Fund HoldingsHOURGLASS CAPITAL, LLC

Total Portfolio Value
$283.32M
Total Bought
$12.42M
Total Sold
$18.49M
Net Transaction
-$6.07M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CONSOL ENERGY INC NEW52,24052,250+103,5425,4821.93%+1,939
UGI CORP NEW(UGI)063,530+63,53001,4610.52%+1,461
SCHLUMBERGER LTD(SLB)159,110158,045-1,0657,8159,2143.25%+1,399
ABBVIE INC(ABBV)85,04184,576-46511,45812,6074.45%+1,149
FEDERATED HERMES INC(FHI)104,384140,384+36,0003,7424,7551.68%+1,013
CITIGROUP INC(C)103,097134,262+31,1654,7475,5221.95%+776
VALERO ENERGY CORP(VLO)30,70030,70003,6014,3501.54%+749
DOW INC(DOW)117,164133,007+15,8436,2406,8582.42%+618
CHEVRON CORP NEW(CVX)43,03443,724+6906,7717,3732.60%+601
ARCH RESOURCES INC9,5259,52501,0741,6260.57%+551
EXXON MOBIL CORP57,05956,509-5506,1206,6442.35%+525
CISCO SYS INC(CSCO)140,175144,309+4,1347,2537,7582.74%+505
ALPHABET INC(GOOG)44,84044,474-3665,3675,8202.05%+453
TRUIST FINL CORP(TFC)015,000+15,00004290.15%+429
BAKER HUGHES COMPANY(BKR)190,055181,615-8,4406,0086,4152.26%+407
KINDER MORGAN INC DEL(KMI)291,402324,932+33,5305,0185,3871.90%+369
VALLEY NATL BANCORP(VLY)399,473402,473+3,0003,0963,4451.22%+349
WILLIAMS COS INC(WMB)192,400195,430+3,0306,2786,5842.32%+306
CORECIVIC INC(CXW)128,190127,290-9001,2061,4320.51%+226
LYONDELLBASELL INDUSTRIES N
SHS - A -
60,39260,842+4505,5465,7622.03%+216
PHILLIPS 66(PSX)01,770+1,77002130.08%+213
MAIN STR CAP CORP(MAIN)119,098122,498+3,4004,7674,9771.76%+210
VANGUARD INDEX FDS1,0301,960+9302274160.15%+189
COMCAST CORP NEW(CCZ)40,29040,29001,6741,7860.63%+112
NOVO-NORDISK A S(NVO)6,92013,540+6,6201,1201,2310.43%+111
IRON MTN INC DEL(IRM)75,75073,820-1,9304,3044,3891.55%+84
MARATHON PETE CORP(MPC)2,0002,00002333030.11%+69
NRG ENERGY INC(NRG)56,77056,77002,1232,1870.77%+64
UBER TECHNOLOGIES INC(UBER)22,70422,70409801,0440.37%+64
AMGEN INC(AMGN)1,3471,34702993620.13%+63
KIRBY CORP(KEX)44,78542,302-2,4833,4463,5031.24%+56
WOODSIDE ENERGY GROUP LTD(WDS)169,600171,211+1,6113,9333,9881.41%+54
HEWLETT PACKARD ENTERPRISE C(HPE)91,42091,42001,5361,5880.56%+52
ALPHABET INC(GOOG)3,3003,400+1003994480.16%+49
MCKESSON CORP(MCK)5,2405,24002,2392,2790.80%+40
M & T BK CORP(MTB)14,16214,16201,7531,7910.63%+38
CONOCOPHILLIPS(COP)2,0002,00002072400.08%+32
EATON CORP PLC(ETN)2,4002,40004835120.18%+29
CATERPILLAR INC(CAT)1,0421,04202562840.10%+28
INTEL CORP(INTC)13,21313,21304424700.17%+28
TOYOTA MOTOR CORP(TM)1,4001,40002252520.09%+27
COTERRA ENERGY INC12,85012,85003253480.12%+22
ALIBABA GROUP HLDG LTD(BABA)5,3255,32504444620.16%+18
URANIUM ENERGY CORP(UEC)010,000+10,0000520.02%+52
ROSS STORES INC(ROST)2,6002,60002922940.10%+2
GOLDMAN SACHS GROUP INC(GS)22,41122,318-937,2287,2212.55%-7
WELLS FARGO CO NEW(WFC)5,0005,00002132040.07%-9
PROCTER AND GAMBLE CO(PG)2,0002,00003032920.10%-12
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,4301,43002492340.08%-14
JPMORGAN CHASE & CO(JPM)3,7133,613-1005405240.18%-16
ISHARES TR2,4502,445-55074910.17%-17
BRISTOL-MYERS SQUIBB CO(BMY)4,2134,21302692450.09%-25
FORD MTR CO DEL(F)10,25010,25001551270.04%-28
SPDR S&P 500 ETF TR(SPY)1,3551,335-206015710.20%-30
NIKE INC(NKE)2,2002,20002432100.07%-32
BANK AMERICA CORP68,79070,790+2,0001,9741,9380.68%-35
SOCIETAL CDMO INC60,00060,000066280.01%-38
LABORATORY CORP AMER HLDGS1,0001,00002412010.07%-40
TRAVEL PLUS LEISURE CO(TNL)13,66513,66505515020.18%-49
LOCKHEED MARTIN CORP(LMT)1,0001,00004604090.14%-51
MOLSON COORS BEVERAGE CO(TAP)23,54523,54501,5501,4970.53%-53
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
39,15039,15002,1662,0970.74%-69
UNITED AIRLS HLDGS INC(UAL)5,9505,95003262520.09%-75
ZIMMER BIOMET HOLDINGS INC(ZBH)2,9002,90004223250.11%-97
ISHARES TR2,0281,469-5593202230.08%-97
JOHNSON & JOHNSON(JNJ)10,07010,07001,6671,5680.55%-98
D R HORTON INC(DHI)7,0607,06008597590.27%-100
FIFTH THIRD BANCORP(FITB)134,815135,390+5753,5343,4291.21%-104
VERIZON COMMUNICATIONS INC(VZ)35,94937,140+1,1911,3371,2040.42%-133
AT&T INC(T)181,715183,405+1,6902,8982,7550.97%-144
BHP GROUP LTD67,65368,353+7004,0373,8881.37%-149
EAGLE MATLS INC(EXP)7,5737,473-1001,4121,2440.44%-167
INVESCO LTD(IVZ)74,93574,93501,2601,0880.38%-172
PFIZER INC(PFE)99,639104,979+5,3403,6553,4821.23%-173
NEWMONT CORP(NEM)92,790102,323+9,5333,9583,7811.33%-178
3M CO(MMM)31,67231,942+2703,1702,9901.06%-180
SPDR SER TR
ST STR SP DIV
12,17211,262-9101,4921,2950.46%-197
MCDONALDS CORP(MCD)6880-6882050-205
GENERAL MTRS CO(GM)36,95236,95201,4251,2180.43%-207
COCA COLA CO(KO)3,4490-3,4492080-208
HONEYWELL INTL INC(HON)1,0260-1,0262130-213
PHILIP MORRIS INTL INC(PM)57,93758,507+5705,6565,4171.91%-239
FREEPORT-MCMORAN INC(FCX)155,965160,335+4,3706,2395,9792.11%-260
VICI PPTYS INC(VICI)159,306162,738+3,4325,0074,7361.67%-271
BROADCOM INC(AVGO)6,3466,276-705,5055,2131.84%-292
NEW YORK CMNTY BANCORP INC547,097516,030-31,0676,1495,8522.07%-298
QUALCOMM INC(QCOM)29,39228,712-6803,4993,1891.13%-310
MORGAN STANLEY(MS)78,74278,537-2056,7256,4142.26%-310
BP PLC(BP)9,8780-9,8783490-349
O-I GLASS INC(OI)79,27579,27501,6911,3260.47%-365
MICROSOFT CORP(MSFT)14,76014,723-375,0264,6491.64%-378
ALASKA AIR GROUP INC28,91228,91201,5381,0720.38%-465
HP INC(HPQ)127,910131,930+4,0203,9283,3911.20%-538
BERKSHIRE HATHAWAY INC DEL9,4887,675-1,8133,2352,6890.95%-547
SYSCO CORP(SYY)79,47080,070+6005,8975,2891.87%-608
HOME DEPOT INC(HD)17,62715,319-2,3085,4764,6291.63%-847
DELTA AIR LINES INC DEL(DAL)85,76584,980-7854,0773,1441.11%-933
APPLE INC(AAPL)42,63942,324-3158,2717,2462.56%-1,024
ORACLE CORP(ORCL)71,30070,245-1,0558,4917,4402.63%-1,051
OUTFRONT MEDIA INC(OUT)202,685195,833-6,8523,1861,9780.70%-1,208
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