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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
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HYT BLACKROCK CORP HIGH YIEL Financial Services 29,279.0 $251K 0.05% -639.0 -2.1% $8.56 -3.3%
122 WFC WELLS FARGO & CO Financial Services 3,000.0 $248K 0.05% $82.64 +2.0%
123 TRINITY BK N A FT WORTH 2,400.0 $231K 0.04% $96.25
124 VLO VALERO ENERGY CORP NEW Energy 869.0 $226K 0.04% $260.44 +32.6%
125 CQP CHENIERE ENERGY PARTN LP Energy 3,653.0 $223K 0.04% $60.95 +11.7%
126 SHEL SHELL PLC F Energy 2,650.0 $205K 0.04% $77.54 +19.1%
127 SUN SUNOCO LP LP Energy 3,003.0 $203K 0.04% NEW $67.50 +11.3%
Page 7 of 7  ·  127 positions

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%