Kovitz Investment Group Partners
CNR

Kovitz Investment Group Partners’s Core Natural Resources Inc CNR Stock Holding History

Kovitz Investment Group Partners’s Portfolio CNR Stock Details CNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,224
Closed -$2.8M – 1326
2024
Q4 		$2.8M Sell
26,224
-646
-2% -$74.4K 0.01% 514
2024
Q3 		$2.77M Buy
26,870
+659
+3% +$64.2K 0.02% 446
2024
Q2 		$2.68M Buy
+26,211
New +$2.38M 0.02% 379

Other funds holding CNR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kovitz Investment Group Partners's CNR Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Core Natural Resources Inc (CNR) in Q1 2025, closing a stake of 26,224 shares — an estimated $2.8M sold.

Kovitz Investment Group Partners first reported a position in CNR in Q2 2024 and held it in 3 quarters. The position peaked at $2.8M in Q4 2024. 315 funds tracked by Wall St. Rank hold CNR as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Core Natural Resources Inc position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 26,224 Core Natural Resources Inc shares in Q1 2025, an estimated $2.8M.
  • Kovitz Investment Group Partners first reported a position in Core Natural Resources Inc in Q2 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Core Natural Resources Inc position peaked at $2.8M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.