Oxbow Capital Management (Hk) Ltd

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$371.0M
Q ending 2026-03-31
Prior quarter
$360.4M
Q ending 2025-12-31
Change
+2.9% QoQ · +16.5% YoY
Positions
6
reported holdings

Largest positions

All 6 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Sandisk CorpSNDKShares$110.5M174K
Coherent CorpCOHRShares$96.5M405K
Seagate Technology Hldngs PlShares$74.5M190K
Alcoa CorpAAShares$45.4M685K
Acm Resh IncACMRShares$23.5M597K
Hudbay Minerals IncHBMShares$20.5M983K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.