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Bridgeway Capital Management’s NACCO Industries NC Stock Holding History

Bridgeway Capital Management’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4M Hold
76,959
– – 0.08% 311
2025
Q4 		$3.77M Hold
76,959
– – 0.08% 318
2025
Q3 		$3.24M Buy
76,959
+1,722
+2% +$68.3K 0.07% 381
2025
Q2 		$3.33M Buy
75,237
+4,050
+6% +$147K 0.08% 348
2025
Q1 		$2.4M Sell
71,187
-872
-1% -$28.1K 0.06% 435
2024
Q4 		$2.15M Sell
72,059
-18,684
-21% -$554K 0.05% 506
2024
Q3 		$2.57M Buy
90,743
+1,742
+2% +$49.2K 0.06% 462
2024
Q2 		$2.46M Buy
89,001
+2,340
+3% +$71.1K 0.06% 447
2024
Q1 		$2.62M Buy
86,661
+2,275
+3% +$77K 0.05% 496
2023
Q4 		$3.08M Buy
84,386
+2,496
+3% +$87.5K 0.07% 447
2023
Q3 		$2.87M Sell
81,890
-370
-0.4% -$12.6K 0.07% 431
2023
Q2 		$2.85M Sell
82,260
-4,183
-5% -$143K 0.07% 443
2023
Q1 		$3.12M Buy
86,443
+1,565
+2% +$58.7K 0.08% 395
2022
Q4 		$3.23M Hold
84,878
– – 0.08% 400
2022
Q3 		$3.99M Buy
84,878
+1,200
+1% +$52.4K 0.11% 331
2022
Q2 		$3.17M Buy
83,678
+22,213
+36% +$1.06M 0.07% 412
2022
Q1 		$2.41M Buy
61,465
+3,400
+6% +$112K 0.05% 528
2021
Q4 		$2.11M Hold
58,065
– – 0.04% 599
2021
Q3 		$1.73M Hold
58,065
– – 0.03% 677
2021
Q2 		$1.51M Buy
58,065
+5,000
+9% +$124K 0.03% 723
2021
Q1 		$1.32M Hold
53,065
– – 0.02% 768
2020
Q4 		$1.4M Hold
53,065
– – 0.03% 652
2020
Q3 		$966K Sell
53,065
-16,800
-24% -$364K 0.02% 690
2020
Q2 		$1.63M Hold
69,865
– – 0.03% 508
2020
Q1 		$1.96M Sell
69,865
-19,430
-22% -$800K 0.04% 343
2019
Q4 		$4.18M Hold
89,295
– – 0.06% 295
2019
Q3 		$5.71M Sell
89,295
-800
-0.9% -$41.8K 0.08% 203
2019
Q2 		$4.68M Sell
90,095
-2,700
-3% -$126K 0.06% 254
2019
Q1 		$3.55M Buy
92,795
+4,500
+5% +$164K 0.04% 327
2018
Q4 		$2.99M Buy
88,295
+1,800
+2% +$59.4K 0.04% 342
2018
Q3 		$2.83M Buy
86,495
+600
+0.7% +$20.4K 0.03% 508
2018
Q2 		$2.9M Hold
85,895
– – 0.03% 491
2018
Q1 		$2.82M Buy
85,895
+10,000
+13% +$403K 0.03% 472
2017
Q4 		$2.86M Sell
75,895
-53,205
-41% -$2.14M 0.03% 473
2017
Q3 		$2.53M Sell
129,100
-218
-0.2% -$3.61K 0.03% 505
2017
Q2 		$2.09M Buy
129,318
+16,829
+15% +$281K 0.03% 569
2017
Q1 		$1.79M Sell
112,489
-219
-0.2% -$3.66K 0.02% 608
2016
Q4 		$2.33M Buy
112,708
+219
+0.2% +$4.17K 0.03% 526
2016
Q3 		$1.75M Hold
112,489
– – 0.03% 583
2016
Q2 		$1.44M Hold
112,489
– – 0.02% 641
2016
Q1 		$1.48M Hold
112,489
– – 0.02% 619
2015
Q4 		$1.08M Buy
112,489
+21,885
+24% +$223K 0.02% 722
2015
Q3 		$984K Hold
90,604
– – 0.02% 758
2015
Q2 		$1.26M Hold
90,604
– – 0.02% 696
2015
Q1 		$1.1M Buy
90,604
+438
+0.5% +$5.6K 0.02% 754
2014
Q4 		$1.22M Hold
90,166
– – 0.03% 702
2014
Q3 		$1.02M Hold
90,166
– – 0.03% 744
2014
Q2 		$1.04M Hold
90,166
– – 0.03% 756
2014
Q1 		$1.12M Hold
90,166
– – 0.03% 711
2013
Q4 		$1.28M Hold
90,166
– – 0.04% 654
2013
Q3 		$1.14M Sell
90,166
-547
-0.6% -$7.27K 0.04% 667
2013
Q2 		$1.19M Buy
+90,713
New +$1.12M 0.05% 554

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Bridgeway Capital Management's NC Position: Q1 2026 in Review

Bridgeway Capital Management held its NACCO Industries (NC) position steady in Q1 2026 at 76,959 shares worth $4M. The position accounts for 0.08% of the portfolio, ranked #311.

Bridgeway Capital Management first reported a position in NC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.71M in Q3 2019. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Bridgeway Capital Management held 76,959 shares of NACCO Industries worth $4M as of Q1 2026.
  • Bridgeway Capital Management left its NACCO Industries share count unchanged in Q1 2026.
  • NACCO Industries made up 0.08% of Bridgeway Capital Management's portfolio in Q1 2026, its #311 holding.
  • Bridgeway Capital Management first reported a position in NACCO Industries in Q2 2013 and has held it in 52 quarters since.
  • Bridgeway Capital Management's NACCO Industries position peaked at $5.71M in Q3 2019.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.