Oxbow Capital Management (HK) Ltd 13F Holdings · Q2 2026
Oxbow Capital Management (HK) Ltd reported 4 securities worth $354.83M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: COHR (46.69%), SNDK (25.63%), HBM (19.63%). Among its top 25 positions this quarter: 1 new, 2 added, 1 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | $165.7M | 46.69% | 420,000 | Added |
| 2 | SNDK | SANDISK CORP | $90.9M | 25.63% | 40,000 | Trimmed |
| 3 | HBM | HUDBAY MINERALS INC | $69.6M | 19.63% | 3.0M | Added |
| 4 | ALM | ALMONTY INDS INC | $28.6M | 8.05% | 1.7M | New |
| 5 | AA | ALCOA CORP | $0 | 0.00% | 0 | Exited |
| 6 | ACMR | ACM RESH INC | $0 | 0.00% | 0 | Exited |
| 7 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR