# EDGAR Filing Document

**Accession Number:** 0001650135
**File Stem:** 0001650135-26-000001
**Filing Date:** 2026-2
**Character Count:** 16583
**Document Hash:** a5d6a32a0ca7ecfe6169fd80f4847c33
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001650135-26-000001.hdr.sgml**: 20260204

**ACCESSION NUMBER**: 0001650135-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260204

**DATE AS OF CHANGE**: 20260204

**EFFECTIVENESS DATE**: 20260204

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hosking Partners LLP
- **CENTRAL INDEX KEY:** 0001650135

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** X0

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17007
- **FILM NUMBER:** 26596033

**BUSINESS ADDRESS:**
- **STREET 1:** 11 CHARLES II STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 4QU
- **BUSINESS PHONE:** 442070047850

**MAIL ADDRESS:**
- **STREET 1:** 11 CHARLES II STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 4QU

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hosking Partners LLP<br>**Address:** 11 CHARLES II STREET<br>LONDON, X0 SW1Y 4QU

**Form 13F File Number:** 028-17007

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Will Miller<br>**Title:** CCO<br>**Phone:** 00442070047834

**Signature, Place, and Date of Signing:**

Will Miller  London, X0  02-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 114

**Form 13F Information Table Value Total:** $2943641429

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Alcoa Corporation | Common Stocks | 013872106 |  | 28384678 | 534149 | SH |  | SOLE |  | 534149 | 0 | 0 |
| Alpha Metallurgical Resources Inc. | Common Stocks | 020764106 |  | 15853082 | 79313 | SH |  | SOLE |  | 79313 | 0 | 0 |
| Alphabet Inc. Class C | Common Stocks | 02079K107 |  | 164945832 | 525640 | SH |  | SOLE |  | 525640 | 0 | 0 |
| Amazon.com Inc. | Common Stocks | 023135106 |  | 97868142 | 424002 | SH |  | SOLE |  | 424002 | 0 | 0 |
| American Airlines Group Inc. | Common Stocks | 02376R102 |  | 19305023 | 1259297 | SH |  | SOLE |  | 1259297 | 0 | 0 |
| American Express Company | Common Stocks | 025816109 |  | 83972731 | 226984 | SH |  | SOLE |  | 226984 | 0 | 0 |
| American International Group Inc. | Common Stocks | 026874784 |  | 84714005 | 990228 | SH |  | SOLE |  | 990228 | 0 | 0 |
| Applied Materials Inc. | Common Stocks | 038222105 |  | 13198235 | 51357 | SH |  | SOLE |  | 51357 | 0 | 0 |
| Arlo Technologies Inc. | Common Stocks | 04206A101 |  | 9004328 | 643626 | SH |  | SOLE |  | 643626 | 0 | 0 |
| Bank of America Corp | Common Stocks | 060505104 |  | 62749060 | 1140892 | SH |  | SOLE |  | 1140892 | 0 | 0 |
| Berkshire Hathaway Inc. Class B | Common Stocks | 084670702 |  | 78454115 | 156081 | SH |  | SOLE |  | 156081 | 0 | 0 |
| Bio-Rad Laboratories Inc. Class A | Common Stocks | 090572207 |  | 16351764 | 53968 | SH |  | SOLE |  | 53968 | 0 | 0 |
| Booking Holdings Inc. | Common Stocks | 09857L108 |  | 70636803 | 13190 | SH |  | SOLE |  | 13190 | 0 | 0 |
| Broadcom Inc. | Common Stocks | 11135F101 |  | 42465778 | 122698 | SH |  | SOLE |  | 122698 | 0 | 0 |
| Brookfield Corporation | Common Stocks | 11271J107 |  | 5130869 | 111808 | SH |  | SOLE |  | 111808 | 0 | 0 |
| Caesars Entertainment Inc | Common Stocks | 12769G100 |  | 3262320 | 139475 | SH |  | SOLE |  | 139475 | 0 | 0 |
| Capital One Financial Corp | Common Stocks | 14040H105 |  | 58296063 | 240535 | SH |  | SOLE |  | 240535 | 0 | 0 |
| CBRE Group Inc. Class A | Common Stocks | 12504L109 |  | 90181323 | 560864 | SH |  | SOLE |  | 560864 | 0 | 0 |
| Cemex SAB de CV Sponsored ADR | Common Stocks | 151290889 |  | 55053783 | 4791452 | SH |  | SOLE |  | 4791452 | 0 | 0 |
| CENOVUS ENERGY INC. | Common Stocks | 15135U109 |  | 15721303 | 929155 | SH |  | SOLE |  | 929155 | 0 | 0 |
| Charles Schwab Corp | Common Stocks | 808513105 |  | 27343669 | 273683 | SH |  | SOLE |  | 273683 | 0 | 0 |
| Chevron Corporation | Common Stocks | 166764100 |  | 5867480 | 38498 | SH |  | SOLE |  | 38498 | 0 | 0 |
| Citigroup Inc. | Common Stocks | 172967424 |  | 142682231 | 1222746 | SH |  | SOLE |  | 1222746 | 0 | 0 |
| Citizens Financial Group Inc. | Common Stocks | 174610105 |  | 16743869 | 286661 | SH |  | SOLE |  | 286661 | 0 | 0 |
| Coca-Cola FEMSA SAB de CV Sponsored ADR Class L | Common Stocks | 191241108 |  | 7703806 | 81341 | SH |  | SOLE |  | 81341 | 0 | 0 |
| ConocoPhillips | Common Stocks | 20825C104 |  | 26430971 | 282352 | SH |  | SOLE |  | 282352 | 0 | 0 |
| Copa Holdings S.A. Class A | Common Stocks | P31076105 |  | 7892960 | 65442 | SH |  | SOLE |  | 65442 | 0 | 0 |
| Core Natural Resources Inc | Common Stocks | 218937100 |  | 6168173 | 69689 | SH |  | SOLE |  | 69689 | 0 | 0 |
| Corning Inc | Common Stocks | 219350105 |  | 39448932 | 450536 | SH |  | SOLE |  | 450536 | 0 | 0 |
| Corteva Inc | Common Stocks | 22052L104 |  | 5900249 | 88024 | SH |  | SOLE |  | 88024 | 0 | 0 |
| Costco Wholesale Corporation | Common Stocks | 22160K105 |  | 57878536 | 67118 | SH |  | SOLE |  | 67118 | 0 | 0 |
| Coupang Inc | Common Stocks | 22266T109 |  | 19227265 | 815060 | SH |  | SOLE |  | 815060 | 0 | 0 |
| Credicorp Ltd. | Common Stocks | G2519Y108 |  | 22586039 | 78697 | SH |  | SOLE |  | 78697 | 0 | 0 |
| Cresud SA Sponsored ADR | Common Stocks | 226406106 |  | 7846754 | 621279 | SH |  | SOLE |  | 621279 | 0 | 0 |
| CRH Plc | Common Stocks | G25508105 |  | 10325827 | 82739 | SH |  | SOLE |  | 82739 | 0 | 0 |
| Delta Air Lines Inc. | Common Stocks | 247361702 |  | 36775060 | 529900 | SH |  | SOLE |  | 529900 | 0 | 0 |
| DHT Holdings Inc. | Common Stocks | Y2065G121 |  | 43871446 | 3593075 | SH |  | SOLE |  | 3593075 | 0 | 0 |
| Diana Shipping Inc Warrant | Warrants | Y2066G138 |  | 34452 | 419638 | SH |  | SOLE |  | 419638 | 0 | 0 |
| Diana Shipping Inc. | Common Stocks | Y2066G104 |  | 3200903 | 1928255 | SH |  | SOLE |  | 1928255 | 0 | 0 |
| D-MARKET Elektronik Hizmetler ve Ticaret AS Sponso | Common Stocks | 23292B104 |  | 9042162 | 3646033 | SH |  | SOLE |  | 3646033 | 0 | 0 |
| Elevance Health Inc. | Common Stocks | 036752103 |  | 50671301 | 144548 | SH |  | SOLE |  | 144548 | 0 | 0 |
| EPAM Systems Inc. | Common Stocks | 29414B104 |  | 4099444 | 20009 | SH |  | SOLE |  | 20009 | 0 | 0 |
| Exxon Mobil Corporation | Common Stocks | 30231G102 |  | 5997746 | 49840 | SH |  | SOLE |  | 49840 | 0 | 0 |
| Ferroglobe PLC | Common Stocks | G33856108 |  | 52040458 | 11215616 | SH |  | SOLE |  | 11215616 | 0 | 0 |
| FirstCash Holdings Inc. | Common Stocks | 33768G107 |  | 8920658 | 55971 | SH |  | SOLE |  | 55971 | 0 | 0 |
| Freeport-McMoRan Inc. | Common Stocks | 35671D857 |  | 80320627 | 1581426 | SH |  | SOLE |  | 1581426 | 0 | 0 |
| Funko Inc. Class A | Common Stocks | 361008105 |  | 4781168 | 1406226 | SH |  | SOLE |  | 1406226 | 0 | 0 |
| Golar LNG Limited | Common Stocks | G9456A100 |  | 14901563 | 400472 | SH |  | SOLE |  | 400472 | 0 | 0 |
| Himalaya Shipping Ltd | Common Stocks | G4660A103 |  | 17239268 | 1894425 | SH |  | SOLE |  | 1894425 | 0 | 0 |
| Interactive Brokers Group Inc. Class A | Common Stocks | 45841N107 |  | 81310220 | 1264348 | SH |  | SOLE |  | 1264348 | 0 | 0 |
| International Seaways Inc. | Common Stocks | Y41053102 |  | 33351665 | 686955 | SH |  | SOLE |  | 686955 | 0 | 0 |
| Jefferies Financial Group Inc. | Common Stocks | 47233W109 |  | 30137994 | 486332 | SH |  | SOLE |  | 486332 | 0 | 0 |
| JPMorgan Chase  Co. | Common Stocks | 46625H100 |  | 33557924 | 104146 | SH |  | SOLE |  | 104146 | 0 | 0 |
| Kroger Co. | Common Stocks | 501044101 |  | 15157336 | 242595 | SH |  | SOLE |  | 242595 | 0 | 0 |
| KT Corporation Sponsored ADR | Common Stocks | 48268K101 |  | 633257 | 33382 | SH |  | SOLE |  | 33382 | 0 | 0 |
| Lam Research Corporation | Common Stocks | 512807306 |  | 23706205 | 138487 | SH |  | SOLE |  | 138487 | 0 | 0 |
| Lesaka Technologies Inc. | Common Stocks | 64107N206 |  | 13037698 | 2733270 | SH |  | SOLE |  | 2733270 | 0 | 0 |
| Liberty Broadband Corp. Class C | Common Stocks | 530307305 |  | 469379 | 9658 | SH |  | SOLE |  | 9658 | 0 | 0 |
| Liberty Latin America Ltd. Class A | Common Stocks | G9001E102 |  | 513664 | 69508 | SH |  | SOLE |  | 69508 | 0 | 0 |
| Liberty Latin America Ltd. Class C | Common Stocks | G9001E128 |  | 696279 | 93335 | SH |  | SOLE |  | 93335 | 0 | 0 |
| Liberty Live Holdings Inc A | Common Stocks | 530909100 |  | 448658 | 5505 | SH |  | SOLE |  | 5505 | 0 | 0 |
| Liberty Live Holdings Inc C | Common Stocks | 530909308 |  | 656465 | 7894 | SH |  | SOLE |  | 7894 | 0 | 0 |
| Liberty Media Corp. Series A Liberty Formula One | Common Stocks | 531229771 |  | 406768 | 4551 | SH |  | SOLE |  | 4551 | 0 | 0 |
| Liberty Media Corp. Series C Liberty Formula One | Common Stocks | 531229755 |  | 8995835 | 91319 | SH |  | SOLE |  | 91319 | 0 | 0 |
| Liberty Sirius Xm Holdings Inc | Common Stocks | 829933100 |  | 815336 | 40777 | SH |  | SOLE |  | 40777 | 0 | 0 |
| Loews Corporation | Common Stocks | 540424108 |  | 9601955 | 91178 | SH |  | SOLE |  | 91178 | 0 | 0 |
| Loma Negra Cia Industrial Arge | Common Stocks | 54150E104 |  | 8314055 | 642012 | SH |  | SOLE |  | 642012 | 0 | 0 |
| Louisiana-Pacific Corporation | Common Stocks | 546347105 |  | 14654387 | 181456 | SH |  | SOLE |  | 181456 | 0 | 0 |
| LyondellBasell Industries NV | Common Stocks | N53745100 |  | 32600700 | 752903 | SH |  | SOLE |  | 752903 | 0 | 0 |
| Marathon Petroleum Corporation | Common Stocks | 56585A102 |  | 27545944 | 169378 | SH |  | SOLE |  | 169378 | 0 | 0 |
| Masco Corporation | Common Stocks | 574599106 |  | 9161276 | 144363 | SH |  | SOLE |  | 144363 | 0 | 0 |
| MBIA Inc. | Common Stocks | 55262C100 |  | 11072596 | 1546452 | SH |  | SOLE |  | 1546452 | 0 | 0 |
| MGM Resorts International | Common Stocks | 552953101 |  | 26630949 | 729815 | SH |  | SOLE |  | 729815 | 0 | 0 |
| Microchip Technology Incorporated | Common Stocks | 595017104 |  | 15303569 | 240169 | SH |  | SOLE |  | 240169 | 0 | 0 |
| Micron Technology Inc. | Common Stocks | 595112103 |  | 108901325 | 381561 | SH |  | SOLE |  | 381561 | 0 | 0 |
| Millicom International Cellular | Common Stocks | L6388F110 |  | 19660299 | 354623 | SH |  | SOLE |  | 354623 | 0 | 0 |
| Montauk Renewables Inc. | Common Stocks | 61218C103 |  | 661738 | 396250 | SH |  | SOLE |  | 396250 | 0 | 0 |
| Morgan Stanley | Common Stocks | 617446448 |  | 33997883 | 191505 | SH |  | SOLE |  | 191505 | 0 | 0 |
| Noble Corporation PLC Class A | Common Stocks | G65431127 |  | 32202863 | 1140328 | SH |  | SOLE |  | 1140328 | 0 | 0 |
| Nu Holdings Ltd. Class A | Common Stocks | G6683N103 |  | 14882797 | 889056 | SH |  | SOLE |  | 889056 | 0 | 0 |
| Occidental Petroleum Corporation | Common Stocks | 674599105 |  | 23741372 | 577368 | SH |  | SOLE |  | 577368 | 0 | 0 |
| PayPal Holdings Inc. | Common Stocks | 70450Y103 |  | 11639221 | 199370 | SH |  | SOLE |  | 199370 | 0 | 0 |
| Peabody Energy Corporation | Common Stocks | 704551100 |  | 3411847 | 114877 | SH |  | SOLE |  | 114877 | 0 | 0 |
| Permian Basin Royalty Trust | Common Stocks | 714236106 |  | 5886677 | 346683 | SH |  | SOLE |  | 346683 | 0 | 0 |
| Philip Morris International Inc. | Common Stocks | 718172109 |  | 8847022 | 55156 | SH |  | SOLE |  | 55156 | 0 | 0 |
| Quaker Houghton | Common Stocks | 747316107 |  | 15762364 | 114794 | SH |  | SOLE |  | 114794 | 0 | 0 |
| QUALCOMM Incorporated | Common Stocks | 747525103 |  | 11605400 | 67848 | SH |  | SOLE |  | 67848 | 0 | 0 |
| RLX Technology Inc. Sponsored ADR Class A | Common Stocks | 74969N103 |  | 4556436 | 1955552 | SH |  | SOLE |  | 1955552 | 0 | 0 |
| Royalty Pharma Plc Class A | Common Stocks | G7709Q104 |  | 12598727 | 326054 | SH |  | SOLE |  | 326054 | 0 | 0 |
| Ryanair Holdings Plc Sponsored ADR | Common Stocks | 783513203 |  | 34990204 | 484696 | SH |  | SOLE |  | 484696 | 0 | 0 |
| Scorpio Tankers Inc. | Common Stocks | Y7542C130 |  | 9570933 | 188293 | SH |  | SOLE |  | 188293 | 0 | 0 |
| Seadrill Ltd | Common Stocks | G7997W102 |  | 24709590 | 714150 | SH |  | SOLE |  | 714150 | 0 | 0 |
| Seagate Technology Holdings PLC | Common Stocks | G7997R103 |  | 27030079 | 98152 | SH |  | SOLE |  | 98152 | 0 | 0 |
| SL Green Realty Corp. | Common Stocks | 78440X887 |  | 13309914 | 290166 | SH |  | SOLE |  | 290166 | 0 | 0 |
| Steel Dynamics Inc. | Common Stocks | 858119100 |  | 27714734 | 163557 | SH |  | SOLE |  | 163557 | 0 | 0 |
| Synchrony Financial | Common Stocks | 87165B103 |  | 60859015 | 729462 | SH |  | SOLE |  | 729462 | 0 | 0 |
| Taiwan Semiconductor Manufacturing Co. Ltd. Spons | Common Stocks | 874039100 |  | 7636452 | 25129 | SH |  | SOLE |  | 25129 | 0 | 0 |
| Texas Pacific Land Corporation | Common Stocks | 88262P102 |  | 10762133 | 37470 | SH |  | SOLE |  | 37470 | 0 | 0 |
| Thor Industries Inc. | Common Stocks | 885160101 |  | 6652605 | 64796 | SH |  | SOLE |  | 64796 | 0 | 0 |
| Tidewater Inc | Common Stocks | 88642R109 |  | 32871150 | 650785 | SH |  | SOLE |  | 650785 | 0 | 0 |
| TopBuild Corp. | Common Stocks | 89055F103 |  | 14929144 | 35785 | SH |  | SOLE |  | 35785 | 0 | 0 |
| Transocean Ltd. | Common Stocks | H8817H100 |  | 4669613 | 1130657 | SH |  | SOLE |  | 1130657 | 0 | 0 |
| Trupanion Inc | Common Stocks | 898202106 |  | 17412552 | 465950 | SH |  | SOLE |  | 465950 | 0 | 0 |
| Union Pacific Corporation | Common Stocks | 907818108 |  | 15832697 | 68445 | SH |  | SOLE |  | 68445 | 0 | 0 |
| Valaris Ltd. | Common Stocks | G9460G101 |  | 15103318 | 299669 | SH |  | SOLE |  | 299669 | 0 | 0 |
| VICI Properties Inc | Common Stocks | 925652109 |  | 8989570 | 319686 | SH |  | SOLE |  | 319686 | 0 | 0 |
| Vipshop Holdings Ltd Sponsored ADR | Common Stocks | 92763W103 |  | 9927115 | 561171 | SH |  | SOLE |  | 561171 | 0 | 0 |
| Visa Inc. Class A | Common Stocks | 92826C839 |  | 10843602 | 30919 | SH |  | SOLE |  | 30919 | 0 | 0 |
| Vista Energy Sab DE CV Sponsored ADR Class A | Common Stocks | 92837L109 |  | 5510502 | 113245 | SH |  | SOLE |  | 113245 | 0 | 0 |
| Vitesse Energy Inc. | Common Stocks | 92852X103 |  | 660791 | 34309 | SH |  | SOLE |  | 34309 | 0 | 0 |
| Walt Disney Company | Common Stocks | 254687106 |  | 11686113 | 102717 | SH |  | SOLE |  | 102717 | 0 | 0 |
| Warrior Met Coal Inc. | Common Stocks | 93627C101 |  | 58865642 | 667638 | SH |  | SOLE |  | 667638 | 0 | 0 |
| Wells Fargo  Company | Common Stocks | 949746101 |  | 43885830 | 470878 | SH |  | SOLE |  | 470878 | 0 | 0 |
| Willis Towers Watson Public Limited Company | Common Stocks | G96629103 |  | 10589792 | 32227 | SH |  | SOLE |  | 32227 | 0 | 0 |

---