Salomon & Ludwin’s Warrior Met Coal HCC Stock Holding History

Salomon & Ludwin’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 Q3	$38.4K	Sell	436 -103	-19%	-$9.39K	﹤0.01%	583
2026 Q2	$42.2K	Buy	539 +95	+21%	+$8.59K	﹤0.01%	630
2026 Q1	$42.1K	Buy	444 +75	+20%	+$6.75K	﹤0.01%	570
2025 Q4	$33.2K	Buy	369 +4	+1%	+$301	﹤0.01%	566
2025 Q3	$23.4K	Buy	+365	New	+$20.9K	﹤0.01%	718

Other funds holding HCC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

WOCP

White Oak Capital Partners Singapore $343M AUM 6.37% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Salomon & Ludwin's HCC Position: Q3 2026 in Review

Salomon & Ludwin reduced its Warrior Met Coal (HCC) stake by 19% in Q3 2026, selling an estimated $9.39K and leaving 436 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Salomon & Ludwin first reported a position in HCC in Q3 2025 and has held it in 5 quarters since. The position peaked at $42.2K in Q2 2026. 143 funds tracked by Wall St. Rank hold HCC as of Q3 2026.

Salomon & Ludwin held 436 shares of Warrior Met Coal worth $38.4K as of Q3 2026.
Salomon & Ludwin sold 103 Warrior Met Coal shares in Q3 2026, an estimated $9.39K.
Warrior Met Coal made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #583 holding.
Salomon & Ludwin first reported a position in Warrior Met Coal in Q3 2025 and has held it in 5 quarters since.
Salomon & Ludwin's Warrior Met Coal position peaked at $42.2K in Q2 2026.
143 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.