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Portfolio (Quarterly) Guide ↗

HOURGLASS CAPITAL, LLC

· CIK 0001442573
13F Portfolio $508M AUM 127 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 29 Added 35 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIA STATE STREET SPDR DOW Financial Services 1,000.0 $522K 0.10% NEW $522.39 +2.2%
2 DVN DEVON ENERGY CORP NEW Energy 6,315.0 $261K 0.05% NEW $41.32 +16.7%
3 GLW CORNING INC Technology 1,000.0 $255K 0.05% NEW $255.43 -43.0%
4 SUN SUNOCO LP LP Energy 3,003.0 $203K 0.04% NEW $67.50 +12.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.6%
Financial Services 18.6%
Energy 15.1%
Healthcare 8.5%
Basic Materials 8.1%
Consumer Defensive 7.6%
Communication Services 6.4%
Industrials 6.2%
Real Estate 4.6%
Consumer Cyclical 3.2%