Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Warrior Met Coal, Inc. (HCC)
← All HCC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 364,002 5.50 Reduce 37.60% 3.52 $75.78–105.35 · VW $89.96i $33,906,786 SEC
2025   Q4 583,320 9.35 Reduce 9.13% 0.72 $61.87–90.80 · VW $76.40i $51,431,324 SEC
2025   Q3 641,916 7.94 Add 0.04% <0.01 $47.88–67.05 · VW $57.97i $42,315,103 SEC
2025   Q2 641,684 6.06 Add 4.64% 0.27 $38.00–51.10 · VW $46.24i $29,408,378 SEC
2025   Q1 613,206 5.87 Add 4.39% 0.25 $39.06–58.10 · VW $49.40i $29,262,190 SEC
2024   Q4 587,445 6.17 Reduce 26.15% 2.17 $52.91–75.15 · VW $64.19i $31,863,017 SEC
2024   Q3 795,414 8.31 Add 4.06% 0.32 $50.60–75.53 · VW $62.33i $50,826,955 SEC
2024   Q2 764,402 8.23 Add 0.05% <0.01 $55.41–73.08 · VW $64.69i $47,981,514 SEC
2024   Q1 764,018 7.40 Reduce 21.06% 2.04 $52.00–69.97 · VW $59.68i $46,375,893 SEC
2023   Q4 967,899 9.69 Reduce 23.63% 2.56 $44.76–62.88 · VW $52.72i $59,012,802 SEC
2023   Q3 1,267,353 10.85 Reduce 5.77% 0.50 $37.28–52.99 · VW $42.60i $64,711,044 SEC
2023   Q2 1,344,911 8.64 Add 0.12% 0.01 $31.97–40.26 · VW $36.41i $52,384,283 SEC
2023   Q1 1,343,267 8.43 Add 5.39% 0.43 $31.04–42.95 · VW $37.29i $49,311,332 SEC
2022   Q4 1,274,614 7.68 Reduce 7.18% 0.55 $28.97–40.01 · VW $35.38i $44,152,629 SEC
2022   Q3 1,373,234 7.69 Reduce 1.51% 0.11 $26.11–36.40 · VW $30.69i $39,055,000 SEC
2022   Q2 1,394,280 7.60 Add 4.62% 0.34 $28.94–41.44 · VW $34.33i $42,679,000 SEC
2022   Q1 1,332,711 6.74 Reduce 28.55% 1.80 $24.72–42.95 · VW $33.48i $49,457,000 SEC
2021   Q4 1,865,239 6.31 Add 7.80% 0.46 $20.25–28.40 · VW $23.84i $47,956,000 SEC
2021   Q3 1,730,328 5.42 Add 0.29% 0.02 $15.90–26.79 · VW $20.55i $40,265,000 SEC
2021   Q2 1,725,285 3.93 Add 24.52% 0.77 $15.07–19.68 · VW $17.25i $29,675,000 SEC
2021   Q1 1,385,558 3.14 Add 13.91% 0.38 $15.52–25.90 · VW $20.73i $23,735,000 SEC
2020   Q4 1,216,410 3.64 Reduce 18.35% 0.65 $13.03–21.68 · VW $17.35i $25,934,000 SEC
2020   Q3 1,489,803 3.54 Reduce 16.61% 0.64 $13.95–21.11 · VW $16.55i $25,446,000 SEC
2020   Q2 1,786,569 3.85 Reduce 3.21% 0.09 $9.46–18.12 · VW $13.60i $27,496,000 SEC
2020   Q1 1,845,789 2.90 Add 3.15% 0.09 $9.59–23.73 · VW $16.64i $19,603,000 SEC
2019   Q4 1,789,403 3.74 Add 1.10% 0.04 $17.63–23.14 · VW $20.52i $37,811,000 SEC
2019   Q3 1,769,890 3.12 Add 0.35% 0.01 $18.75–26.90 · VW $21.82i $34,549,000 SEC
2019   Q2 1,763,663 3.87 Reduce 10.29% 0.44 $24.93–33.49 · VW $28.31i $46,067,000 SEC
2019   Q1 1,965,987 4.27 Reduce 24.95% 1.29 $22.17–30.86 · VW $27.63i $55,205,000 SEC
2018   Q4 2,619,494 5.16 Reduce 1.37% 0.06 $20.88–30.46 · VW $25.36i $63,156,000 SEC
2018   Q3 2,655,834 4.06 Add 5.57% 0.21 $21.69–28.97 · VW $25.67i $71,814,000 SEC
2018   Q2 2,515,767 3.44 Add 97.71% 1.70 $21.72–31.65 · VW $26.30i $69,360,000 SEC
2018   Q1 1,272,485 1.82 Add 85.39% 0.84 $25.10–33.72 · VW $29.04i $35,643,000 SEC
2017   Q4 686,383 0.83 Buy 0.83 $18.56–30.49 · VW $24.79i $17,263,000 SEC
Price snapshot:
Current price$82.12
Avg. buy price$28.08
+/- since buy192.45%
52-week low$48.57
52-week high$110.39