White Oak Capital Partners’s Warrior Met Coal HCC Stock Holding History

White Oak Capital Partners’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	$11.4M	Buy	141,002 +9,770	+7%	+$883K	2.68%	7
2026 Q1	$12.4M	Buy	131,232 +88,510	+207%	+$7.97M	4.69%	5
2025 Q4	$3.79M	Buy	42,722 +13,602	+47%	+$1.02M	1.44%	11
2025 Q3	$1.88M	Hold	29,120	–	–	0.73%	10
2025 Q2	$1.29M	Sell	29,120 -532	-2%	-$24.7K	0.44%	10
2025 Q1	$1.29M	Buy	29,652 +21,500	+264%	+$1.1M	0.53%	8
2024 Q4	$445K	Buy	+8,152	New	+$521K	0.25%	9

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

White Oak Capital Partners's HCC Position: Q2 2026 in Review

White Oak Capital Partners increased its Warrior Met Coal (HCC) stake by 7.4% in Q2 2026, buying an estimated $883K and bringing the position to 141,002 shares worth $11.4M. The position accounts for 2.68% of the portfolio, ranked #7.

White Oak Capital Partners first reported a position in HCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4M in Q1 2026. 341 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

White Oak Capital Partners held 141,002 shares of Warrior Met Coal worth $11.4M as of Q2 2026.
White Oak Capital Partners bought 9,770 Warrior Met Coal shares in Q2 2026, an estimated $883K.
Warrior Met Coal made up 2.68% of White Oak Capital Partners's portfolio in Q2 2026, its #7 holding.
White Oak Capital Partners first reported a position in Warrior Met Coal in Q4 2024 and has held it in 7 quarters since.
White Oak Capital Partners's Warrior Met Coal position peaked at $12.4M in Q1 2026.
341 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on White Oak Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.