Oxbow Capital Management (Hk) Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Oxbow Capital Management (Hk) Ltd disclosed 3 stock positions valued at approximately $354.83M as of quarter-end June 30, 2026. The largest holdings include COHERENT CORP, SANDISK CORP, and HUDBAY MINERALS INC.

Report Period
June 30, 2026
No. of Stocks
3
Portfolio Value
$354.83M
Holdings by Sector
Oxbow Capital Management (Hk) Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
COHERENT CORPCOHRTechnology46.69%420,000+15,000+3.70%$165,677,400
SANDISK CORPSNDKOther25.63%40,000-133,969-77.01%$90,949,200
HUDBAY MINERALS INCHBMBasic Materials19.63%2,950,000+1,966,977+200.09%$69,649,500
Showing 3 of 3 holdings in the latest reporting period.