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Castalian Partners’s Alliance Resource Partners ARLP Stock Holding History

Castalian Partners’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
2025
Q1 		– Sell
-127,531
Closed -$3.35M – 10
2024
Q4 		$3.35M Buy
+127,531
New +$3.34M 1.7% 17

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Castalian Partners's ARLP Position: Q1 2025 in Review

Castalian Partners sold out of Alliance Resource Partners (ARLP) in Q1 2025, closing a stake of 127,531 shares — an estimated $3.35M sold.

Castalian Partners first reported a position in ARLP in Q4 2024 and held it in 1 quarter. The position peaked at $3.35M in Q4 2024. 159 funds tracked by Wall St. Rank hold ARLP as of Q1 2025.

  • Castalian Partners reported no remaining Alliance Resource Partners position as of Q1 2025 after selling out during the quarter.
  • Castalian Partners sold 127,531 Alliance Resource Partners shares in Q1 2025, an estimated $3.35M.
  • Castalian Partners first reported a position in Alliance Resource Partners in Q4 2024 and held it in 1 quarter.
  • Castalian Partners's Alliance Resource Partners position peaked at $3.35M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2025.

Based on Castalian Partners's 13F filing for Q1 2025, filed 15 May 2025.