Recurrent Investment Advisors LLC / ARLP
Recurrent Investment Advisors LLC’s Alliance Resource Partners L Position
Does Recurrent Investment Advisors LLC own Alliance Resource Partners L (ARLP)? Not currently — the last reported position was 647.3K shares worth $16M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$16M
Q3 2025
Shares
647.3K
% of Portfolio
+1.25%
Quarters Held
17
position exited
Position History ARLP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 647.3K | $16M | +1.25% |
| Q2 2025 | 656.9K | $17M | +1.39% |
| Q1 2025 | 1.32M | $36M | +3.05% |
| Q4 2024 | 1.15M | $30M | +2.78% |
| Q3 2024 | 1.15M | $29M | +2.85% |
| Q2 2024 | 1.08M | $26M | +2.78% |
| Q1 2024 | 1.03M | $21M | +2.39% |
| Q4 2023 | 736.3K | $16M | +2.29% |
| Q3 2023 | 735.8K | $17M | +2.43% |
| Q2 2023 | 701.3K | $13M | +2.19% |
| Q1 2023 | 650.8K | $13M | +2.60% |
| Q4 2022 | 575.1K | $12M | +2.49% |
| Q3 2022 | 526.1K | $12M | +3.25% |
| Q2 2022 | 506.1K | $9M | +2.80% |
| Q1 2022 | 431.1K | $7M | +2.11% |
| Q4 2021 | 283.9K | $4M | +1.45% |
| Q3 2021 | 237.4K | $3M | +1.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Recurrent Investment Advisors LLC’s full portfolio or all institutional holders of ARLP.