DIMENSIONAL FUND ADVISORS LP

Position in NC — Nacco Industries Inc

CIK 354204 AUSTIN, TX

Position in NC

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$20,778,020

+$1,151,724 QoQ

Shares Held

399,808

-0.1% QoQ

Ownership

5.30%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 4% None 0%

Energy · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $369,962,858 across 3 Thermal Coal names. NC ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTU	Peabody Energy Corp	6,233,585	$205,396,624
2	CNR	Core Natural Resources, Inc.	1,372,942	$143,788,214
3	NC	Nacco Industries Inc This page	399,808	$20,778,020

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,778,020	399,808	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$19,626,296	400,210	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$16,868,467	400,106	-1.0%	Shares	Sole	2025-11-12
2025-06-30	$17,904,296	404,069	-1.2%	Shares	Sole	2025-08-12
2025-03-31	$13,799,853	409,127	-2.1%	Shares	Sole	2025-05-13
2024-12-31	$12,464,937	418,006	-2.9%	Shares	Sole	2025-02-13
2024-09-30	$12,198,436	430,280	-1.9%	Shares	Sole	2024-11-07
2024-06-30	$12,138,772	438,698	-1.8%	Shares	Sole	2024-08-09
2024-03-31	$13,492,452	446,770	+2.3%	Shares	Sole	2024-05-10
2023-12-31	$15,933,308	436,529	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$15,318,119	436,787	-0.4%	Shares	Sole	2023-11-09
2023-06-30	$15,200,834	438,570	-1.3%	Shares	Sole	2023-08-09
2023-03-31	$16,029,217	444,392	+0.6%	Shares	Sole	2023-05-12
2022-12-31	$16,782,472	441,644	+1.3%	Shares	Sole	2023-02-09
2022-09-30	$20,503,056	435,957	-0.7%	Shares	Sole	2022-11-10
2022-06-30	$16,633,438	438,877	+1.6%	Shares	Sole	2022-08-12
2022-03-31	$16,940,333	431,931	-0.2%	Shares	Defined	2022-05-13
2021-12-31	$15,702,501	432,695	-1.3%	Shares	Defined	2022-02-09
2021-09-30	$13,084,631	438,493	-1.3%	Shares	Defined	2021-11-12
2021-06-30	$11,569,676	444,304	+0.1%	Shares	Defined	2021-08-12
2021-03-31	$11,074,506	443,868	+0.1%	Shares	Defined	2021-05-14
2020-12-31	$11,664,628	443,522	-2.2%	Shares	Defined	2021-03-08
2020-09-30	$8,262,131	453,714	-0.7%	Shares	Defined	2020-11-12
2020-06-30	$10,646,282	456,922	+0.2%	Shares	Defined	2020-08-13
2020-03-31	$12,755,578	455,882	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.