Creative Planning

Position in HCC — Warrior Met Coal, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in HCC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,860,590

-$460,044 QoQ

Shares Held

59,889

+4.8% QoQ

Ownership

0.113%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#69

of 341 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Creative Planning holds $7,318,346 across 4 Coking Coal names. HCC ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCC	Warrior Met Coal, Inc. This page	59,889	$4,860,590
2	AMR	Alpha Metallurgical Resources, Inc.	7,342	$1,210,989
3	SXC	SunCoke Energy, Inc.	127,427	$1,025,787
4	METC	Ramaco Resources, Inc.	16,703	$220,980

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,860,590	59,889	+4.8%	Shares	Defined	2026-08-13
2026-03-31	$5,320,634	57,119	+31.0%	Shares	Sole	2026-05-12
2025-12-31	$3,845,622	43,616	+31.7%	Shares	Sole	2026-02-17
2025-09-30	$2,108,202	33,127	+35.9%	Shares	Defined	2025-11-14
2025-06-30	$1,117,151	24,376	+15.7%	Shares	Sole	2025-08-08
2025-03-31	$1,005,174	21,064	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$1,146,524	21,138	+2.1%	Shares	Defined	2025-02-14
2024-09-30	$1,322,729	20,700	+1.7%	Shares	Defined	2024-10-11
2024-06-30	$1,278,120	20,362	+19.2%	Shares	Defined	2024-08-15
2024-03-31	$1,036,633	17,078	+2.4%	Shares	Defined	2024-05-13
2023-12-31	$1,016,674	16,675	+6.4%	Shares	Defined	2024-02-14
2023-09-30	$800,729	15,676	-4.3%	Shares	Defined	2023-11-16
2023-06-30	$638,311	16,388	+8.6%	Shares	Sole	2023-07-21
2023-03-31	$554,210	15,097	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$522,371	15,080	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.