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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNV FRANCO NEV CORP Basic Materials 7,500.0 $1.6M 0.69% -45K -85.6% $208.44 +28.0%
22 RGLD ROYAL GOLD INC Basic Materials 7,600.0 $1.5M 0.67% -65K -89.6% $199.61 +31.2%
23 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,500.0 $1.5M 0.67% -106K -88.7% $112.32 +38.2%
24 TERRA INNOVATUM GLOBAL NV 270,300.0 $1.3M 0.59% $4.92
Page 2 of 2  ·  24 positions

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%