Fund HoldingsHOURGLASS CAPITAL, LLC

Total Portfolio Value
$362.56M
Total Bought
$32.44M
Total Sold
$31.46M
Net Transaction
+$980.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
UNITED PARCEL SERVICE INC(UPS)030,565+30,56503,8541.06%+3,854
PFIZER INC(PFE)279,900397,720+117,8208,10010,5522.91%+2,451
ZIMMER BIOMET HOLDINGS INC(ZBH)45,87567,435+21,5604,9527,1231.96%+2,171
CAPRI HOLDINGS LIMITED
SHS
096,570+96,57002,0340.56%+2,034
KINDER MORGAN INC DEL(KMI)305,685302,785-2,9006,7538,2962.29%+1,544
MORGAN STANLEY(MS)75,37274,452-9207,8579,3602.58%+1,503
GOLDMAN SACHS GROUP INC(GS)18,14617,699-4478,98410,1352.80%+1,151
CORECIVIC INC(CXW)121,380121,38001,5352,6390.73%+1,103
CONSOL ENERGY INC NEW47,12056,340+9,2204,9316,0101.66%+1,079
MAIN STR CAP CORP(MAIN)121,616122,116+5006,0987,1541.97%+1,056
CITIGROUP INC(C)124,717125,642+9257,8078,8442.44%+1,037
MOSAIC CO NEW(MOS)042,100+42,10001,0350.29%+1,035
ALPHABET INC(GOOG)041,300+41,30007,8182.16%+7,818
FLAGSTAR FINANCIAL INC(FLG)0101,166+101,16609440.26%+944
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3305,330+4,0003001,2390.34%+939
SCHLUMBERGER LTD(SLB)0219,345+219,34508,4102.32%+8,410
COTERRA ENERGY INC16,35046,350+30,0003921,1840.33%+792
CISCO SYS INC(CSCO)142,417140,852-1,5657,5798,3382.30%+759
BAKER HUGHES COMPANY(BKR)170,045168,235-1,8106,1476,9011.90%+754
O-I GLASS INC(OI)81,435167,450+86,0151,0681,8150.50%+747
WALMART INC(WMT)79,71879,493-2256,4377,1821.98%+745
GENERAL MTRS CO(GM)78,75779,147+3903,5314,2161.16%+685
WILLIAMS COS INC(WMB)154,300140,880-13,4207,0447,6242.10%+581
APPLE INC(AAPL)35,38735,229-1588,2458,8222.43%+577
CLEVELAND-CLIFFS INC NEW(CLF)060,000+60,00005640.16%+564
NVIDIA CORPORATION(NVDA)35,41535,380-354,3014,7511.31%+450
FEDERATED HERMES INC(FHI)194,300184,410-9,8907,1447,5812.09%+437
MCKESSON CORP(MCK)5,4225,452+302,6813,1070.86%+426
CHENIERE ENERGY INC(LNG)10,89010,950+601,9582,3530.65%+394
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,000+4,00003870.11%+387
AT&T INC(T)183,010191,960+8,9504,0264,3711.21%+345
BROADCOM INC(AVGO)019,805+19,80504,5921.27%+4,592
COMCAST CORP NEW(CCZ)42,47055,450+12,9801,7742,0810.57%+307
UGI CORP NEW(UGI)82,05082,520+4702,0532,3300.64%+277
BANK AMERICA CORP46,59746,827+2301,8492,0580.57%+209
VALLEY NATL BANCORP(VLY)397,133418,233+21,1003,5983,7891.05%+191
CHEVRON CORP NEW(CVX)41,63443,539+1,9056,1316,3061.74%+175
TRAVEL PLUS LEISURE CO(TNL)36,00036,230+2301,6591,8280.50%+169
QUALCOMM INC(QCOM)025,915+25,91503,9811.10%+3,981
HEWLETT PACKARD ENTERPRISE C(HPE)136,750137,480+7302,7982,9350.81%+137
JPMORGAN CHASE & CO.(JPM)3,7353,73507888950.25%+108
SOFI TECHNOLOGIES INC(SOFI)65,00040,000-25,0005116160.17%+105
COLGATE PALMOLIVE CO(CL)2,3003,700+1,4002393360.09%+98
MICROSOFT CORP(MSFT)14,05314,507+4546,0476,1151.69%+68
FISERV INC(FISV)1,6181,61802913320.09%+42
CONOCOPHILLIPS(COP)2,0002,510+5102112490.07%+38
VANGUARD INDEX FDS3,7503,75001,0621,0870.30%+25
TOYOTA MOTOR CORP(TM)1,4001,40002502720.08%+22
BRISTOL-MYERS SQUIBB CO(BMY)4,2134,21302182380.07%+20
HONEYWELL INTL INC(HON)1,0261,02602122320.06%+20
ISHARES TR2,3952,340-556636760.19%+13
COSTCO WHSL CORP NEW(COST)32632602892990.08%+10
ARCH RESOURCES INC3,0253,02504184270.12%+9
UNITED STS 12 MONTH NAT GAS(UNL)20,50020,50001621670.05%+6
JOHNSON & JOHNSON(JNJ)7,9608,960+1,0001,2901,2960.36%+6
URANIUM ENERGY CORP(UEC)10,00010,000062670.02%+5
MOLSON COORS BEVERAGE CO(TAP)24,20524,345+1401,3921,3950.38%+3
ROSS STORES INC(ROST)2,6002,60003913930.11%+2
EATON CORP PLC(ETN)2,4002,40007957960.22%+1
SPDR S&P 500 ETF TR(SPY)1,2321,199-337077030.19%-4
ISHARES TR1,1851,18502252190.06%-6
PAN AMERN SILVER CORP(PAAS)10,00010,00002092020.06%-6
FORD MTR CO(F)10,25010,25001081010.03%-7
PROCTER AND GAMBLE CO(PG)2,0972,09703633520.10%-12
RTX CORPORATION(RTX)3,0003,00003633470.10%-16
NRG ENERGY INC(NRG)58,27058,600+3305,3085,2871.46%-22
FIFTH THIRD BANCORP(FITB)42,30042,30001,8121,7880.49%-24
CATERPILLAR INC(CAT)87287203413160.09%-25
PHILLIPS 66(PSX)1,7701,77002332020.06%-31
GENERAL DYNAMICS CORP(GD)92092002782420.07%-36
VERIZON COMMUNICATIONS INC(VZ)37,98041,720+3,7401,7061,6680.46%-37
MARATHON PETE CORP(MPC)2,0002,00003262790.08%-47
BERKSHIRE HATHAWAY INC DEL7,2257,22503,3253,2750.90%-50
AMGEN INC(AMGN)1,3471,34704343510.10%-83
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
42,15042,15002,5082,4250.67%-83
LOCKHEED MARTIN CORP(LMT)1,0001,00005854860.13%-99
SYSCO CORP(SYY)72,57572,505-705,6655,5441.53%-121
SMUCKER J M CO(SJM)28,68030,380+1,7003,4733,3450.92%-128
LAMAR ADVERTISING CO NEW(LAMR)25,63026,920+1,2903,4243,2770.90%-147
EAGLE MATLS INC(EXP)3,6003,60001,0368880.25%-147
PHILIP MORRIS INTL INC(PM)73,05072,450-6008,8688,7192.40%-149
HOME DEPOT INC(HD)15,13915,331+1926,1345,9641.64%-171
SPDR SER TR
ST STR SP DIV
11,66011,150-5101,6561,4730.41%-183
LYONDELLBASELL INDUSTRIES N
SHS - A -
83,882105,597+21,7158,0447,8432.16%-202
UNITED STS NAT GAS FD LP(UNG)12,5000-12,5002040-204
COCA COLA CO(KO)2,9690-2,9692130-213
VALERO ENERGY CORP(VLO)032,830+32,83004,0251.11%+4,025
NOVO-NORDISK A S(NVO)15,62018,950+3,3301,8601,6300.45%-230
UBER TECHNOLOGIES INC(UBER)3,2040-3,2042410-241
WOODSIDE ENERGY GROUP LTD(WDS)219,471226,249+6,7783,7843,5290.97%-254
INTEL CORP(INTC)11,2130-11,2132630-263
KIRBY CORP(KEX)40,93544,825+3,8905,0124,7421.31%-269
HP INC(HPQ)133,305138,005+4,7004,7824,5031.24%-279
WELLS FARGO CO NEW(WFC)5,0000-5,0002820-282
ALPHABET INC(GOOG)3,6501,650-2,0006103140.09%-296
UNITED AIRLS HLDGS INC(UAL)5,4000-5,4003080-308
D R HORTON INC(DHI)7,0607,06001,3479870.27%-360
EXXON MOBIL CORP54,53254,232-3006,3925,8341.61%-559
IRON MTN INC DEL(IRM)033,430+33,43003,5140.97%+3,514
KRAFT HEINZ CO(KHC)152,550155,590+3,0405,3564,7781.32%-578
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