← Holdings
HCC

WARRIOR MET COAL INC

2 managers · $193M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$193M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
PabraiTrim-3.69%$142M43.32%Deep value / Concentrated
HoskingⓘTrim-8.21%$51M1.82%Contrarian value / Global diversified
What managers sayⓘ
2026-09-30Pabrai Wagons ETFBullPabrai Wagons|投资者演示材料|2026-09-30Detail →
2026-09-30Pabrai Wagons ETFBullPabrai Wagons|基金概况|2026-09-30Detail →
2026-09-23Pabrai Wagons ETFBullPabrai Wagons|投资者电话会逐字稿|2026-09-23Detail →
2026-06-30Pabrai Wagons ETFBullPabrai Wagons|年度股东简报(WAGN)|2026-06-30Detail →
2026-06-10Pabrai Wagons ETFBullPabrai Wagons|投资者电话会逐字稿|2026-06-10Detail →
2026-03-31Pabrai Wagons ETFBullPabrai Wagons|完整持仓报告|2026-03-31Detail →
2026-03-11Pabrai Wagons ETFBullPabrai Wagons|投资者电话会逐字稿|2026-03-11Detail →
2026-01-19Hosking PartnersBullQ4 2025 - Quarterly Report CommentaryDetail →
Earnings Callsⓘ
Q2 2026August 12, 2026
›
Exceeded expectations. Blue Creek marks an inflection point in profitability, with quarterly free cash flow of $103 million. Sales volume of 3.7 million short tons was up 65% YoY, adjusted EBITDA of $157 million was up 193% YoY, and cash costs of $93/ton were down 9% YoY. Blue Creek's ramp-up is proceeding smoothly, customer feedback has exceeded expectations, full-year sales volume guidance has been raised to 5 million short tons with 90% already contracted, and market share is increasing. Raised full-year sales volume and production guidance by 0.5 million short tons. Risks: 2H prices are expected to be lower than 1H, with weak secondary indices and high freight rates constraining realizations.
Q1 2026April 30, 2026
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Q4 2026February 12, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 5% · latest net margin 4.4% · FCF consistently positive

Revenue$1.31B
Rev. YoY-14.1%
Gross margin25%
Net margin4.4%
Net income$0.06B
Free cash flow—
Operating cash flow$0.23B
ROE2.7%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.