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Portfolio (Quarterly) Guide ↗

HOURGLASS CAPITAL, LLC

· CIK 0001442573
13F Portfolio $480M AUM 130 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 31 Added 39 Reduced 36 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 RTX RTX CORPORATION Industrials 3,000 $550K 0.12% SOLD
22 ROST ROSS STORES INC Consumer Cyclical 2,600 $468K 0.10% SOLD
23 AMGN AMGEN INC Healthcare 1,347 $441K 0.10% SOLD
24 BA BOEING CO Industrials 1,500 $326K 0.07% SOLD
25 MPC MARATHON PETE CORP Energy 2,000 $325K 0.07% SOLD
26 GD GENERAL DYNAMICS CORP Industrials 919 $309K 0.07% SOLD
27 TM TOYOTA MOTOR CORP Consumer Cyclical 1,400 $300K 0.07% SOLD
28 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,005 $294K 0.06% SOLD
29 PG PROCTER AND GAMBLE CO Consumer Defensive 2,000 $287K 0.06% SOLD
30 LH LABCORP HOLDINGS INC Healthcare 1,000 $251K 0.05% SOLD
31 TGT TARGET CORP Consumer Defensive 2,500 $244K 0.05% SOLD
32 COP CONOCOPHILLIPS Energy 2,510 $235K 0.05% SOLD
33 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,330 $234K 0.05% SOLD
34 PSX PHILLIPS 66 Energy 1,770 $228K 0.05% SOLD
35 F FORD MTR CO Consumer Cyclical 10,000 $131K 0.03% SOLD
36 UEC URANIUM ENERGY CORP Energy 10,000 $117K 0.03% SOLD
Page 2 of 2  ·  36 positions
Sector Allocation
Technology 18.8%
Financial Services 17.8%
Energy 17.5%
Basic Materials 9.7%
Healthcare 9.4%
Consumer Defensive 7.1%
Communication Services 6.3%
Industrials 6.0%
Real Estate 4.3%
Consumer Cyclical 3.0%