SEC 13F Intelligence

Hourglass Capital, LLC / MCK

Hourglass Capital, LLC’s Mckesson Corp Position

Does Hourglass Capital, LLC own Mckesson Corp (MCK)? Not currently — the last reported position was 6.0K shares worth $5M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2025
Shares
6.0K
% of Portfolio
+1.06%
Quarters Held
24
position exited

Position History MCK

Reported value by quarter
Q1 ’20: $296,000Q1 ’20Q2 ’20: $427,000Q3 ’20: $438,000Q4 ’20: $517,000Q4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $2MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20256.0K$5M+1.06%
Q3 20256.1K$5M+1.06%
Q2 20256.1K$4M+1.11%
Q1 20256.1K$4M+1.08%
Q4 20245.5K$3M+0.86%
Q3 20245.4K$3M+0.75%
Q2 20245.3K$3M+0.92%
Q1 20245.3K$3M+0.85%
Q4 20235.2K$2M+0.78%
Q3 20235.2K$2M+0.80%
Q2 20235.2K$2M+0.78%
Q1 20235.2K$2M+0.67%
Q4 20225.2K$2M+0.68%
Q3 20225.2K$2M+0.67%
Q2 20228.8K$3M+1.01%
Q1 20228.3K$3M+0.80%
Q4 20216.1K$2M+0.51%
Q3 20216.1K$1M+0.33%
Q2 20216.0K$1M+0.27%
Q1 20216.0K$1M+0.29%
Q4 20203.0K$517,000+0.15%
Q3 20202.9K$438,000+0.15%
Q2 20202.8K$427,000+0.15%
Q1 20202.2K$296,000+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hourglass Capital, LLC’s full portfolio or all institutional holders of MCK.