account_balance
Investment manager · 13F filer · SEC CIK 1442573
Hourglass Capital, LLC
Reported value$488Mas of Sep 30, 2026
Positions125 6 new, 8 sold out
Top 10 weight24.9%GOOGL alone is 3%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
2.9%
NVDANVIDIA Corp
2.8%Added +3%
NEMNewmont Corp
2.7%Added +5%
CCitigroup Inc
2.7%Added +7%
CNRCore Natural Resources, Inc.
2.5%
SPYSPDR S&P 500 ETF Trust
2.4%Trimmed −12%
CSCOCisco Systems, Inc.
2.3%
MSFTMicrosoft Corp
2.3%
MSMorgan Stanley
2.2%Added +3%
GSGoldman Sachs Group Inc
2.1%
UBERUber Technologies, Inc
2.1%Added +5%
FCXFreeport-McMoRan Inc
2.0%Added +6%
GOOGLAlphabet Inc.
2.9%
NVDANVIDIA Corp
2.8%
NEMNewmont Corp
2.7%
CCitigroup Inc
2.7%+7%
CNRCore Natural Resources, Inc.
2.5%
SPYSPDR S&P 500 ETF Trust
2.4%−12%
CSCOCisco Systems, Inc.
2.3%
MSFTMicrosoft Corp
2.3%
MSMorgan Stanley
2.2%
GSGoldman Sachs Group Inc
2.1%
UBERUber Technologies, Inc
2.1%
FCXFreeport-McMoRan Inc
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 2.9% HeldNVDA NVIDIA Corp 2.8% Added +3%NEM Newmont Corp 2.7% Added +5%C Citigroup Inc 2.7% Added +7%CNR Core Natural Resources, Inc. 2.5% HeldSPY SPDR S&P 500 ETF Trust 2.4% Trimmed −12%CSCO Cisco Systems, Inc. 2.3% HeldMSFT Microsoft Corp 2.3% HeldMS Morgan Stanley 2.2% Added +3%GS Goldman Sachs Group Inc 2.1% HeldUBER Uber Technologies, Inc 2.1% Added +5%FCX Freeport-McMoRan Inc 2.0% Added +6%
What changed
Biggest moves since Jun 30, 2026
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