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Disclosery

Hosking Partners LLP: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hosking Partners LLP on LRCX, newest first. How the timeline and the estimate are built.

Hosking Partners LLP held 85,010 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,010 shares
    Change vs previous 13F -21,960 shares

    1.22% of the 13F portfolio, value $36,837,383.

    13F-HR 0001650135-26-000004 filed by Hosking Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 106,970 shares
    Change vs previous 13F -31,517 shares

    0.82% of the 13F portfolio, value $22,855,210.

    13F-HR 0001650135-26-000003 filed by Hosking Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 138,487 shares
    Change vs previous 13F -21,668 shares

    0.81% of the 13F portfolio, value $23,706,205.

    13F-HR 0001650135-26-000001 filed by Hosking Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 160,155 shares
    Change vs previous 13F -143 shares

    0.78% of the 13F portfolio, value $21,444,755.

    13F-HR 0001650135-25-000010 filed by Hosking Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 160,298 shares
    Change vs previous 13F -1,318 shares

    0.62% of the 13F portfolio, value $15,603,407.

    13F-HR 0001650135-25-000005 filed by Hosking Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 161,616 shares
    Change vs previous 13F -1,520 shares

    0.5% of the 13F portfolio, value $11,749,483.

    13F-HR 0001650135-25-000003 filed by Hosking Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 163,136 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $11,783,313.

    13F-HR 0001650135-25-000002 filed by Hosking Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).