Alliance Resource Partners
ARLPHeld by 2 superinvestors.
SEC 10-K · fundamentals
Business quality
As of 2025-12-31Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.
- Revenue growth
- -10.4%
- Net margin
- 14.2%
- ROE
- —
- FCF margin
- 17.7%
Fundamentals data incomplete — read with care.
What makes a business high qualityValuation · value band
Valuation
This issuer has a multi-share-class structure; a blended per-share count is not available from the current data source, so a per-share floor is not computed here.
Method & numbers
A conservative intrinsic-value band (zero-growth floor to growth-capped DCF) plus a tangible asset floor — not investment advice, not a buy/sell signal, and not a price target.
Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.
How to read intrinsic valueSEC 13F · holders
Superinvestors Holding This Security
2 holders · $7.2M combined · this quarter +0 opened / -0 exited
- Value$4.5MWeight (prev→now)1.3% → 1.1% ▼
- Value$2.7MWeight (prev→now)0.2% → 0.2% ▲
SEC 13F · notes
Written summary
Written summary
Alliance Resource Partners (ARLP) is held by 2 of the superinvestors tracked on Compounder, with a combined $7.2M in reported 13F value. The largest position belongs to Bill Miller, where it makes up 1.1% of the portfolio.
Other notable holders by value include Tweedy, Browne (0.2% of its book).
In the quarter ended 2026-06-30, 0 of the tracked filers opened a new position in ARLP, 2 added to existing ones, 0 trimmed, and 0 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.
SEC 13F · co-ownership
Also held by these investors
Investors holding Alliance Resource Partners (ARLP) also commonly hold →
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Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14· Yahoo Finance as of 2026-10-22· SEC 10-K + 10-Q (XBRL) as of 2026-06-30 · filed 2026-08-06·FRED 10-year Treasury (DGS10) as of 2026-10-21
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
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