HOURGLASS CAPITAL, LLC
CIK 1442573
13F filing for Q2 2026・No. 3,858
- Holdings
- US$508.36M
- Quarter change
- +US$27.86M
- Entries
- 127
- Net bought (estimate)
- +US$1.44M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 7
- Cut 44
- Added 33
- Corporate actions 0
- Unchanged 46
Largest holdings
127 stocks worth US$508.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCOM | Cut | 44,991 | US$16.08M | 3.16% |
| CCITIGROUP INCCOM | Cut | 108,137 | US$15.13M | 2.98% |
| CSCOCISCO SYS INCCOM | Cut | 122,460 | US$14.38M | 2.83% |
| MSMORGAN STANLEYCOM | Cut | 63,520 | US$13.28M | 2.61% |
| GSGOLDMAN SACHS GROUP INCCOM | Cut | 13,124 | US$13.27M | 2.61% |
| SPYSTATE STREET SPDR S&PUIE | Added | 17,372 | US$12.97M | 2.55% |
| NVDANvidiaCOM | Cut | 63,631 | US$12.73M | 2.50% |
| CORE NAT RES INCCOM | Added | 156,451 | US$12.52M | 2.46% |
| NEMNEWMONT CORPCOM | Added | 121,570 | US$11.35M | 2.23% |
| UBERUBER TECHNOLOGIES INCCOM | Added | 155,135 | US$11.19M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.