Oxbow Capital Management as of Dec. 31, 2025
Portfolio Holdings for Oxbow Capital Management
Oxbow Capital Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 24.0 | $87M | 315k | 275.39 | |
| Broadcom (AVGO) | 23.9 | $86M | 249k | 346.10 | |
| Sandisk Corp (SNDK) | 19.4 | $70M | 295k | 237.38 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 15.2 | $55M | 380k | 143.89 | |
| Alcoa (AA) | 9.3 | $34M | 630k | 53.14 | |
| Wolverine World Wide (WWW) | 3.9 | $14M | 780k | 18.15 | |
| Coherent Corp (COHR) | 3.1 | $11M | 60k | 184.57 | |
| Vnet Group Sponsored Ads A (VNET) | 1.2 | $4.3M | 503k | 8.46 |
