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Portfolio (Quarterly) Guide ↗

Hosking Partners LLP

· CIK 0001650135
13F Portfolio $2.9B AUM 114 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 28 Added 39 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CVE CENOVUS ENERGY INC. Energy 929,155.0 $15.7M 0.53% NEW $16.92 +92.2%
2 Liberty Live Holdings Inc C 7,894.0 $656K 0.02% NEW $83.16
3 LLYVA Liberty Live Holdings Inc A 5,505.0 $449K 0.01% NEW $81.50

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
Financial Services 34.0%
Energy 15.4%
Basic Materials 12.4%
Technology 11.8%
Consumer Cyclical 9.6%
Industrials 4.5%
Real Estate 4.3%
Consumer Defensive 3.6%
Healthcare 3.1%
Communication Services 1.3%