Stock Taper

HOURGLASS CAPITAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Palo Alto Networks, Inc.PANW22.63K$7.72M
Broadcom Inc.AVGO23.98K$9.06M
Microsoft CorporationMSFT24.27K$9.05M
International Business Machines CorporationIBM25.15K$7.07M
MPLX LpMPLX25.87K$1.46M
Apple Inc.AAPL26.12K$7.56M
QUALCOMM IncorporatedQCOM26.14K$4.83M
Union Pacific CorporationUNP28.57K$7.77M
AbbVie Inc.ABBV33.01K$8.31M
Enterprise Products Partners L.P.EPD37.45K$1.38M
Fifth Third BancorpFITB37.45K$2.11M
Philip Morris International Inc.PM37.62K$6.81M
Federated Hermes, Inc.FHI38.65K$2.13M
First Financial Bankshares, Inc.FFIN40K$1.38M
The Mosaic CompanyMOS41.1K$870.91K
Chevron CorporationCVX42.35K$7.02M
Alphabet Inc.GOOGL44.99K$16.08M
Lamar Advertising CompanyLAMR47.63K$7.43M
Morgan Stanley Direct Lending FundMSDL48.67K$735.92K
Baker Hughes CompanyBKR50.95K$2.83M