Tweedy, Browne Co LLC ARLP — ALLIANCE RESOURCE PARTNERS LP

Ownership history in Tweedy, Browne Co LLC  ·  5 quarters on record

AI Ownership Summary

Tweedy, Browne Co LLC reported ALLIANCE RESOURCE PARTNERS LP (ARLP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows ARLP at 0.16% 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 ARLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tweedy, Browne Co LLC's position in ALLIANCE RESOURCE PARTNERS LP, 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 Q1

ARLP was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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 Q1

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.

ARLP stock page Tweedy, Browne Co LLC fund profile Tweedy, Browne Co LLC full holdings
How Tweedy, Browne Co LLC held ARLP — position size vs. price
% of Fund (quarterly)    ARLP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 72,382 +25,687 +55.0% 0.16% $2.0M 2026-05-06 $25.07
2025 Q4 ADDED — — — 46,695 +6,696 +16.7% 0.09% $1.1M 2026-02-03 $23.82
2025 Q3 ADDED — — — 39,999 +20,522 +105.4% 0.09% $1.0M 2025-11-20 $22.73
2025 Q2 ADDED — — — 19,477 +10,722 +122.5% 0.05% $509K 2025-07-29 $24.83
2025 Q1 INITIATED — — — 8,755 — — 0.02% $239K 2025-05-15 $24.18

🏢 Other funds also holding ARLP

As of 2026 Q1 — sorted by position size

Jackson Hole Capital Partners, LLC 3Y 7Y 9.68% MAGNOLIA GROUP, LLC 3Y 7Y 7.26% VISTA INVESTMENT PARTNERS LLC 2.66% GraniteShares Advisors LLC 3Y 2.07% Hidden Cove Wealth Management, LLC 1.24% Pinnacle Holdings, LLC 3Y 7Y 1.15% Adams Asset Advisors, LLC 3Y 7Y 0.79% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.59% Autumn Glory Partners, LLC 3Y 0.53% Anthracite Investment Company, Inc. 0.52%

FAQ About Tweedy, Browne Co LLC and ARLP

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

How long has Tweedy, Browne Co LLC reported owning ARLP?

Tweedy, Browne Co LLC reported ARLP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ARLP position in Tweedy, Browne Co LLC's portfolio?

The largest reported portfolio weight for ARLP was 0.16% in 2026 Q1.

What is the latest reported ARLP position on this page?

The most recent filing on this page is 2026 Q1, when Tweedy, Browne Co LLC reported 72,382 shares, equal to 0.16% of portfolio, with an estimated market value of $2.0M.

What does the chart on this ARLP ownership page compare?

The chart compares Tweedy, Browne Co LLC's quarterly ARLP 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 Tweedy, Browne Co LLC time their ARLP position?

Based on 13F filing dates vs. subsequent ARLP price moves, Tweedy, Browne Co LLC correctly timed 3 out of 4 reported position changes (75%).

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