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Mudita Advisors’s NACCO Industries NC Stock Holding History

Mudita Advisors’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.81M Hold
92,520
– – 0.98% 23
2025
Q4 		$4.54M Hold
92,520
– – 0.98% 20
2025
Q3 		$3.9M Hold
92,520
– – 1.13% 17
2025
Q2 		$4.1M Buy
92,520
+6,239
+7% +$226K 1.38% 17
2025
Q1 		$2.91M Buy
+86,281
New +$2.78M 1.47% 16

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Mudita Advisors's NC Position: Q1 2026 in Review

Mudita Advisors held its NACCO Industries (NC) position steady in Q1 2026 at 92,520 shares worth $4.81M. The position accounts for 0.98% of the portfolio, ranked #23.

Mudita Advisors first reported a position in NC in Q1 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Mudita Advisors held 92,520 shares of NACCO Industries worth $4.81M as of Q1 2026.
  • Mudita Advisors left its NACCO Industries share count unchanged in Q1 2026.
  • NACCO Industries made up 0.98% of Mudita Advisors's portfolio in Q1 2026, its #23 holding.
  • Mudita Advisors first reported a position in NACCO Industries in Q1 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Mudita Advisors's 13F filing for Q1 2026, filed 14 May 2026.