Oxbow Capital Management (hk) LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Oxbow Capital Management (hk) LTD disclosed 4 US equity positions worth $354.8m in its Q2 2026 13F filing. The largest position was COHR at 46.7% of the reported book, followed by SNDK and HBM. Against the Q1 2026 filing, it opened 1 new position, added to 2 and reduced 1 among the top 4 holdings.
What did Oxbow Capital Management (hk) LTD own in Q2 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | COHR COHERENT CORP | Technology | 46.7% | $165.7m | 420,000 | 4% | added |
| 2 | SNDK SANDISK CORP | Technology | 25.6% | $90.9m | 40,000 | -77% | reduced |
| 3 | HBM HUDBAY MINERALS INC | Basic Materials | 19.6% | $69.6m | 2,950,000 | 200% | added |
| 4 | ALM ALMONTY INDS INC | 8.0% | $28.6m | 1,724,226 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.