Crescent Grove Advisors’s Alliance Resource Partners ARLP Stock Holding History

Crescent Grove Advisors’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 Q3	$3.45M	Buy	142,141 +30,963	+28%	+$788K	0.29%	73
2026 Q2	$2.67M	Buy	111,178 +39,496	+55%	+$1M	0.22%	83
2026 Q1	$1.98M	Sell	71,682 -25,208	-26%	-$653K	0.19%	91
2025 Q4	$2.25M	Sell	96,890 -191,976	-66%	-$4.66M	0.21%	77
2025 Q3	$7.3M	Buy	288,866 +28,785	+11%	+$720K	0.69%	31
2025 Q2	$6.8M	Buy	260,081 +60,627	+30%	+$1.59M	0.66%	32
2025 Q1	$5.44M	Buy	199,454 +76,585	+62%	+$2.05M	0.57%	37
2024 Q4	$3.23M	Sell	122,869 -85,924	-41%	-$2.25M	0.32%	60
2024 Q3	$5.22M	Buy	208,793 +28,016	+15%	+$677K	0.53%	38
2024 Q2	$4.42M	Buy	180,777 +5,527	+3%	+$125K	0.48%	44
2024 Q1	$3.51M	Buy	175,250 +5,752	+3%	+$117K	0.37%	50
2023 Q4	$3.59M	Buy	169,498 +79,155	+88%	+$1.71M	0.4%	47
2023 Q3	$2.04M	Buy	+90,343	New	+$1.8M	0.25%	67

Other funds holding ARLP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Crescent Grove Advisors's ARLP Position: Q3 2026 in Review

Crescent Grove Advisors increased its Alliance Resource Partners (ARLP) stake by 28% in Q3 2026, buying an estimated $788K and bringing the position to 142,141 shares worth $3.45M. The position accounts for 0.29% of the portfolio, ranked #73.

Crescent Grove Advisors first reported a position in ARLP in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.3M in Q3 2025. 29 funds tracked by Wall St. Rank hold ARLP as of Q3 2026.

Crescent Grove Advisors held 142,141 shares of Alliance Resource Partners worth $3.45M as of Q3 2026.
Crescent Grove Advisors bought 30,963 Alliance Resource Partners shares in Q3 2026, an estimated $788K.
Alliance Resource Partners made up 0.29% of Crescent Grove Advisors's portfolio in Q3 2026, its #73 holding.
Crescent Grove Advisors first reported a position in Alliance Resource Partners in Q3 2023 and has held it in 13 quarters since.
Crescent Grove Advisors's Alliance Resource Partners position peaked at $7.3M in Q3 2025.
29 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.