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Portfolio (Quarterly) Guide ↗

HATCH COVE CAPITAL, LLC

· CIK 0002049307
13F Portfolio $262M AUM 19 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 4 Added 6 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGI ALAMOS GOLD INC Basic Materials 377,600.0 $16.8M 6.40% -15K -3.9% $44.43 -11.1%
2 AEM AGNICO EAGLE MINES LTD Basic Materials 81,300.0 $16.5M 6.30% -7K -8.0% $202.98 -12.3%
3 CDE COEUR MNG INC Basic Materials 726,900.0 $13.6M 5.21% -146K -16.7% $18.77 -1.0%
4 PAAS PAN AMERN SILVER CORP Basic Materials 245,400.0 $13.4M 5.12% -113K -31.4% $54.63 +1.0%
5 HL HECLA MINING COMPANY Basic Materials 529,600.0 $9.9M 3.77% -463K -46.6% $18.63 -5.6%
6 CXW CORECIVIC INC Real Estate 275,800.0 $5.2M 1.99% -402K -59.3% $18.91 +15.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 69.1%
Energy 28.9%
Real Estate 2.0%