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Portfolio (Quarterly) Guide ↗

HATCH COVE CAPITAL, LLC

· CIK 0002049307
13F Portfolio $225M AUM 24 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 2 Added 8 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COP CONOCOPHILLIPS Energy 145,500.0 $15.1M 6.71% +23K +18.8% $103.96 +31.9%
2 HUN HUNTSMAN CORP Basic Materials 891,500.0 $9.5M 4.20% +282K +46.4% $10.62 -8.1%

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
Energy 48.2%
Financial Services 25.0%
Basic Materials 23.1%
Real Estate 2.3%
Consumer Defensive 1.4%