THIRD AVENUE MANAGEMENT LLC: WARRIOR MET COAL INC (HCC): Quarterly 13F Position History
As of Q1 2026, THIRD AVENUE MANAGEMENT LLC reported 364,002 shares of WARRIOR MET COAL INC (HCC), worth $33.9M and representing 5.5% of its 13F equity book. Quarter-over-quarter share count change: 219,318 (-37.6%) . The position first appeared in Q4 2017 and has been disclosed across 34 13F-HR filings in Pactolio's tracked window.
- 364,002Shares Held (Latest Filing)
- $33.9MReported Market Value (Latest Filing)
- 5.5%Portfolio Weight (% of 13F Equity Book)
- 219,318Quarter-over-Quarter Share Change
- -$17.5MQuarter-over-Quarter Value Change
- 2,655,834Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 34 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 364,002 | 219,318 | -37.6% | $33.9M | 5.5% | $93.2 |
| Q4 2025 | 583,320 | 58,596 | -9.1% | $51.4M | 9.3% | $88.2 |
| Q3 2025 | 641,916 | +232 | +0.0% | $42.3M | 7.9% | $65.9 |
| Q2 2025 | 641,684 | +28,478 | +4.6% | $29.4M | 6.1% | $45.8 |
| Q1 2025 | 613,206 | +25,761 | +4.4% | $29.3M | 5.9% | $47.7 |
| Q4 2024 | 587,445 | 207,969 | -26.1% | $31.9M | 6.2% | $54.2 |
| Q3 2024 | 795,414 | +31,012 | +4.1% | $50.8M | 8.3% | $63.9 |
| Q2 2024 | 764,402 | +384 | +0.1% | $48.0M | 8.2% | $62.8 |
| Q1 2024 | 764,018 | 203,881 | -21.1% | $46.4M | 7.4% | $60.7 |
| Q4 2023 | 967,899 | 299,454 | -23.6% | $59.0M | 9.7% | $61.0 |
| Q3 2023 | 1,267,353 | 77,558 | -5.8% | $64.7M | 10.8% | $51.1 |
| Q2 2023 | 1,344,911 | +1,644 | +0.1% | $52.4M | 8.6% | $39.0 |
| Q1 2023 | 1,343,267 | +68,653 | +5.4% | $49.3M | 8.4% | $36.7 |
| Q4 2022 | 1,274,614 | 98,620 | -7.2% | $44.2M | 7.7% | $34.6 |
| Q3 2022 | 1,373,234 | 21,046 | -1.5% | $39.1M | 7.7% | $28.4 |
| Q2 2022 | 1,394,280 | +61,569 | +4.6% | $42.7M | 7.6% | $30.6 |
| Q1 2022 | 1,332,711 | 532,528 | -28.6% | $49.5M | 6.7% | $37.1 |
| Q4 2021 | 1,865,239 | +134,911 | +7.8% | $48.0M | 6.3% | $25.7 |
| Q3 2021 | 1,730,328 | +5,043 | +0.3% | $40.3M | 5.4% | $23.3 |
| Q2 2021 | 1,725,285 | +339,727 | +24.5% | $29.7M | 3.9% | $17.2 |
| Q1 2021 | 1,385,558 | +169,148 | +13.9% | $23.7M | 3.1% | $17.1 |
| Q4 2020 | 1,216,410 | 273,393 | -18.4% | $25.9M | 3.6% | $21.3 |
| Q3 2020 | 1,489,803 | 296,766 | -16.6% | $25.4M | 3.5% | $17.1 |
| Q2 2020 | 1,786,569 | 59,220 | -3.2% | $27.5M | 3.9% | $15.4 |
| Q1 2020 | 1,845,789 | +56,386 | +3.2% | $19.6M | 2.9% | $10.6 |
| Q4 2019 | 1,789,403 | +19,513 | +1.1% | $37.8M | 3.7% | $21.1 |
| Q3 2019 | 1,769,890 | +6,227 | +0.4% | $34.5M | 3.1% | $19.5 |
| Q2 2019 | 1,763,663 | 202,324 | -10.3% | $46.1M | 3.9% | $26.1 |
| Q1 2019 | 1,965,987 | 653,507 | -24.9% | $55.2M | 4.3% | $28.1 |
| Q4 2018 | 2,619,494 | 36,340 | -1.4% | $63.2M | 5.1% | $24.1 |
| Q3 2018 | 2,655,834 | +140,067 | +5.6% | $71.8M | 4.1% | $27.0 |
| Q2 2018 | 2,515,767 | +1,243,282 | +97.7% | $69.4M | 3.4% | $27.6 |
| Q1 2018 | 1,272,485 | +586,102 | +85.4% | $35.6M | 1.8% | $28.0 |
| Q4 2017 | 686,383 | — | — | $17.3M | 0.8% | $25.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did THIRD AVENUE MANAGEMENT LLC first disclose a HCC position in 13F-HR filings?
THIRD AVENUE MANAGEMENT LLC first reported WARRIOR MET COAL INC (HCC) on its 13F-HR filing for the period ending 2017-12-31 (Q4 2017). The position has appeared on 34 reported quarters within Pactolio's tracked window.
What was THIRD AVENUE MANAGEMENT LLC's most recent quarter-over-quarter share-count change in HCC?
Between Q4 2025 and Q1 2026, THIRD AVENUE MANAGEMENT LLC reduced its HCC position by 219,318 shares (-37.6%), leaving 364,002 shares at a market value of $33.9M.
Does the implied price-per-share represent THIRD AVENUE MANAGEMENT LLC's cost basis in HCC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.