Thomist Capital Management’s Hudbay HBM Stock Holding History

Thomist Capital Management’s Portfolio HBM Stock Details HBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.3M	Buy	+734,227	New	+$18.6M	5.5%	6
2026 Q1	–	Sell	-599,600	Closed	-$11.9M	–	74
2025 Q4	$11.9M	Buy	+599,600	New	+$10.1M	2.53%	13
2025 Q3	–	Sell	-1,268,513	Closed	-$13.4M	–	83
2025 Q2	$13.4M	Sell	1,268,513 -416,187	-25%	-$3.47M	4.98%	7
2025 Q1	$13M	Buy	+1,684,700	New	+$13.7M	5.11%	5
2023 Q4	–	Sell	-237,896	Closed	-$1.16M	–	32
2023 Q3	$1.16M	Buy	+237,896	New	+$1.21M	0.72%	19
2023 Q1	–	Sell	-563,800	Closed	-$2.85M	–	29
2022 Q4	$2.85M	Buy	+563,800	New	+$2.72M	1.4%	23

Other funds holding HBM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Thomist Capital Management's HBM Position: Q2 2026 in Review

Thomist Capital Management opened a new position in Hudbay (HBM) in Q2 2026: 734,227 shares worth $17.3M. The stake represents 5.5% of the portfolio and ranks #6 among its holdings. This is a return to the name: Thomist Capital Management previously reported a position in HBM as recently as Q4 2025.

Thomist Capital Management first reported a position in HBM in Q4 2022 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold HBM as of Q2 2026.

Thomist Capital Management held 734,227 shares of Hudbay worth $17.3M as of Q2 2026.
Hudbay was a new Thomist Capital Management position in Q2 2026.
Hudbay made up 5.5% of Thomist Capital Management's portfolio in Q2 2026, its #6 holding.
Thomist Capital Management first reported a position in Hudbay in Q4 2022 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held Hudbay as of Q2 2026.

Based on Thomist Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.