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Caption Management’s Alliance Resource Partners ARLP Stock Holding History

Caption 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 		– Sell
-50,000
Closed -$1.16M – 1540
2025
Q4 		$1.16M Buy
+50,000
New +$1.21M 0.01% 1007
2025
Q2 		– Sell
-20,000
Closed -$546K – 1427
2025
Q1 		$546K Buy
+20,000
New +$534K 0.01% 1080
2022
Q2 		– Sell
-20,000
Closed -$309K – 1429
2022
Q1 		$309K Buy
+20,000
New +$283K ﹤0.01% 1208

Other funds holding ARLP

Morgan Stanley
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
MG
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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
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

Caption Management's ARLP Position: Q2 2025 in Review

Caption Management sold out of Alliance Resource Partners (ARLP) in Q2 2025, closing a stake of 1,665 shares — an estimated $45.4K sold.

Caption Management first reported a position in ARLP in Q4 2017 and held it in 10 quarters. The position peaked at $976K in Q3 2018. 168 funds tracked by Wall St. Rank hold ARLP as of Q2 2025.

  • Caption Management reported no remaining Alliance Resource Partners position as of Q2 2025 after selling out during the quarter.
  • Caption Management sold 1,665 Alliance Resource Partners shares in Q2 2025, an estimated $45.4K.
  • Caption Management first reported a position in Alliance Resource Partners in Q4 2017 and held it in 10 quarters.
  • Caption Management's Alliance Resource Partners position peaked at $976K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.