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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
≡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
≡C – Citigroup Inc.Reduce 8.94%−100,7430.31
≡IBKR – Interactive Brokers Group, Inc. Class AReduce 11.22%−134,1470.27
≡AIG – American International Group, Inc.Reduce 6.10%−53,635−0.27
≡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
≡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
Q1 2026filed Apr 21, 263 new16 added35 reduced17 exited
≡CX – Cemex SAB de CV Sponsored ADRSell−4,791,452−1.85
≡DSX/WS – Diana Shipping Inc WarrantReduce 23.34%−97,9611.32
≡RYAAY – Ryanair Holdings Plc Sponsored ADRSell−484,696−1.17
≡GOOG – Alphabet Inc. Class CReduce 9.17%−48,179
Q4 2025filed Feb 4, 263 new17 added14 reduced5 exited
≡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%−132,327−0.30
≡PNC – PNC Financial Services Group, Inc.Sell−36,895
Q3 2025filed Oct 23, 253 new7 added6 reduced5 exited
≡PNC – PNC Financial Services Group, Inc.Reduce 56.89%−48,691−0.36
≡MU – Micron Technology, Inc.Reduce 10.96%−76,5240.33
≡WFC – Wells Fargo & CompanyReduce 10.44%−69,497−0.31
≡CNC – Centene CorporationSell−67,098
Q2 2025filed Aug 7, 253 new12 added19 reduced1 exited
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd. SponsReduce 92.98%−233,299−1.57
≡BAC – Bank of America CorpReduce 25.93%−425,890−0.58
≡JEF – Jefferies Financial Group Inc.Reduce 21.19%−132,184−0.33
≡COST – Costco Wholesale CorporationReduce 9.65%−7,752
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
≡AXP – American Express CompanyReduce 14.61%−43,010
−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
≡VIPS – Vipshop Holdings Ltd Sponsored ADRSell−561,171−0.33
≡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
≡LOMA – Loma Negra Cia Industrial ArgeSell−642,012−0.28
≡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
≡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
≡COST – Costco Wholesale CorporationReduce 9.75%−6,5430.16
≡RLX – RLX Technology, Inc. Sponsored ADR Class ASell−1,955,552−0.15
≡STNG – Scorpio Tankers Inc.Reduce 7.75%−14,5890.13
≡V – Visa Inc. Class AReduce 27.80%−8,595−0.13
≡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
≡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
≡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
−0.26
≡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
≡VECO – Veeco Instruments Inc.Sell−79,233−0.09
≡INDA – iShares MSCI India ETFSell−42,795−0.08
≡MU – Micron Technology, Inc.Reduce 38.65%−240,382−0.05
≡AXP – American Express CompanyReduce 6.24%−15,119−0.05
≡COF – Capital One Financial CorpReduce 9.02%−23,861−0.05
≡LRCX – Lam Research CorporationReduce 13.53%−21,6680.03
≡Liberty Media Corp. Series C Liberty LiveSell−7,895−0.03
≡Liberty Media Corp. Series A Liberty LiveSell−5,506−0.02
≡STX – Seagate Technology Holdings PLCReduce 10.18%−11,128−0.01
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd. SponsReduce 5.94%−1,586−0.01
≡TIGO – Millicom International CellularReduce 5.98%−22,5580.01
−0.14
≡TIGO – Millicom International CellularReduce 27.26%−141,340−0.11
≡CWK – Cushman & Wakefield PlcSell−246,387−0.11
≡GOGL – Golden Ocean Group LtdSell−337,573−0.10
≡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
−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
≡WFC – Wells Fargo & CompanyReduce 14.03%−108,639−0.21
≡RIG – Transocean Ltd.Reduce 49.31%−1,060,528−0.17
≡MPC – Marathon Petroleum CorporationReduce 17.01%−34,789−0.13
≡BTU – Peabody Energy CorporationReduce 21.53%−181,706−0.12
≡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
≡INSW – International Seaways, Inc.Reduce 8.01%−59,963−0.04
≡MNTK – Montauk Renewables, Inc.Reduce 48.02%−365,605−0.03
≡NU – Nu Holdings Ltd. Class AReduce 5.37%−16,9250.03
≡BN – Brookfield CorporationReduce 8.47%−8,4800.01
−0.55
≡ARCH 05/15/20 P45 – Arch Resources INCSell−76,361−0.41
≡OXY – Occidental Petroleum CorporationReduce 32.52%−252,437−0.40
≡BKNG – Booking Holdings Inc.Reduce 11.88%−1,816−0.35
≡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
≡JPM – JPMorgan Chase & Co.Reduce 16.03%−27,175−0.11
≡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