Will Warrior Met Coal (HCC) be Able to Gain from Huge Future Demand for Met Coal?
Black Bear Value Partners, an investment management firm, published its first quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Third Avenue Management Martin Whitman | 764,018 | $46,375,893 | -22% | 7.4% |
2. | Mohnish Pabrai Mohnish Pabrai | 470,763 | $28,575,314 | -26% | 13.24% |
3. | Waratah Capital Advisors Brad Dunkley And Blair Levinsky | 408,668 | $24,806,148 | -65% | 0.74% |
4. | Two Sigma Advisors John Overdeck And David Siegel | 287,300 | $17,439,110 | -6% | 0.04% |
5. | Hosking Partners Jeremy Hosking | 285,546 | $17,332,642 | -1% | 0.63% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$58.15 | 2,000 | 30,270 | 2024-02-23 | Filing | ||
$32.01 | 1,500 | Director | 1,500 | 2022-08-11 | Filing | |
$22.22 | 1,200 | Officer | 40,571 | 2019-08-15 | Filing | |
$17.99 | 3,000 | Director | 3,000 | 2017-05-24 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$75.15 | 23,148 | 340,485 | 2024-07-03 | Filing | ||
$75.06 | 10,000 | 61,678 | 2024-07-03 | Filing | ||
$45.60 | 80,000 | Director | 21,393 | 2023-11-08 | Filing | |
$45.00 | 2,816 | Officer | 11,187 | 2023-09-13 | Filing | |
$45.00 | 2,816 | Officer | 11,187 | 2023-09-13 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 7,238,303 | $441,319,307 | 0.01% | |
2. | 6,542,146 | $398,874,642 | 0% | |
3. | 2,590,000 | $157,912,300 | 8.18% | |
4. | 2,305,395 | $140,559,933 | 0.01% | |
5. | 1,935,582 | $118,012,435 | 0% |