FACM
HCC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Forest Avenue Capital Management's HCC Position: Q1 2026 in Review

Forest Avenue Capital Management reduced its Warrior Met Coal (HCC) stake by 30% in Q1 2026, selling an estimated $11M and leaving 285,838 shares worth $26.6M. The position accounts for 1.58% of the portfolio, ranked #24.

Forest Avenue Capital Management first reported a position in HCC in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.9M in Q4 2025. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Forest Avenue Capital Management held 285,838 shares of Warrior Met Coal worth $26.6M as of Q1 2026.
  • Forest Avenue Capital Management sold 121,638 Warrior Met Coal shares in Q1 2026, an estimated $11M.
  • Warrior Met Coal made up 1.58% of Forest Avenue Capital Management's portfolio in Q1 2026, its #24 holding.
  • Forest Avenue Capital Management first reported a position in Warrior Met Coal in Q4 2023 and has held it in 10 quarters since.
  • Forest Avenue Capital Management's Warrior Met Coal position peaked at $35.9M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

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