Oxbow Capital Management (HK) Ltd — 13F holdings

Oxbow Capital Management (HK) Ltd reported 4 holdings worth $355M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. COHR COHERENT CORP — $166M (46.7%)
2. SNDK SANDISK CORP — $90.9M (25.6%)
3. HBM HUDBAY MINERALS INC — $69.6M (19.6%)
4. ALM ALMONTY INDS INC — $28.6M (8.0%)