ALLIANCE RESOURCE PARTNERS LP
ALLIANCE RESOURCE PARTNERS LP (ARLP) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Alliance Resource Partners is a coal producer that has quietly built a second business in mineral royalties: its oil and gas royalty segment set a record at $41.3 million in Q1 2026, and the partnership holds reportable segments in coal mining, coal royalties, and oil and gas royalties [Source: Q1 2026 results, April 27 2026]. • The price asks almost nothing: at about 11 times operating income the units sit below what even a 5%-a-year decline in operating profit would justify, so the market is
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181 institutional managers reported holding ARLP in 13F filings for the quarter ended 2026-03-31. Together they hold about 17% of the company; the top 10 hold 12%. 33 opened new positions that quarter. Held by Morgan Stanley, Invesco, Goldman Sachs, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
No open-market insider buys on file at ARLP over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ARLP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +5.0% | +14.4% |
| 2023-11-09 | -1.8% | +3.9% |
| 2024-02-24 | -2.4% | +11.3% |
| 2024-05-10 | +6.0% | +12.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ARLP's latest 8-K filings: 2026-07-08 (items 1.01, 9.01); 2026-07-02 (items 1.01, 2.03, 7.01, 9.01); 2026-06-08 (items 1.01, 7.01, 9.01); 2026-04-27 (items 2.02, 9.01); 2026-04-07 (items 1.04, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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