LAM
HCC icon

Lakewood Asset Management’s Warrior Met Coal HCC Stock Holding History

Lakewood Asset 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 		$676K Buy
7,255
+153
+2% +$13.8K 0.43% 59
2025
Q4 		$626K Buy
7,102
+345
+5% +$25.9K 0.37% 57
2025
Q3 		$430K Sell
6,757
-9
-0.1% -$514 0.26% 73
2025
Q2 		$310K Sell
6,766
-49
-0.7% -$2.27K 0.21% 78
2025
Q1 		$325K Buy
6,815
+21
+0.3% +$1.07K 0.22% 73
2024
Q4 		$368K Buy
6,794
+87
+1% +$5.56K 0.25% 80
2024
Q3 		$429K Buy
6,707
+494
+8% +$30.7K 0.29% 74
2024
Q2 		$390K Buy
6,213
+143
+2% +$9.27K 0.27% 73
2024
Q1 		$368K Sell
6,070
-14
-0.2% -$848 0.25% 77
2023
Q4 		$371K Sell
6,084
-114
-2% -$6.02K 0.29% 74
2023
Q3 		$317K Buy
6,198
+101
+2% +$4.24K 0.26% 81
2023
Q2 		$237K Buy
6,097
+281
+5% +$10.2K 0.19% 98
2023
Q1 		$214K Buy
5,816
+48
+0.8% +$1.77K 0.18% 104
2022
Q4 		$200K Buy
+5,768
New +$204K 0.16% 107

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

Lakewood Asset Management's HCC Position: Q1 2026 in Review

Lakewood Asset Management increased its Warrior Met Coal (HCC) stake by 2.2% in Q1 2026, buying an estimated $13.8K and bringing the position to 7,255 shares worth $676K. The position accounts for 0.43% of the portfolio, ranked #59.

Lakewood Asset Management first reported a position in HCC in Q4 2022 and has held it in 14 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Lakewood Asset Management held 7,255 shares of Warrior Met Coal worth $676K as of Q1 2026.
  • Lakewood Asset Management bought 153 Warrior Met Coal shares in Q1 2026, an estimated $13.8K.
  • Warrior Met Coal made up 0.43% of Lakewood Asset Management's portfolio in Q1 2026, its #59 holding.
  • Lakewood Asset Management first reported a position in Warrior Met Coal in Q4 2022 and has held it in 14 quarters since.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.