Oxbow Capital Management (HK) Ltd: 13F holdings
CIK 17132692026Q2
| Positions | 4 |
|---|
| Reported value | $354.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 4 (-2 vs prior quarter) |
|---|
| Reported value | $354.8m (-4.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| COHR COHERENT CORP | 420,000 | $165.7m | 46.7% |
| SNDK SANDISK CORP | 40,000 | $90.9m | 25.6% |
| HBM HUDBAY MINERALS INC | 2,950,000 | $69.6m | 19.6% |
| ALM ALMONTY INDS INC | 1,724,226 | $28.6m | 8.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1713269")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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