13F Holdings Comparison: Hourglass Capital, LLC Q3 2022 vs. Q4 2022

The investment world is constantly changing, and keeping up with the latest trends is crucial for staying on top of your game. One way to do this is by tracking the quarterly 13F holdings of major investment firms, which can reveal important insights into their investment strategies.

In this post, we'll be analyzing the Q3 2022 vs. Q4 2022 13F holdings comparison for Hourglass Capital, LLC. We'll be using a CSV containing information on the changes in the fund's holdings during this period. Let's dive in!

Introduction

Hourglass Capital, LLC is a major investment firm with a diverse portfolio of holdings across different sectors. By examining their 13F filings, we can gain valuable insights into their investment strategy and identify trends in the market that they are anticipating. In this post, we will be comparing their Q3 2022 and Q4 2022 holdings to identify any changes in their approach.

Main Body

After examining the CSV, several trends emerge in Hourglass Capital's Q3 to Q4 holdings comparison. The first and most significant trend is the decreasing holdings in ABBV, SLB, and XOM. While there were some minor fluctuations in the number of shares held in these companies, each of them saw a double-digit percentage decrease in their value. This suggests that Hourglass Capital has grown more cautious in their approach towards the oil and gas sector, potentially due to concerns about the impact of climate change and the transition away from fossil fuels.

On the other side of the spectrum, Hourglass Capital has increased its holdings in several tech companies such as ORCL, IBM, and MSFT. While there were some minor fluctuations in the number of shares held in these companies, each of them saw a double-digit percentage increase in their value. This suggests that Hourglass Capital is bullish on the tech industry, anticipating further growth in the sector.

Another notable trend in Hourglass Capital's Q3 to Q4 holdings comparison is their increased holdings in BKR and MTB. Both of these companies saw a significant increase in their value and number of shares held by Hourglass Capital. This suggests that Hourglass Capital is bullish on the banking and financial sectors, potentially anticipating an increase in interest rates and economic growth.

Conclusion

Examining the Q3 to Q4 holdings of Hourglass Capital, LLC has provided some valuable insights into their investment strategy. While there were some fluctuations in their holdings across different sectors, several trends emerged, including a decreased focus on the oil and gas sector and an increased bullishness on the tech and financial sectors. As investment professionals, it's crucial to stay up-to-date on these trends to make informed decisions about where to invest.