HOURGLASS CAPITAL, LLC
Top Portfolio Positions
109 positions ·
$458,831,391 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CNR |
Core Natural Resources, Inc.
Energy
|
124,376 | $13,025,898 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,246 | $13,010,939 | 2.84% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
117,620 | $12,732,365 | 2.77% | |
| C |
Citigroup Inc
Financial Services
|
110,717 | $12,556,414 | 2.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
17,164 | $11,162,435 | 2.43% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
13,179 | $11,149,302 | 2.43% | |
| NVDA |
Nvidia Corp
Technology
|
63,875 | $11,139,800 | 2.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
140,292 | $10,885,256 | 2.37% | |
| MS |
Morgan Stanley
Financial Services
|
64,100 | $10,548,937 | 2.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
60,413 | $10,249,669 | 2.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,485,372 | 197,523 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||