Hourglass Capital, LLC - Q12026 Holdings

Hourglass Capital, LLC holds 130 stocks with a total portfolio value of $ 480.5M as of Q12026. In Q12026, Hourglass Capital, LLC added 52 new positions, increased stakes in 32 stocks, reduced 41 holdings, and fully exited 36 positions. The largest holding is Core Nat Res Inc (CNR), representing 2.71% of the total portfolio.