Rothschild Investment LLC’s Warrior Met Coal HCC Stock Holding History

Rothschild Investment LLC’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	$7.71K	Buy	95 +6	+7%	+$542	﹤0.01%	2036
2026 Q1	$8.29K	Buy	89 +16	+22%	+$1.44K	﹤0.01%	1786
2025 Q4	$6.44K	Buy	73 +3	+4%	+$226	﹤0.01%	1760
2025 Q3	$4.46K	Buy	70 +5	+8%	+$286	﹤0.01%	1757
2025 Q2	$2.98K	Sell	65 -30	-32%	-$1.39K	﹤0.01%	1795
2025 Q1	$4.53K	Buy	95 +50	+111%	+$2.55K	﹤0.01%	1484
2024 Q4	$2.44K	Hold	45	–	–	﹤0.01%	1690
2024 Q3	$2.88K	Buy	45 +30	+200%	+$1.86K	﹤0.01%	1540
2024 Q2	$942	Buy	15 +10	+200%	+$648	﹤0.01%	1693
2024 Q1	$304	Buy	+5	New	+$303	﹤0.01%	1551

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 $59.9B AUM 27.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's HCC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Warrior Met Coal (HCC) stake by 6.7% in Q2 2026, buying an estimated $542 and bringing the position to 95 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Rothschild Investment LLC first reported a position in HCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.29K in Q1 2026. 153 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

Rothschild Investment LLC held 95 shares of Warrior Met Coal worth $7.71K as of Q2 2026.
Rothschild Investment LLC bought 6 Warrior Met Coal shares in Q2 2026, an estimated $542.
Warrior Met Coal made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2036 holding.
Rothschild Investment LLC first reported a position in Warrior Met Coal in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Warrior Met Coal position peaked at $8.29K in Q1 2026.
153 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.