Hourglass Capital, LLC - Q42025 Holdings

Hourglass Capital, LLC holds 114 stocks with a total portfolio value of $ 463.68M as of Q42025. In Q42025, Hourglass Capital, LLC added 10 new positions, increased stakes in 32 stocks, reduced 50 holdings, and fully exited 2 positions. The largest holding is Newmont Corp (NEM), representing 3.35% of the total portfolio.