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Forest Avenue Capital Management’s Warrior Met Coal HCC Stock Holding History

Forest Avenue 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 		– Sell
-285,838
Closed -$26.6M – 28
2026
Q1 		$26.6M Sell
285,838
-121,638
-30% -$11M 1.58% 24
2025
Q4 		$35.9M Sell
407,476
-132,764
-25% -$9.98M 2.37% 13
2025
Q3 		$34.4M Buy
540,240
+183,667
+52% +$10.5M 2.53% 16
2025
Q2 		$16.3M Sell
356,573
-295,077
-45% -$13.7M 1.27% 17
2025
Q1 		$31.1M Buy
651,650
+106,461
+20% +$5.44M 4.25% 12
2024
Q4 		$29.6M Buy
545,189
+133,642
+32% +$8.54M 2.7% 17
2024
Q3 		$26.3M Buy
411,547
+200,533
+95% +$12.5M 3.19% 15
2024
Q2 		$13.2M Buy
211,014
+100,714
+91% +$6.53M 1.83% 22
2024
Q1 		$6.7M Hold
110,300
– – 1.64% 18
2023
Q4 		$6.72M Buy
+110,300
New +$5.82M 2.28% 17

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forest Avenue Capital Management's HCC Position: Q2 2026 in Review

Forest Avenue Capital Management sold out of Warrior Met Coal (HCC) in Q2 2026, closing a stake of 285,838 shares — an estimated $26.6M sold.

Forest Avenue Capital Management first reported a position in HCC in Q4 2023 and held it in 10 quarters. The position peaked at $35.9M in Q4 2025. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Forest Avenue Capital Management reported no remaining Warrior Met Coal position as of Q2 2026 after selling out during the quarter.
  • Forest Avenue Capital Management sold 285,838 Warrior Met Coal shares in Q2 2026, an estimated $26.6M.
  • Forest Avenue Capital Management first reported a position in Warrior Met Coal in Q4 2023 and held it in 10 quarters.
  • Forest Avenue Capital Management's Warrior Met Coal position peaked at $35.9M in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Forest Avenue Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.