LAM
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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
Q2 		$608K Buy
7,493
+238
+3% +$21.5K 0.33% 68
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 $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

Lakewood Asset Management's HCC Position: Q2 2026 in Review

Lakewood Asset Management increased its Warrior Met Coal (HCC) stake by 3.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 7,493 shares worth $608K. The position accounts for 0.33% of the portfolio, ranked #68.

Lakewood Asset Management first reported a position in HCC in Q4 2022 and has held it in 15 quarters since. The position peaked at $676K in Q1 2026. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Lakewood Asset Management held 7,493 shares of Warrior Met Coal worth $608K as of Q2 2026.
  • Lakewood Asset Management bought 238 Warrior Met Coal shares in Q2 2026, an estimated $21.5K.
  • Warrior Met Coal made up 0.33% of Lakewood Asset Management's portfolio in Q2 2026, its #68 holding.
  • Lakewood Asset Management first reported a position in Warrior Met Coal in Q4 2022 and has held it in 15 quarters since.
  • Lakewood Asset Management's Warrior Met Coal position peaked at $676K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.