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Funds (13F)

Hosking Partners LLP

Backtest from 6 Nov 2015 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+14.5%
S&P 500 +14.2%
Last 12 months
+25.2%
S&P 500 +12.1%
Sharpe ratio
0.63
S&P 500 0.74
Biggest drop
−38.0%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 201520172019202120232025 $44.2k$43.1k
Hosking Partners LLPS&P 500 $10,000 in Hosking Partners LLP from 6 Nov 2015 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Hosking Partners LLP's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Hosking Partners LLP's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+14.5%+14.2%
Total return+342%+331%
Last 12 months+25.2%+12.1%
Last 3 months−1.4%—
Last month−3.3%—
This year so far+16.8%—
Volatility a year21.2%16.8%
Sharpe ratio0.630.74
Biggest drop−38.0%−31.8%
Beta to the S&P 5001.161.00
Alpha a year (t-statistic)−0.9% (−0.37)—
Share of weeks up59%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
MU8.3%——
C5.4%——
IBKR3.5%——
FCX3.2%——
GLW2.7%——
AXP2.7%——
BKNG2.5%——
CBRE2.5%——
AIG2.3%——
AMZN2.2%——
ELV2.2%——
COST2.1%——
SYF2.0%——
MPC2.0%——
BAC2.0%——
STX1.9%——
HCC1.9%——
COF1.9%——
DAL1.8%——
INSW1.8%——
AVGO1.6%——
LYB1.6%——
TDW1.5%——
WFC1.5%——
MS1.5%——
NE1.4%——
LRCX1.4%——
CPNG1.3%——
MGM1.3%——
STLD1.3%——
JPM1.3%——
GSM1.2%——
LPX1.2%——
TIGO1.2%——
MCHP1.1%——
BIO1.0%——
RPRX1.0%——
SDRL1.0%——
COP1.0%——
SCHW0.9%——
JEF0.9%——
HSHP0.9%——
AA0.9%——
CFG0.8%——
CVE0.7%——
GLNG0.7%——
AMAT0.7%——
VAL0.7%——
AAL0.7%——
KWR0.7%——
OXY0.7%——
QCOM0.6%——
UNP0.6%——
ARLO0.6%——
TPL0.6%——
LSAK0.5%——
KR0.5%——
AMR0.5%——
DIS0.5%——
NU0.5%——
MAS0.4%——
VLO0.4%——
L0.4%——
MBI0.4%——
PYPL0.3%——
CRH0.3%——
PSX0.3%——
FCFS0.3%——
WTW0.3%——
FNKO0.3%——
PM0.3%——
FWONK0.3%——
V0.3%——
TRUP0.3%——
CVX0.2%——
RIG0.2%——
CNR0.2%——
CTVA0.2%——
THO0.2%——
RRC0.2%——
CZR0.2%——
DSX0.1%——
WSO0.1%——
EPAM0.1%——
BTU0.1%——
SIRI0.0%——
MNTK0.0%——
LLYVK0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest6 Nov 2015 to 2 Nov 2026+14.5%+14.2%0.630.74−38.0%1.16−0.9% (−0.37)
2018 onwards5 Jan 2018 to 2 Nov 2026+14.1%+13.9%0.580.66−38.0%1.15−0.7% (−0.24)
Last three years3 Nov 2023 to 2 Nov 2026+27.7%+21.8%1.221.16−23.3%1.09+3.9% (0.74)
Last year7 Nov 2025 to 2 Nov 2026+26.0%+14.2%1.460.84−7.4%0.86+11.4% (1.23)
DateCompanyAction
7 Aug 2026RRCBought
24 Apr 2026WSOBought
24 Apr 2026VLOBought
24 Apr 2026PSXBought
6 Feb 2026LLYVKBought
6 Feb 2026CVEBought
24 Oct 2025RPRXBought
24 Oct 2025FNKOBought
16 May 2025TIGOBought
16 May 2025NUBought
16 May 2025KWRBought
16 May 2025CNRBought
16 May 2025ARLOBought
7 Feb 2025LRCXBought
15 Nov 2024WYBought
15 Nov 2024WTWBought
15 Nov 2024WFCBought
15 Nov 2024VTSBought
15 Nov 2024VIPSBought
15 Nov 2024VICIBought
15 Nov 2024VECOBought
15 Nov 2024VALBought
15 Nov 2024VBought
15 Nov 2024UNPBought
15 Nov 2024TSMBought

Dated at the rebalance that made the change.

DateCompanyAction
7 Aug 2026PBTSold
24 Apr 2026VTSSold
24 Apr 2026VIPSSold
24 Apr 2026VICISold
24 Apr 2026TSMSold
24 Apr 2026SLGSold
24 Apr 2026RYAAYSold
24 Apr 2026RLXSold
24 Apr 2026LILASold
6 Feb 2026VECOSold
6 Feb 2026PNCSold
24 Oct 2025CNCSold
8 Aug 2025WYSold
16 May 2025NVDASold
7 Feb 2025SBLKSold
7 Feb 2025MSFTSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest