Which hedge funds own HBM? HUDBAY MINERALS INC, Q2 2026 13F holders
44 tracked hedge funds disclosed a position in HBM (HUDBAY MINERALS INC) in their Q2 2026 13F filings, worth $1.3bn in total. The largest holder by portfolio weight is GMT Capital Corp at 22.5% of its book. 20 opened a new position this quarter: L1 Capital Pty Ltd, Thomist Capital Management, LP, Bornite Capital Management LP, Extract Advisors LLC. 19 exited: Mountaineer Partners Management, LLC, SIR Capital Management, L.P., Yaupon Capital Management LP.
- 44
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 20
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $555m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $246m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.3bn
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Mountaineer Partners Management, LLC | 7.3% | $14.8m |
| SIR Capital Management, L.P. | 1.3% | $13.5m |
| Yaupon Capital Management LP | 0.7% | $13.6m |
| Moore Capital Management, LP | 0.3% | $8.5m |
| Greenland Capital Management LP | 0.2% | $1.0m |
| FORA Capital, LLC | 0.2% | $2.6m |
| Quantbot Technologies LP | 0.09% | $2.3m |
| Campbell & CO Investment Adviser LLC | 0.09% | $1.5m |
| Brevan Howard Capital Management LP | 0.08% | $7.8m |
| Arrowstreet Capital, Limited Partnership | 0.08% | $141m |
| Qube Research & Technologies Ltd | 0.04% | $25.2m |
| CenterBook Partners LP | 0.02% | $336k |
| Magnetar Financial LLC | 0.02% | $1.6m |
| Maverick Capital Ltd | 0.01% | $1.2m |
| Hudson Bay Capital Management LP | 0.01% | $2.1m |
| Balyasny Asset Management L.P. | 0.01% | $6.1m |
| Walleye Capital LLC | 0.01% | $1.4m |
| Engineers Gate Manager LP | 0.01% | $596k |
| Schonfeld Strategic Advisors LLC | 0.0% | $427k |
Ownership over time
Who discovered HBM first? Beta
The run: Q1 2020 → Q1 2022, +313%
| GMT Capital Corp high conviction | Q3 2020 | 4.0% | +28.5 pts |
| L1 Capital Pty Ltd high conviction | Q2 2021 | – | +13.7 pts |
| Mountaineer Partners Management, LLC high conviction | Q2 2024 | – | +10.6 pts |
| Condire Management, LP high conviction | Q3 2021 | – | +2.7 pts |
| Encompass Capital Advisors LLC | Q4 2023 | 0.7% | +1.9 pts |
| Boundary Creek Advisors LP high conviction | Q4 2022 | – | +1.7 pts |
| Hillsdale Investment Management Inc. | Q4 2016 | – | +0.1 pts |
| Tetragon Partners GP Ltd | Q2 2015 | 0.08% | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.