Oxbow Capital Management as of March 31, 2026
Portfolio Holdings for Oxbow Capital Management
Oxbow Capital Management holds 6 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 29.8 | $111M | 174k | 635.34 | |
| Coherent Corp (COHR) | 26.0 | $97M | 405k | 238.21 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 20.1 | $75M | 190k | 391.76 | |
| Alcoa (AA) | 12.2 | $45M | 685k | 66.33 | |
| Acm Resh Com Cl A (ACMR) | 6.3 | $24M | 597k | 39.35 | |
| HudBay Minerals (HBM) | 5.5 | $21M | 983k | 20.90 |
