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Recurrent Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Recurrent Investment 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
2025
Q4 		– Sell
-647,283
Closed -$16.4M – 72
2025
Q3 		$16.4M Sell
647,283
-9,572
-1% -$239K 1.25% 21
2025
Q2 		$17.2M Sell
656,855
-663,045
-50% -$17.4M 1.39% 21
2025
Q1 		$36M Buy
1,319,900
+168,830
+15% +$4.51M 3.05% 15
2024
Q4 		$30.3M Buy
1,151,070
+5,925
+0.5% +$155K 2.78% 16
2024
Q3 		$28.6M Buy
1,145,145
+66,761
+6% +$1.61M 2.85% 15
2024
Q2 		$26.4M Buy
1,078,384
+50,640
+5% +$1.15M 2.78% 16
2024
Q1 		$20.6M Buy
1,027,744
+291,487
+40% +$5.94M 2.39% 18
2023
Q4 		$15.6M Buy
736,257
+473
+0.1% +$10.2K 2.29% 18
2023
Q3 		$16.6M Buy
735,784
+34,500
+5% +$688K 2.43% 17
2023
Q2 		$13M Buy
701,284
+50,500
+8% +$969K 2.19% 18
2023
Q1 		$13.1M Buy
650,784
+75,700
+13% +$1.55M 2.6% 17
2022
Q4 		$11.7M Buy
575,084
+49,000
+9% +$1.11M 2.49% 16
2022
Q3 		$12M Buy
526,084
+20,000
+4% +$458K 3.25% 16
2022
Q2 		$9.23M Buy
506,084
+75,000
+17% +$1.36M 2.8% 16
2022
Q1 		$6.65M Buy
431,084
+147,180
+52% +$2.08M 2.11% 18
2021
Q4 		$3.59M Buy
283,904
+46,480
+20% +$524K 1.45% 20
2021
Q3 		$2.58M Buy
+237,424
New +$1.98M 1.13% 22

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Recurrent Investment Advisors's ARLP Position: Q4 2025 in Review

Recurrent Investment Advisors sold out of Alliance Resource Partners (ARLP) in Q4 2025, closing a stake of 647,283 shares — an estimated $16.4M sold.

Recurrent Investment Advisors first reported a position in ARLP in Q3 2021 and held it in 17 quarters. The position peaked at $36M in Q1 2025. 169 funds tracked by Wall St. Rank hold ARLP as of Q4 2025.

  • Recurrent Investment Advisors reported no remaining Alliance Resource Partners position as of Q4 2025 after selling out during the quarter.
  • Recurrent Investment Advisors sold 647,283 Alliance Resource Partners shares in Q4 2025, an estimated $16.4M.
  • Recurrent Investment Advisors first reported a position in Alliance Resource Partners in Q3 2021 and held it in 17 quarters.
  • Recurrent Investment Advisors's Alliance Resource Partners position peaked at $36M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2025.

Based on Recurrent Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.