Evergreen Capital Management’s Warrior Met Coal HCC Stock Holding History

Evergreen Capital Management’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$449K	Sell	4,824 -23	-0.5%	-$2.07K	0.01%	859
2025 Q4	$427K	Buy	4,847 +42	+0.9%	+$3.16K	0.01%	841
2025 Q3	$306K	Buy	+4,805	New	+$275K	0.01%	959
2025 Q2	–	Sell	-4,325	Closed	-$206K	–	1183
2025 Q1	$206K	Buy	4,325 +414	+11%	+$21.1K	0.01%	986
2024 Q4	$212K	Buy	3,911 +23	+0.6%	+$1.47K	0.01%	954
2024 Q3	$248K	Sell	3,888 -15	-0.4%	-$932	0.01%	813
2024 Q2	$245K	Buy	3,903 +231	+6%	+$15K	0.01%	747
2024 Q1	$223K	Buy	3,672 +61	+2%	+$3.69K	0.01%	751
2023 Q4	$220K	Buy	+3,611	New	+$191K	0.01%	739
2018 Q2	–	Sell	-57,855	Closed	-$1.62M	–	383
2018 Q1	$1.62M	Sell	57,855 -96,295	-62%	-$2.79M	0.16%	117
2017 Q4	$3.88M	Buy	+154,150	New	+$3.87M	0.39%	64
2017 Q3	–	Sell	-182,585	Closed	-$3.13M	–	190
2017 Q2	$3.13M	Buy	+182,585	New	+$3.17M	0.5%	56

Other funds holding HCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Evergreen Capital Management's HCC Position: Q1 2026 in Review

Evergreen Capital Management reduced its Warrior Met Coal (HCC) stake by 0.47% in Q1 2026, selling an estimated $2.07K and leaving 4,824 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #859.

Evergreen Capital Management first reported a position in HCC in Q2 2017 and has held it in 12 quarters since. The position peaked at $3.88M in Q4 2017. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

Evergreen Capital Management held 4,824 shares of Warrior Met Coal worth $449K as of Q1 2026.
Evergreen Capital Management sold 23 Warrior Met Coal shares in Q1 2026, an estimated $2.07K.
Warrior Met Coal made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #859 holding.
Evergreen Capital Management first reported a position in Warrior Met Coal in Q2 2017 and has held it in 12 quarters since.
Evergreen Capital Management's Warrior Met Coal position peaked at $3.88M in Q4 2017.
343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.