Oxbow Capital Management as of Sept. 30, 2025
Portfolio Holdings for Oxbow Capital Management
Oxbow Capital Management holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 18.3 | $105M | 443k | 236.06 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 17.5 | $100M | 688k | 145.61 | |
| Broadcom (AVGO) | 14.0 | $80M | 243k | 329.91 | |
| Vnet Group Sponsored Ads A (VNET) | 10.4 | $59M | 5.8M | 10.33 | |
| Wolverine World Wide (WWW) | 9.5 | $54M | 2.0M | 27.44 | |
| Sandisk Corp (SNDK) | 8.0 | $45M | 405k | 112.20 | |
| Hesai Group Sponsored Ads (HSAI) | 7.3 | $42M | 1.5M | 28.10 | |
| Amer Sports Com Shs (AS) | 7.1 | $41M | 1.2M | 34.75 | |
| Sharkninja Com Shs (SN) | 6.9 | $39M | 380k | 103.15 | |
| Quantasing Group Ads (QSG) | 0.8 | $4.5M | 500k | 9.02 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.2 | $868k | 9.3k | 93.60 |
