STOCK TITAN

First Eagle Investment (HCC) discloses over 7% ownership in Warrior Met Coal

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

First Eagle Investment Management, LLC reported beneficial ownership of Warrior Met Coal Inc common stock. It is deemed to beneficially own 3,994,307.25 shares, representing 7.56% of the common stock believed to be outstanding, with sole voting power over 3,765,697 shares and sole dispositive power over 3,994,307 shares.

The First Eagle Global Fund, a registered investment company advised by First Eagle, may be deemed to beneficially own 3,098,702 of these shares, or 5.87% of Warrior Met Coal’s common stock. Clients of First Eagle have the right to receive dividends and sale proceeds from these securities.

Positive

  • None.

Negative

  • None.
Total shares beneficially owned 3,994,307.25 shares Shares of Warrior Met Coal common stock deemed beneficially owned by First Eagle
Percent of class owned 7.56% Portion of Warrior Met Coal common stock believed to be outstanding
Sole voting power 3,765,697 shares Shares over which First Eagle has sole power to vote or direct the vote
Sole dispositive power 3,994,307 shares Shares over which First Eagle has sole power to dispose or direct disposition
Global Fund shares 3,098,702 shares Shares of Warrior Met Coal common stock held by First Eagle Global Fund
Global Fund percent of class 5.87% Portion of Warrior Met Coal common stock attributed to First Eagle Global Fund
beneficial owner financial
"is deemed to be the beneficial owner of 3,994,307.25 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Sole Voting Power financial
"5 | Sole Voting Power 3,765,697.22 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 3,994,307.25 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Securities reported on this as being beneficially owned"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Advisers Act of 1940 regulatory
"an investment adviser registered under Section 203 of the Investment Advisers Act of 1940"
A U.S. federal law that sets rules for people and firms who give investment advice, requiring them to register with regulators, be honest about conflicts, keep records, and follow basic standards of care. It matters to investors because those rules act like licensing and consumer protections — similar to having safety standards for a mechanic — helping ensure advisers act in clients’ financial interests and reducing the risk of fraud or misuse of funds.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How much of Warrior Met Coal (HCC) does First Eagle Investment Management own?

First Eagle Investment Management is deemed to beneficially own 3,994,307.25 Warrior Met Coal shares, representing 7.56% of the common stock believed to be outstanding. These shares are largely held for various investment advisory clients.

What is First Eagle Global Fund’s stake in Warrior Met Coal (HCC)?

First Eagle Global Fund may be deemed to beneficially own 3,098,702 Warrior Met Coal shares, equal to 5.87% of the common stock. These shares are part of the larger position managed by First Eagle Investment Management.

How much voting power does First Eagle have in Warrior Met Coal (HCC)?

First Eagle reports sole voting power over 3,765,697 Warrior Met Coal shares and no shared voting power. This means it can vote or direct the voting of these shares on behalf of its advisory clients.

What dispositive power does First Eagle report over Warrior Met Coal (HCC) shares?

First Eagle reports sole dispositive power over 3,994,307 shares and no shared dispositive power. It can decide to sell or otherwise dispose of these shares for its advisory clients’ accounts.

Who ultimately benefits from First Eagle’s Warrior Met Coal (HCC) holdings?

The economic benefit goes to clients of First Eagle, including investment companies, employee benefit plans, pension funds, institutional clients, and separate accounts, which have rights to dividends and sale proceeds from the Warrior Met Coal shares.

Why did First Eagle file a Schedule 13G for Warrior Met Coal (HCC)?

A Schedule 13G is filed when a holder exceeds 5% beneficial ownership. First Eagle filed because its managed clients collectively hold over 7% of Warrior Met Coal’s common stock, triggering this passive ownership disclosure requirement.





93627C101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



First Eagle Investment Management, LLC
Signature:David O'Connor
Name/Title:General Counsel
Date:08/06/2026
FIRST EAGLE GLOBAL FUND
Signature:David O'Connor
Name/Title:General Counsel
Date:08/06/2026