Goehring & Rozencwajg Associates, LLC
Position in HCC — Warrior Met Coal, Inc.
CIK 1863154
NEW YORK, NY
Position in HCC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$77,186,812
+$21,472,587 QoQ
Shares Held
951,045
+59.0% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
#14
of 341 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HCC Over Time
Shares Held
Position Value (USD)
Position in Coking Coal
Basic Materials · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $170,330,739 across 2 Coking Coal names. HCC ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMR |
Alpha Metallurgical Resources, Inc.
|
564,714 | $93,143,927 | |
| 2 | HCC |
Warrior Met Coal, Inc.
This page
|
951,045 | $77,186,812 |
All Filings in HCC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,186,812 | 951,045 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $55,714,225 | 598,113 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||