Oxbow Capital Management (HK) Ltd
4 holdingsFiling period: 2026-06-30Current AUM: $224.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COHR | Coherent Corp | 420.0K | $165.7M | $93.0M | 41.44% | +15.0K | 2026-06-30 |
| 2 | SNDK | Sandisk Corp | 40.0K | $90.9M | $50.2M | 22.37% | -133,969 | 2026-06-30 |
| 3 | HBM | Hudbay Minerals Inc | 2.95M | $69.6M | $65.4M | 29.12% | +1.97M | 2026-06-30 |
| 4 | ALM | Almonty Inds Inc | 1.72M | $28.6M | $15.9M | 7.07% | -- | 2026-06-30 |
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