Warrior Met Coal (HCC): A Volatile Stock with Significant Upside
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 3,879,058 | $314,824,367 | 0.53% | |
| 2. | Hosking Partners Jeremy Hosking | 634,480 | $51,494,397 | -4% | 1.71% |
| 3. | White Oak Capital Partners Prashant Khemka | 141,002 | $11,394,000 | +8% | 2.68% |
| 4. | Hi-Line Capital Management Michael Anderson | 80,456 | $6,529,809 | +2% | 1.84% |
| 5. | Skylands Capital Charles Paquelet | 66,500 | $5,397,140 | +191% | 0.66% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.43 | 1,815 | $84,270.45 | 188,933 | 2025-05-22 | Filing | |
| $58.15 | 2,000 | $116,300.00 | 30,270 | 2024-02-23 | Filing | |
| $32.01 | 1,500 | $48,015.00 | 1,500 | 2022-08-11 | Filing | |
| $22.22 | 1,200 | $26,664.00 | 40,571 | 2019-08-15 | Filing | |
| $17.99 | 3,000 | $53,970.00 | 3,000 | 2017-05-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $110.00 | 20,000 | $2,200,000.00 | 67,775 | 2026-06-02 | Filing | |
| $100.31 | 100,000 | $10,031,000.00 | 294,183 | 2026-01-12 | Filing | |
| $100.00 | 10,000 | $1,000,000.00 | 70,580 | 2026-01-12 | Filing | |
| $80.54 | 1,498 | $120,648.92 | 19,824 | 2025-11-13 | Filing | |
| $84.75 | 585 | $49,578.75 | 21,322 | 2025-11-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,472,934 | $606,503,301 | 0.01% | |
| 2. | 4,041,591 | $328,015,526 | 0.01% | |
| 3. | 1,233,340 | $100,105,146 | 0.09% | |
| 4. | 951,045 | $77,186,812 | 4.44% | |
| 5. | 440,840 | $35,778,575 | 0.32% |