HOURGLASS CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VLY | 522K | $6.10M |
 | PFE | 438K | $10.91M |
 | WDS | 309K | $4.82M |
 | KMI | 279K | $7.68M |
 | HPQ | 248K | $5.52M |
 | SLB | 235K | $9.02M |
 | VICI | 209K | $5.88M |
 | T | 209K | $5.19M |
 | RF | 208K | $5.65M |
 | KHC | 199K | $4.83M |
 | OI | 175K | $2.58M |
 | DOW | 169K | $3.95M |
 | CXW | 160K | $3.06M |
 | NEM | 155K | $15.52M |
 | FCX | 155K | $7.88M |
 | BKR | 149K | $6.80M |
 | CSCO | 149K | $11.46M |
 | CAG | 144K | $2.50M |
 | HPE | 143K | $3.44M |
 | GSK | 138K | $6.79M |
Valley National Bancorp
VLY
Shares Held
522K
Value
$6.10M
Pfizer Inc.
PFE
Shares Held
438K
Value
$10.91M
Woodside Energy Group Ltd
WDS
Shares Held
309K
Value
$4.82M
Kinder Morgan, Inc.
KMI
Shares Held
279K
Value
$7.68M
HP Inc.
HPQ
Shares Held
248K
Value
$5.52M
SLB N.V.
SLB
Shares Held
235K
Value
$9.02M
VICI Properties Inc.
VICI
Shares Held
209K
Value
$5.88M
AT&T Inc.
T
Shares Held
209K
Value
$5.19M
Regions Financial Corporation
RF
Shares Held
208K
Value
$5.65M
The Kraft Heinz Company
KHC
Shares Held
199K
Value
$4.83M
O-I Glass, Inc.
OI
Shares Held
175K
Value
$2.58M
Dow Inc.
DOW
Shares Held
169K
Value
$3.95M
CoreCivic, Inc.
CXW
Shares Held
160K
Value
$3.06M
Newmont Corporation
NEM
Shares Held
155K
Value
$15.52M
Freeport-McMoRan Inc.
FCX
Shares Held
155K
Value
$7.88M
Baker Hughes Company
BKR
Shares Held
149K
Value
$6.80M
Cisco Systems, Inc.
CSCO
Shares Held
149K
Value
$11.46M
Conagra Brands, Inc.
CAG
Shares Held
144K
Value
$2.50M
Hewlett Packard Enterprise Company
HPE
Shares Held
143K
Value
$3.44M
GSK plc
GSK
Shares Held
138K
Value
$6.79M