Hosking Partners LLP

Position in ARLO — Arlo Technologies, Inc.

CIK 1650135 LONDON, X0

Position in ARLO

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$16,503,683

+$7,499,356 QoQ

Shares Held

1,159,781

+80.2% QoQ

Ownership

1.07%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Hosking Partners LLP holds $38,426,798 across 3 Building Products & Equipment names. ARLO ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARLO	Arlo Technologies, Inc. This page	1,159,781	$16,503,683
2	LPX	Louisiana-Pacific Corp	181,436	$13,199,469
3	MAS	Masco Corp /De/	144,503	$8,723,646

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,503,683	1,159,781	+80.2%	Shares	Sole	2026-04-21
2025-12-31	$9,004,327	643,626	+4.9%	Shares	Sole	2026-02-04
2025-09-30	$10,401,011	613,629	-0.1%	Shares	Sole	2025-10-23
2025-06-30	$10,420,139	614,395	-0.9%	Shares	Sole	2025-08-07
2025-03-31	$6,117,692	619,827	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.