Institutions / Hourglass Capital, LLC

Hourglass Capital, LLC

CIK 1442573 · Institution · as of Dec 31, 2025
Portfolio value
$463.68M
Positions
114
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 114 →
CompanyClassValueShares% of portfolio
Newmont Corp$15.52M155,4343.3%
Alphabet Inc.$15.11M48,2803.3%
Citigroup Inc$13.56M116,2222.9%
Morgan Stanley$12.45M70,1502.7%
The Goldman Sachs Group, Inc.$12.39M14,0942.7%
Cisco Systems, Inc.$11.46M148,8222.5%
Core Natural Resources, Inc.$11.08M125,1952.4%
Pfizer Inc$10.91M438,1482.4%
Oracle Corp$9.61M49,2942.1%
Slb LIMITED/NV$9.02M234,9151.9%
AbbVie Inc.$8.89M38,9161.9%
Philip Morris International Inc.$8.57M53,4051.8%
HCA Healthcare, Inc.$8.45M18,1051.8%
Walmart Inc.$8.42M75,5931.8%
Kirby Corp$8.27M75,0801.8%
Delta Air Lines, Inc.$7.90M113,8141.7%
Freeport-McMoran Inc$7.88M155,1931.7%
Kinder Morgan, Inc.$7.68M279,2191.7%
NVIDIA Corp$7.64M40,9751.6%
Apple Inc.$7.61M27,9821.6%
Main Street Capital CORPMAINCommon Stock$7.54M124,8601.6%
International Business Machines Corp$7.39M24,9641.6%
Williams Cos Inc/The$7.23M120,2101.6%
Broadcom Inc.$7.21M20,8401.6%
Chevron Corp$7.05M46,2391.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.