JAMES INVESTMENT RESEARCH, INC. CNR — CORE NATURAL RESOURCES INC

Ownership history in JAMES INVESTMENT RESEARCH, INC.  ·  6 quarters on record

AI Ownership Summary

JAMES INVESTMENT RESEARCH, INC. reported CORE NATURAL RESOURCES INC (CNR) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows CNR at 0.03% 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 CNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JAMES INVESTMENT RESEARCH, INC.'s position in CORE NATURAL RESOURCES INC, 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

CNR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 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.

CNR stock page JAMES INVESTMENT RESEARCH, INC. fund profile JAMES INVESTMENT RESEARCH, INC. full holdings
How JAMES INVESTMENT RESEARCH, INC. held CNR — position size vs. price
% of Fund (quarterly)    CNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3,339 — 0% 0.03% $267K 2026-07-24 $83.20
2026 Q1 ADDED — — — 3,339 +6 +0.2% 0.04% $350K 2026-04-24 $85.71
2025 Q4 REDUCED — — — 3,333 -112 -3.3% 0.03% $295K 2026-01-29 $95.64
2025 Q3 UNCHANGED — — — 3,445 — 0% 0.03% $288K 2025-10-31 $78.72
2025 Q2 UNCHANGED — — — 3,445 — 0% 0.03% $240K 2025-08-01 $72.47
2025 Q1 INITIATED — — — 3,445 — — 0.03% $266K 2025-05-02 $73.58

🏢 Other funds also holding CNR

As of 2026 Q2 — sorted by position size

HOURGLASS CAPITAL, LLC 3Y 7Y 2.49% Skylands Capital, LLC 3Y 7Y 2.22% Villanova Investment Management Co LLC 1.78% Purewater Capital LLC 0.56% CHESAPEAKE CAPITAL CORP /IL/ 0.2% Legacy Capital Group California, Inc. 3Y 0.14% Linden Thomas Advisory Services, LLC 3Y 0.13% Park Capital Management, LLC / WI 0.12% Unison Advisors LLC 3Y 7Y 0.08% Accurate Wealth Management, LLC 3Y 0.06%

FAQ About JAMES INVESTMENT RESEARCH, INC. and CNR

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

How long has JAMES INVESTMENT RESEARCH, INC. reported owning CNR?

JAMES INVESTMENT RESEARCH, INC. reported CNR across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported CNR position in JAMES INVESTMENT RESEARCH, INC.'s portfolio?

The largest reported portfolio weight for CNR was 0.04% in 2026 Q1.

What is the latest reported CNR position on this page?

The most recent filing on this page is 2026 Q2, when JAMES INVESTMENT RESEARCH, INC. reported 3,339 shares, equal to 0.03% of portfolio, with an estimated market value of $267K.

What does the chart on this CNR ownership page compare?

The chart compares JAMES INVESTMENT RESEARCH, INC.'s quarterly CNR 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.

How well did JAMES INVESTMENT RESEARCH, INC. time their CNR position?

Based on 13F filing dates vs. subsequent CNR price moves, JAMES INVESTMENT RESEARCH, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CNR relative to SPY over the holding period was -12.0%.

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