Cape Investment Advisory, Inc. NRP β€” NATURAL RESOURCE PARTNERS L

Ownership history in Cape Investment Advisory, Inc.  Β·  3 quarters on record

AI Ownership Summary

Cape Investment Advisory, Inc. reported NATURAL RESOURCE PARTNERS L (NRP) in 3 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows NRP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NRP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cape Investment Advisory, Inc.'s position in NATURAL RESOURCE PARTNERS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NRP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cape Investment Advisory, Inc. held NRP β€” position size vs. price
% of Fund (quarterly)    NRP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 443 +55 +14.2% 0.01% $43K 2026-07-23 $97.35
2025 Q4 ADDED β€” β€” β€” 388 +160 +70.2% 0.01% $40K 2026-02-17 $123.18
2025 Q2 INITIATED β€” β€” β€” 228 β€” β€” 0.01% $22K 2025-08-19 $100.67

FAQ About Cape Investment Advisory, Inc. and NRP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cape Investment Advisory, Inc. reported owning NRP?

Cape Investment Advisory, Inc. reported NRP across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported NRP position in Cape Investment Advisory, Inc.'s portfolio?

The largest reported portfolio weight for NRP was 0.01% in 2025 Q4.

What is the latest reported NRP position on this page?

The most recent filing on this page is 2026 Q2, when Cape Investment Advisory, Inc. reported 443 shares, equal to 0.01% of portfolio, with an estimated market value of $43K.

What does the chart on this NRP ownership page compare?

The chart compares Cape Investment Advisory, Inc.'s quarterly NRP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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