NRP

Natural Resource Partners LP

2 super-investor ownerscombined $13Mlargest position 5.4%

2 super-investors hold NRP worth a combined $13M. The largest position: Bryan Lawrence at 5.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 41 — ranked #117 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

Share𝕏 in

Why super-investors own NRP

Bryan Lawrence is the dominant conviction holder here, carrying NRP at 5.4% of his portfolio — a $12M position that has been a consistent fixture for at least eight quarters. Joel Greenblatt holds a nominal $1M stake representing essentially zero portfolio weight. Notably, the cohort count dropped back to 1 after briefly reaching 2 last quarter, suggesting Greenblatt either trimmed to near-zero or the position crossed a reporting threshold; no new entrants, additions, or exits were recorded in 2026Q1. With Lawrence as the sole meaningful owner and no movement from either holder this quarter, super-investor interest in this MLP is narrow, stable, and showing no signs of broadening.

AI-synthesized from 13F filings. Not investment advice.