Hatch Cove Capital, LLC holds a focused book of 24 stocks worth $225.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Invesco DB Agriculture Fund and trimmed Centerra Gold Inc. Their largest long position is Invesco DB Agriculture Fund at 8% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2049307/holdings"
Use Arkolith to show HATCH COVE CAPITAL, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco DB Multi-Sector Comm AGRICULTURE FD | $17.2M | 645.8K | 7.6% | ▲New New position | |
| 2 | ConocoPhillips COM | $15.1M | 145.5K | 6.7% | ▲+19% Added · +23K sh | |
| 3 | Chevron Corporation COM | $14.8M | 89.3K | 6.6% | ▲New New position | |
| 4 | Centerra Gold Inc COM | $14.6M | 919.9K | 6.5% | ▼−26% Reduced · −331K sh | |
| 5 | Teucrium Commodity TR WHEAT FD | $14.5M | 658.6K | 6.4% | ▲New New position | |
| 6 | CF Industries Hold COM | $14.3M | 132.4K | 6.4% | ▲New New position | |
| 7 | Petroleo Brasileiro S A SPONSORED ADR | $13.4M | 826.7K | 5.9% | ▼−15% Reduced · −148K sh | |
| 8 | Viper Energy Inc CL A | $13.3M | 314.0K | 5.9% | ▼−22% Reduced · −90K sh | |
| 9 | Trekor Metals Ltd COM | $12.6M | 1.83M | 5.6% | ▲New New position | |
| 10 | Cenovus Energy Inc COM | $12.6M | 507.4K | 5.6% | ▲New New position | |
| 11 | Exxon Mobil Corp COM | $12.1M | 88.8K | 5.4% | ▼−25% Reduced · −29K sh | |
| 12 | Canadian Nat Res Ltd Med Ter COM | $11.8M | 299.6K | 5.3% | ▲New New position | |
| 13 | Teucrium Commodity TR CORN FD SHS | $11.6M | 691.6K | 5.1% | ▲New New position | |
| 14 | Huntsman Corp COM | $9.5M | 891.5K | 4.2% | ▲+46% Added · +282K sh | |
| 15 | Teucrium Commodity TR SUGAR FD | $9.5M | 966.4K | 4.2% | ▲New New position | |
| 16 | Antero Resources Corp COM | $8.7M | 249.0K | 3.9% | ▲New New position | |
| 17 | Corecivic Inc COM | $4.9M | 161.3K | 2.2% | ▼−42% Reduced · −115K sh | |
| 18 | Corteva Inc COM | $3.2M | 37.3K | 1.4% | ▲New New position | |
| 19 | Adecoagro S A COM | $3.0M | 317.1K | 1.3% | ▲New New position | |
| 20 | Olin Corp COM PAR $1 | $2.7M | 135.6K | 1.2% | ▲New New position | |
| 21 | Franco Nev Corp COM | $1.6M | 7.5K | 0.7% | ▼−86% Reduced · −45K sh | |
| 22 | Royal Gold Inc COM | $1.5M | 7.6K | 0.7% | ▼−90% Reduced · −65K sh | |
| 23 | Wheaton Precious Metals Corp COM | $1.5M | 13.5K | 0.7% | ▼−89% Reduced · −106K sh | |
| 24 | Terra Innovatum Global NV ORD SHS | $1.3M | 270.3K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.