HCC
Warrior Met Coal Inc
3 super-investors hold HCC worth a combined $252M. The largest position: Mohnish Pabrai at 39.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 46 — ranked #65 of 724 scored stocks.
Why super-investors own HCC
Mohnish Pabrai dominates the cohort's $252M combined stake in HCC, holding $169M at a striking 39.9% portfolio concentration — one of the highest conviction bets in the entire tracked universe. Third Avenue Management and Joel Greenblatt round out a cohort that has held steady at two to three owners for eight consecutive quarters, signaling neither meaningful accumulation nor abandonment across the group. The only move this quarter was a trim by Third Avenue, suggesting mild fading at the margin. Pabrai's outsized, unchanged position remains the defining story: HCC's met coal exposure appears to fit his deep-value, high-conviction framework, and until he moves, the cohort's interest level is essentially his.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- FDA Clears Manufacturing Concern Behind Rivoceranib/Camrelizumab CRL in HCCCancerNetwork ·
- Blue Creek Completion and Supply Constraints Could Be A Game Changer For Warrior Met Coal (HCC)simplywall.st ·
- Warrior Met Coal: Blue Creek Strengthens The Case, But Cash Flow Has Not Caught Up (HCC)Seeking Alpha ·
- FDA Rejects Rivoceranib/Camrelizumab in First-Line Unresectable HCCCancerNetwork ·
- Do You Believe in Warrior Met Coal’s (HCC) Growth Trajectory?Yahoo Finance ·
- Top Warrior Met Coal (HCC) Competitors 2026MarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mohnish Pabrai | 39.9% | 10q | $169M | 1,810,831 |
| 2 | Joel Greenblatt | <0.1% | 31q | $49M | 527,923 |
| 3 | Third Avenue Management | 5.5% | 34q | $34M | 364,002 |
Owners of HCC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | TRIM | 5.5% | -38% | $34M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 93627C101. Not investment advice.