CAPTRUST FINANCIAL ADVISORS
Position in ARLP — Alliance Resource Partners LP
CIK 1512024
RALEIGH, NC
Position in ARLP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$501,733
+$153,896 QoQ
Shares Held
20,923
+66.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 169 holders
Holding Since
Jun 2020
6 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ARLP Over Time
Shares Held
Position Value (USD)
Derivatives in ARLP
reported options exposure · as of Jun 30, 2026CallValue
$2,398
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Thermal Coal
Energy · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $976,731 across 2 Thermal Coal names. ARLP ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARLP |
Alliance Resource Partners LP
This page
|
20,923 | $501,733 | |
| 2 | CNR |
Core Natural Resources, Inc.
|
5,936 | $474,998 |
All Filings in ARLP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,398 | 100 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $501,733 | 20,923 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $347,837 | 12,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,427 | 22,188 | Shares | Sole | 2026-02-17 | |
| 2022-06-30 | $10,062 | 552 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $8,363 | 542 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $2,174 | 667 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||