Hosking Partners Llp
- Regulatory AUM
- $7.0B
- Discretionary
- $7.0B
- Clients
- 8
- Avg AUM / client
- $869M
- Accounts
- 8
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Investments (13F portfolio — 99 positions, $2,792,020,787)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class C | Common Stocks | $136,964,462 | 477,461 | 4.91% | 1.97% |
| 2 | Citigroup Inc. | Common Stocks | $127,784,604 | 1,126,749 | 4.58% | 1.84% |
| 3 | Micron Technology, Inc. | Common Stocks | $84,929,935 | 251,391 | 3.04% | 1.22% |
| 4 | Freeport Mc Mo Ran, Inc. | Common Stocks | $84,666,830 | 1,440,402 | 3.03% | 1.22% |
| 5 | Interactive Brokers Group, Inc. Class A | Common Stocks | $80,167,899 | 1,195,287 | 2.87% | 1.15% |
| 6 | Amazon.Com, Inc. | Common Stocks | $79,046,171 | 379,537 | 2.83% | 1.14% |
| 7 | Berkshire Hathaway Inc. Class B | Common Stocks | $73,425,899 | 153,226 | 2.63% | 1.06% |
| 8 | Lyondell Basell Industries Nv | Common Stocks | $69,532,464 | 863,114 | 2.49% | 1.0% |
| 9 | Cbre Group, Inc. Class A | Common Stocks | $66,440,692 | 490,482 | 2.38% | 0.96% |
| 10 | American International Group, Inc. | Common Stocks | $66,203,219 | 879,777 | 2.37% | 0.95% |
| 11 | American Express Company | Common Stocks | $65,612,147 | 216,914 | 2.35% | 0.94% |
| 12 | Dht Holdings, Inc. | Common Stocks | $64,157,243 | 3,511,617 | 2.3% | 0.92% |
| 13 | Warrior Met Coal, Inc. | Common Stocks | $61,182,969 | 656,822 | 2.19% | 0.88% |
| 14 | Costco Wholesale Corporation | Common Stocks | $60,358,747 | 60,575 | 2.16% | 0.87% |
| 15 | Tidewater Inc | Common Stocks | $55,345,358 | 662,422 | 1.98% | 0.8% |
| 16 | Booking Holdings Inc. | Common Stocks | $55,188,875 | 13,108 | 1.98% | 0.79% |
| 17 | Noble Corporation Plc Class A | Common Stocks | $51,616,684 | 1,051,899 | 1.85% | 0.74% |
| 18 | Marathon Petroleum Corporation | Common Stocks | $51,344,461 | 210,273 | 1.84% | 0.74% |
| 19 | International Seaways, Inc. | Common Stocks | $50,057,774 | 686,852 | 1.79% | 0.72% |
| 20 | Synchrony Financial | Common Stocks | $49,055,684 | 721,195 | 1.76% | 0.71% |
| 21 | Capital One Financial Corp | Common Stocks | $47,853,578 | 262,312 | 1.71% | 0.69% |
| 22 | Ferroglobe Plc | Common Stocks | $47,632,095 | 11,561,188 | 1.71% | 0.69% |
| 23 | Corning Inc | Common Stocks | $46,256,586 | 340,197 | 1.66% | 0.67% |
| 24 | Bank Of America Corp | Common Stocks | $46,201,399 | 947,721 | 1.65% | 0.66% |
| 25 | Elevance Health, Inc. | Common Stocks | $44,626,810 | 152,440 | 1.6% | 0.64% |
Top 25 of 99 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $963M | 13.9% |
| Pension and profit sharing plans | 4 | $6.0B | 86.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $50.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hosking Partners Equity Fund Llc (Hosking Partners Global Equity Fund) | Other Private Fund | Delaware | $50.9M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Estee Lauder Companies Retirement Growth Account Plan Estee Lauder, Inc. | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bridgeman, Luke, Robinson Orlando | Partner | May 2013 (13y) | 10% – 25% | |
| Hosking, Jeremy, John | Partner | Jul 2014 (12y) | 10% – 25% | |
| Davidson, Django, Liam | Partner | May 2015 (11y) | 5% – 10% | |
| Batting, James, John | Partner | Jan 2020 (7y) | Less than 5% | |
| Miller, William, Alan | Chief Compliance Officer | May 2022 (4y) | Less than 5% |
Undisclosed: 30% – 75% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $50.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hosking Partners Equity Fund Llc (Hosking Partners Global Equity Fund) | Other Private Fund | $50.9M | $25.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Estee Lauder Companies Retirement Growth Account Plan | Estee Lauder, Inc. | 8,377 | $949M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Citibank $2.8B (41% of AUM) Apr 2026
- State Street $2.4B (35% of AUM) Apr 2026
- J.P. Morgan $648M (8% of AUM) Mar 2019
- BNY Mellon $500M (5% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗