HOURGLASS CAPITAL, LLC — 13F holdings

HOURGLASS CAPITAL, LLC reported 127 holdings worth $508M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. GOOGL ALPHABET INC — $16.1M (3.2%)
2. C CITIGROUP INC — $15.1M (3.0%)
3. CSCO CISCO SYS INC — $14.4M (2.8%)
4. MS MORGAN STANLEY — $13.3M (2.6%)
5. GS GOLDMAN SACHS GROUP INC — $13.3M (2.6%)
6. SPY SPDR S&P 500 ETF TR — $13.0M (2.6%)
7. NVDA NVIDIA CORPORATION — $12.7M (2.5%)
8. CNR CORE NATURAL RESOURCES INC — $12.5M (2.5%)
9. NEM NEWMONT CORP — $11.4M (2.2%)
10. UBER UBER TECHNOLOGIES INC — $11.2M (2.2%)