StockDrifts LogoStockDrifts

Hatch Cove Capital, Llc

Portfolio Manager
Hatch Cove Capital, Llc
Performance
+10.32% (2026 Q1)
AUM (13F)
$262.08M
# of Holdings
19
Performance Rank
Allocation (Top 20)
100%

Hatch Cove Capital, Llc Holdings Map

Top 19 Hatch Cove Capital, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CGAU
CENTERRA GOLD INC
8.49%1.25M$22.2M
-0.18%(-2.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.25M shares2026-Q1: 1.25M shares
$12.55(+34.10%)
2026-03-31
PBR
PETROLEO BRASILEIRO SA
7.72%974.6K$20.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 974.6K shares
$16.30(+33.56%)
2026-03-31
XOM
EXXON MOBIL CORP
7.63%117.9K$20.0M
+153.55%(+71.40K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.5K shares2026-Q1: 117.9K shares
$133.78(+15.77%)
2026-03-31
VNOM
VIPER ENERGY INC
7.24%404.0K$19.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 404.0K shares
$42.81(+16.73%)
2026-03-31
RGLD
ROYAL GOLD INC
7.09%73.0K$18.6M
+2.76%(+1.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 71.0K shares2026-Q1: 73.0K shares
$212.16(+6.48%)
2026-03-31
TGB
TASEKO MINES LTD
7.04%2.86M$18.5M
+9.66%(+252.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.61M shares2026-Q1: 2.86M shares
$5.04(+35.64%)
2026-03-31
AGI
ALAMOS GOLD INC
6.4%377.6K$16.8M
-3.85%(-15.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 392.7K shares2026-Q1: 377.6K shares
$36.72(+5.88%)
2026-03-31
AEM
AGNICO EAGLE MINES LTD
6.3%81.3K$16.5M
-8.03%(-7.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 88.4K shares2026-Q1: 81.3K shares
$169.04(+5.38%)
2026-03-31
COP
CONOCOPHILLIPS
6.17%122.5K$16.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 122.5K shares
$112.81(+9.32%)
2026-03-31
WPM
WHEATON PRECIOUS METALS CORP
5.99%119.8K$15.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 119.8K shares
$124.26(+0.78%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Hatch Cove Capital, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all