Summit Street Capital Management’s Warrior Met Coal HCC Stock Holding History

Summit Street Capital 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	$32.8M	Hold	351,989	–	–	4.64%	6
2025 Q4	$31M	Sell	351,989 -65,148	-16%	-$4.9M	4.88%	1
2025 Q3	$26.5M	Sell	417,137 -21,289	-5%	-$1.22M	3.64%	11
2025 Q2	$20.1M	Sell	438,426 -67,062	-13%	-$3.11M	3.31%	14
2025 Q1	$24.1M	Buy	505,488 +45,504	+10%	+$2.32M	4.02%	6
2024 Q4	$24.9M	Buy	459,984 +286,082	+165%	+$18.3M	3.91%	8
2024 Q3	$11.1M	Buy	173,902 +2,691	+2%	+$167K	3.97%	5
2024 Q2	$10.7M	Buy	171,211 +7,540	+5%	+$488K	3.93%	7
2024 Q1	$9.93M	Hold	163,671	–	–	3.82%	7
2023 Q4	$9.98M	Hold	163,671	–	–	4.22%	3
2023 Q3	$8.36M	Buy	163,671 +47,479	+41%	+$1.99M	3.73%	3
2023 Q2	$4.53M	Buy	+116,192	New	+$4.21M	2.13%	27

Other funds holding HCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Summit Street Capital Management's HCC Position: Q1 2026 in Review

Summit Street Capital Management held its Warrior Met Coal (HCC) position steady in Q1 2026 at 351,989 shares worth $32.8M. The position accounts for 4.64% of the portfolio, ranked #6.

Summit Street Capital Management first reported a position in HCC in Q2 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

Summit Street Capital Management held 351,989 shares of Warrior Met Coal worth $32.8M as of Q1 2026.
Summit Street Capital Management left its Warrior Met Coal share count unchanged in Q1 2026.
Warrior Met Coal made up 4.64% of Summit Street Capital Management's portfolio in Q1 2026, its #6 holding.
Summit Street Capital Management first reported a position in Warrior Met Coal in Q2 2023 and has held it in 12 quarters since.
343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Summit Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.