Holdings
Oxbow Capital Management (HK) Ltd
As of Jun 30, 2026, Oxbow Capital Management (HK) Ltd reported 4 positions worth US$355M. Largest: Coherent Corp., Sandisk Corporation and Hudbay Minerals Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Coherent Corp. | 420K | US$166M | +15,000 | Jun 30, 2026 |
| Sandisk Corporation | 40,000 | US$90.9M | −134K | Jun 30, 2026 |
| Hudbay Minerals Inc | 2.95M | US$69.6M | +1.97M | Jun 30, 2026 |
| Almonty Industries Inc. | 1.72M | US$28.6M | new | Jun 30, 2026 |