Bienville Capital Management’s Alliance Resource Partners ARLP Stock Holding History

Bienville Capital Management’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.91M	Sell	213,737 -17,288	-7%	-$448K	1.07%	31
2025 Q4	$5.37M	Sell	231,025 -16,320	-7%	-$396K	0.85%	32
2025 Q3	$6.25M	Sell	247,345 -2,864	-1%	-$71.7K	1.19%	30
2025 Q2	$6.54M	Sell	250,209 -14,369	-5%	-$377K	1.29%	24
2025 Q1	$7.22M	Sell	264,578 -5,274	-2%	-$141K	1.75%	22
2024 Q4	$7.09M	Sell	269,852 -6,941	-3%	-$182K	1.74%	23
2024 Q3	$6.92M	Sell	276,793 -5,235	-2%	-$127K	1.79%	21
2024 Q2	$6.9M	Sell	282,028 -741,051	-72%	-$16.8M	1.65%	23
2024 Q1	$20.5M	Sell	1,023,079 -114,949	-10%	-$2.34M	6.24%	3
2023 Q4	$24.1M	Hold	1,138,028	–	–	6.54%	4
2023 Q3	$25.6M	Buy	1,138,028 +16,004	+1%	+$319K	7.11%	4
2023 Q2	$20.7M	Buy	1,122,024 +231,826	+26%	+$4.45M	6.95%	4
2023 Q1	$18M	Buy	890,198 +70,173	+9%	+$1.44M	6.51%	4
2022 Q4	$16.7M	Sell	820,025 -127,469	-13%	-$2.89M	5.01%	4
2022 Q3	$21.7M	Buy	947,494 +962	+0.1%	+$22K	8.5%	2
2022 Q2	$17.3M	Buy	946,532 +327,753	+53%	+$5.94M	8.16%	1
2022 Q1	$9.55M	Buy	+618,779	New	+$8.75M	4.68%	2

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Bienville Capital Management's ARLP Position: Q1 2026 in Review

Bienville Capital Management reduced its Alliance Resource Partners (ARLP) stake by 7.5% in Q1 2026, selling an estimated $448K and leaving 213,737 shares worth $5.91M. The position accounts for 1.07% of the portfolio, ranked #31.

Bienville Capital Management first reported a position in ARLP in Q1 2022 and has held it in 17 quarters since. The position peaked at $25.6M in Q3 2023. 183 funds tracked by Wall St. Rank hold ARLP as of Q1 2026.

Bienville Capital Management held 213,737 shares of Alliance Resource Partners worth $5.91M as of Q1 2026.
Bienville Capital Management sold 17,288 Alliance Resource Partners shares in Q1 2026, an estimated $448K.
Alliance Resource Partners made up 1.07% of Bienville Capital Management's portfolio in Q1 2026, its #31 holding.
Bienville Capital Management first reported a position in Alliance Resource Partners in Q1 2022 and has held it in 17 quarters since.
Bienville Capital Management's Alliance Resource Partners position peaked at $25.6M in Q3 2023.
183 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2026.

Based on Bienville Capital Management's 13F filing for Q1 2026, filed 14 May 2026.