Crocodile Capital Partners’s Alpha Metallurgical Resources AMR Stock Holding History

Crocodile Capital Partners’s Portfolio AMR Stock Details AMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.4M	Buy	245,119 +1,000	+0.4%	+$191K	27.5%	2
2026 Q1	$41M	Buy	244,119 +39,000	+19%	+$7.9M	29.34%	2
2025 Q4	$41M	Buy	+205,119	New	+$35.5M	24.51%	2
2025 Q1	–	Sell	-2,000	Closed	-$400K	–	13
2024 Q4	$400K	Sell	2,000 -100,359	-98%	-$22.5M	1.11%	10
2024 Q3	$24.2M	Sell	102,359 -8,500	-8%	-$2.17M	34.11%	1
2024 Q2	$31.1M	Hold	110,859	–	–	49.5%	1
2024 Q1	$36.7M	Sell	110,859 -34,016	-23%	-$12.5M	50.62%	1
2023 Q4	$49.1M	Sell	144,875 -32,036	-18%	-$8.44M	58.32%	1
2023 Q3	$44.3M	Sell	176,911 -36,000	-17%	-$7.03M	41.72%	1
2023 Q2	$35M	Sell	212,911 -54,633	-20%	-$8.35M	35.78%	2
2023 Q1	$41.7M	Buy	267,544 +20,000	+8%	+$3.2M	28.23%	1
2022 Q4	$36.2M	Buy	+247,544	New	+$39.1M	28.7%	1

Other funds holding AMR

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Crocodile Capital Partners's AMR Position: Q2 2026 in Review

Crocodile Capital Partners increased its Alpha Metallurgical Resources (AMR) stake by 0.41% in Q2 2026, buying an estimated $191K and bringing the position to 245,119 shares worth $40.4M. The position accounts for 27.5% of the portfolio, ranked #2.

Crocodile Capital Partners first reported a position in AMR in Q4 2022 and has held it in 12 quarters since. The position peaked at $49.1M in Q4 2023. 58 funds tracked by Wall St. Rank hold AMR as of Q2 2026.

Crocodile Capital Partners held 245,119 shares of Alpha Metallurgical Resources worth $40.4M as of Q2 2026.
Crocodile Capital Partners bought 1,000 Alpha Metallurgical Resources shares in Q2 2026, an estimated $191K.
Alpha Metallurgical Resources made up 27.5% of Crocodile Capital Partners's portfolio in Q2 2026, its #2 holding.
Crocodile Capital Partners first reported a position in Alpha Metallurgical Resources in Q4 2022 and has held it in 12 quarters since.
Crocodile Capital Partners's Alpha Metallurgical Resources position peaked at $49.1M in Q4 2023.
58 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2026.

Based on Crocodile Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.