# Warrior Met Coal (HCC): value investors who own it

3 value investors held Warrior Met Coal in their Q3 2026 13F, led by Dalal Street (Mohnish Pabrai), Third Avenue Management, First Eagle Investment…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Dalal Street (Mohnish Pabrai) | 43.3% | $142m | Trimmed -3.7% | 11 |
| Third Avenue Management | 3.7% | $23.2m | Trimmed -22% | 35 |
| First Eagle Investment Management | 0.5% | $315m | New | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-24 | SCHELLER WALTER J | CHIEF EXECUTIVE OFFICER | Sold | 50000 | $5.5m |
| 2026-08-19 | SCHELLER WALTER J | CHIEF EXECUTIVE OFFICER | Sold | 50000 | $5.3m |
| 2026-08-19 | Williams Stephen D. | Director | Sold | 4800 | $500k |
| 2026-08-19 | Chopin Brian M | CHIEF ACCOUNTING OFFICER | Sold | 3232 | $336k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Third Avenue Value Fund | Third Avenue Management | 1.8% | $18.1m | 2026-07-31 |
| First Eagle Global Fund | First Eagle Investment Management | 0.4% | $287m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/hcc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.