, Inc. Class AAdd 6.00%72,938−0.19
≡SDRL – Seadrill LtdAdd 15.00%
Q3 2025filed Oct 23, 253 new7 added6 reduced5 exited
≡ELV – Elevance Health, Inc.Add 85.00%65,3070.46
≡NU – Nu Holdings Ltd. Class AAdd 206.00%615,2860.36
≡KWR – Quaker HoughtonAdd 98.00%56,8650.28
≡FCX – Freeport-McMoRan, Inc.Add 9.00%122,664
91,175
0.16
≡CNR – Core Natural Resources IncAdd 211.00%47,3150.14
≡AMR – Alpha Metallurgical Resources, Inc.Add 6.00%4,3070.09
≡TRUP – Trupanion IncAdd 8.00%35,020−0.08
≡VAL – Valaris Ltd.Add 21.00%52,2780.08
≡SLG – SL Green Realty Corp.Add 19.00%45,337−0.08
≡LYB – LyondellBasell Industries NVAdd 26.00%157,3160.05
≡NE – Noble Corporation PLC Class AAdd 10.00%103,4770.04
≡BN – Brookfield CorporationAdd 33.00%27,867−0.03
≡BRK.B – Berkshire Hathaway Inc. Class BAdd 7.00%9,9110.01
≡TDW – Tidewater IncAdd 11.00%65,875−0.01
≡TPL – Texas Pacific Land CorporationAdd 239.00%26,419−0.01
≡MCHP – Microchip Technology IncorporatedAdd 6.00%14,499−0.00
≡PBT – Permian Basin Royalty TrustAdd 13.00%39,230−0.00
−0.26
≡HSHP – Himalaya Shipping LtdAdd 28.00%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 52.00%9,1030.11
≡LYB – LyondellBasell Industries NVAdd 33.00%148,6730.03
≡KT – KT Corporation Sponsored ADRBuy34,6110.02