Stock Taper 
HOURGLASS CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 LyondellBasell Industries N.V. | LYB | 121.22K | $6.38M |
 The Williams Companies, Inc. | WMB | 112.46K | $8.36M |
 Citigroup Inc. | C | 108.14K | $15.13M |
 BHP Group Limited | BHP | 96.29K | $8.02M |
 Altria Group, Inc. | MO | 78.09K | $5.62M |
 Zimmer Biomet Holdings, Inc. | ZBH | 72.31K | $6.23M |
 United Parcel Service, Inc. | UPS | 69.72K | $7.5M |
 Walmart Inc. | WMT | 68.22K | $7.73M |
 Iron Mountain Incorporated | IRM | 66.05K | $8.34M |
 Kirby Corporation | KEX | 65.22K | $8.87M |
 NVIDIA Corporation | NVDA | 63.63K | $12.73M |
 Morgan Stanley | MS | 63.52K | $13.28M |
 Dow Inc. | DOW | 62.1K | $1.7M |
 Exxon Mobil Corporation | XOM | 61.44K | $8.4M |
 Energy Transfer LP | ET | 57.14K | $1.09M |
 Nextdecade Corp | NEXT | 55.81K | $420.84K |
 Oracle Corporation | ORCL | 53.76K | $7.88M |
 The J. M. Smucker Company | SJM | 52.28K | $5.88M |
 Baker Hughes Company | BKR | 50.95K | $2.83M |
 Morgan Stanley Direct Lending Fund | MSDL | 48.67K | $735.92K |