James Investment Research’s Warrior Met Coal HCC Stock Holding History

James Investment Research’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	$1.28M	Hold	15,769	–	–	0.13%	153
2026 Q1	$1.47M	Buy	15,769 +23	+0.1%	+$2.07K	0.16%	132
2025 Q4	$1.39M	Hold	15,746	–	–	0.15%	128
2025 Q3	$1M	Buy	15,746 +1,875	+14%	+$107K	0.11%	162
2025 Q2	$636K	Hold	13,871	–	–	0.08%	195
2025 Q1	$662K	Hold	13,871	–	–	0.08%	184
2024 Q4	$752K	Sell	13,871 -4	-0%	-$256	0.09%	180
2024 Q3	$887K	Hold	13,875	–	–	0.1%	172
2024 Q2	$871K	Sell	13,875 -5	-0%	-$324	0.1%	168
2024 Q1	$843K	Buy	13,880 +9	+0.1%	+$545	0.1%	166
2023 Q4	$846K	Hold	13,871	–	–	0.11%	160
2023 Q3	$709K	Hold	13,871	–	–	0.09%	159
2023 Q2	$540K	Hold	13,871	–	–	0.07%	181
2023 Q1	$509K	Hold	13,871	–	–	0.07%	184
2022 Q4	$480K	Buy	13,871 +5,671	+69%	+$201K	0.07%	178
2022 Q3	$233K	Buy	+8,200	New	+$252K	0.03%	240
2019 Q3	–	Sell	-8,170	Closed	-$213K	–	599
2019 Q2	$213K	Sell	8,170 -16,770	-67%	-$478K	0.02%	354
2019 Q1	$758K	Sell	24,940 -19,460	-44%	-$532K	0.05%	272
2018 Q4	$1.07M	Buy	+44,400	New	+$1.13M	0.07%	302
2018 Q3	–	Sell	-73,575	Closed	-$2.03M	–	819
2018 Q2	$2.03M	Buy	+73,575	New	+$1.94M	0.08%	348

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

James Investment Research's HCC Position: Q2 2026 in Review

James Investment Research held its Warrior Met Coal (HCC) position steady in Q2 2026 at 15,769 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #153.

James Investment Research first reported a position in HCC in Q2 2018 and has held it in 20 quarters since. The position peaked at $2.03M in Q2 2018. 342 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

James Investment Research held 15,769 shares of Warrior Met Coal worth $1.28M as of Q2 2026.
James Investment Research left its Warrior Met Coal share count unchanged in Q2 2026.
Warrior Met Coal made up 0.13% of James Investment Research's portfolio in Q2 2026, its #153 holding.
James Investment Research first reported a position in Warrior Met Coal in Q2 2018 and has held it in 20 quarters since.
James Investment Research's Warrior Met Coal position peaked at $2.03M in Q2 2018.
342 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.