Oxbow Capital Management (HK)
Oxbow Capital Management (HK) reported 4 stocks worth $355M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are COHR (46.7%), SNDK (25.6%) and HBM (19.6%). Compared with Q1 2026, the fund opened new positions in ALM, added to COHR and HBM, trimmed SNDK and sold out of STX, AA and ACMR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  COHR Coherent Corp | $166M | 46.7% | 420K | +15K (+4%) | 4 of 8 | |
| 2 |  SNDK Sandisk Corp | $90.9M | 25.6% | 40K | −134K (−77%) | 4 of 8 | |
| 3 |  HBM Hudbay Minerals Inc | $69.6M | 19.6% | 3M | +2M (+200%) | 2 of 8 | |
| 4 |  ALM Almonty Inds Inc | $28.6M | 8.1% | 1.7M | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Oxbow Capital Management (HK) 13F FAQ
What does Oxbow Capital Management (HK) own?
Oxbow Capital Management (HK) reported 4 stocks worth $355M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are COHR (46.7%), SNDK (25.6%) and HBM (19.6%). The table above lists every position in the filing (the top 10 without an account).
What did Oxbow Capital Management (HK) buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 2 added to, 1 trimmed and 3 sold out. New positions include ALM. It sold all of STX, AA and ACMR.
When will Oxbow Capital Management (HK) file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Oxbow Capital Management (HK)'s portfolio worth?
The Q2 2026 filing reports $355M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.