Institutions / HOURGLASS CAPITAL, LLC / Holdings
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Hourglass Capital, LLC

All holdings · as of Dec 31, 2025

114 positions

CompanyClassValueShares% of portfolio
URANIUM ENERGY CORP—$116.8K10,0000.0%
FORD MOTOR CO—$131.2K10,0000.0%
COLGATE PALMOLIVE CO—$221.3K2,8000.0%
Phillips 66—$228.4K1,7700.0%
BRISTOL MYERS SQUIBB CO—$233.6K4,3300.1%
ConocoPhillips—$235.0K2,5100.1%
TARGET CORP—$244.4K2,5000.1%
LABCORP HOLDINGS INC.—$250.9K1,0000.1%
SoFi Technologies, Inc.—$261.8K10,0000.1%
VANGUARD INTL EQUITY INDEX F—$268.8K5,0000.1%
Coterra Energy Inc.—$273.7K10,4000.1%
PROCTER & GAMBLE Co—$286.6K2,0000.1%
Alibaba Group Holding LtdBABAADR$293.9K2,0050.1%
Toyota Motor CorporationTMADR$299.7K1,4000.1%
GENERAL DYNAMICS CORP—$309.4K9190.1%
ISHARES TR—$322.4K9400.1%
Marathon Petroleum Corp—$325.3K2,0000.1%
The Boeing Company—$325.7K1,5000.1%
COSTCO WHOLESALE CORP /NEW—$376.0K4360.1%
Uber Technologies, Inc—$380.3K4,6540.1%
CATERPILLAR INC—$427.9K7470.1%
AMGEN INC—$440.9K1,3470.1%
ROSS STORES, INC.—$468.4K2,6000.1%
SELECT SECTOR SPDR TR—$470.9K4,0000.1%
LOCKHEED MARTIN CORP—$483.7K1,0000.1%
Alphabet Inc.—$517.1K1,6480.1%
RTX Corp—$550.2K3,0000.1%
ALTRIA GROUP, INC.—$570.8K9,9000.1%
SPDR S&P 500 ETF TR—$671.2K9840.1%
Eaton Corp plc—$764.4K2,4000.2%
LINDE PLC—$853.6K2,0020.2%
JPMORGAN CHASE & CO—$936.4K2,9060.2%
Mosaic Co/The—$1.01M42,1000.2%
HORTON D R INC /DE—$1.02M7,0600.2%
CLEVELAND-CLIFFS INC.—$1.13M85,0000.2%
J P MORGAN EXCHANGE TRADED F—$1.15M20,1500.2%
MOLSON COORS BEVERAGE CO—$1.20M25,7750.3%
ABBOTT LABORATORIES—$1.25M10,0000.3%
ISHARES TR—$1.33M6,3390.3%
SPDR SERIES TRUST—$1.34M9,6050.3%
SYSCO CORP—$1.48M20,1200.3%
Union Pacific Corp—$1.52M6,5550.3%
FLAGSTAR BANK, NATIONAL ASSOCIATION—$1.60M127,0000.3%
SELECT SECTOR SPDR TR—$1.62M11,2400.3%
VANGUARD INDEX FDS—$1.70M5,0590.4%
FIRST FINANCIAL BANKSHARES INC—$1.70M57,0000.4%
JOHNSON & JOHNSON—$1.83M8,8600.4%
FIFTH THIRD BANCORP—$2.10M44,8490.5%
First Solar Inc—$2.18M8,3550.5%
Cheniere Energy, Inc.—$2.25M11,5650.5%
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