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 Q2	$391K	Sell	4,813 -11	-0.2%	-$995	0.01%	1049
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's HCC Position: Q2 2026 in Review

Evergreen Capital Management reduced its Warrior Met Coal (HCC) stake by 0.23% in Q2 2026, selling an estimated $995 and leaving 4,813 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #1049.

Evergreen Capital Management first reported a position in HCC in Q2 2017 and has held it in 13 quarters since. The position peaked at $3.88M in Q4 2017. 344 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

Evergreen Capital Management held 4,813 shares of Warrior Met Coal worth $391K as of Q2 2026.
Evergreen Capital Management sold 11 Warrior Met Coal shares in Q2 2026, an estimated $995.
Warrior Met Coal made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1049 holding.
Evergreen Capital Management first reported a position in Warrior Met Coal in Q2 2017 and has held it in 13 quarters since.
Evergreen Capital Management's Warrior Met Coal position peaked at $3.88M in Q4 2017.
344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.