Oxbow Capital Management as of June 30, 2026
Portfolio Holdings for Oxbow Capital Management
Oxbow Capital Management holds 4 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coherent Corp (COHR) | 46.7 | $166M | 420k | 394.47 | |
| Sandisk Corp (SNDK) | 25.6 | $91M | 40k | 2273.73 | |
| HudBay Minerals (HBM) | 19.6 | $70M | 3.0M | 23.61 | |
| Almonty Inds Com New (ALM) | 8.0 | $29M | 1.7M | 16.56 |
