Position in HBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,160,643
+$390,458 QoQ
Shares Held
49,159
+33.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#185
of 319 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HBM Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $25,198,687 across 4 Copper names. HBM ranks #4 (4.6% of the industry book) .
All Filings in HBM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,643 | 49,159 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $770,185 | 36,851 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,764,129 | 391,140 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,800,552 | 184,733 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $136,361 | 17,966 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,327,330 | 163,868 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,498,889 | 163,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,545,206 | 170,741 | Shares | Sole | 2024-08-14 | |
| 2022-06-30 | $477,543 | 117,045 | Shares | Sole | 2022-08-11 | |
| 2021-06-30 | $506,639 | 76,072 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $522,614 | 76,072 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||