ARLP
Alliance Resource Partners
3 super-investors hold ARLP worth a combined $10M. The largest position: Bill Miller at 1.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #342 of 724 scored stocks.
Why super-investors own ARLP
Bill Miller holds the only meaningful conviction bet on ARLP within the cohort, with a 1.3% portfolio weighting worth roughly $5M — the highest concentration among the three owners. Miller added to his position in 2026Q1, the lone active move this quarter, while Tweedy Browne and Joel Greenblatt held without adjustment. Cohort ownership has been locked at a single holder for eight consecutive quarters before the other two quietly appeared, and total combined exposure remains modest at $10M. With no new entrants and no exits, interest in this coal MLP is neither building nor fading at the cohort level — it reads as a stable, minority-held position with Miller as the only owner showing any incremental conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Miller | 1.3% | 22q | $5M | 185,256 |
| 2 | Joel Greenblatt | <0.1% | 32q | $3M | 106,280 |
| 3 | Tweedy Browne | 0.2% | 5q | $2M | 72,382 |
Owners of ARLP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | ADD | 1.3% | +40% | $5M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 01877R108. Not investment advice.