Greenlight Capital’s Thoughts on Core Natural Resources (CNR)
Greenlight Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Skylands Capital Charles Paquelet | 217,713 | $19,269,778 | -2% | 2.61% |
| 2. | Hourglass Capital Kenneth A. Moffet | 125,195 | $11,081,009 | +8% | 2.39% |
| 3. | Bayforest Capital Theodoros Tsagaris | 2,307 | $204,193 | 0.15% | |
| 4. | Aquamarine Capital Management Guy Spier | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.95 | 7,500 | $502,125.00 | 341,062 | 2025-05-09 | Filing | |
| $6.46 | 4,000 | $25,840.00 | 46,057 | 2020-02-19 | Filing | |
| $12.55 | 4,000 | $50,200.00 | 42,057 | 2019-11-12 | Filing | |
| $33.01 | 610 | $20,134.88 | 15,214 | 2018-02-21 | Filing | |
| $24.16 | 4,000 | $96,640.00 | 32,398 | 2017-12-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.00 | 1,000 | $100,000.00 | 9,307 | 2025-10-09 | Filing | |
| $95.00 | 1,000 | $95,000.00 | 10,307 | 2025-10-08 | Filing | |
| $90.00 | 2,500 | $225,000.00 | 11,307 | 2025-10-03 | Filing | |
| $82.20 | 5,000 | $411,000.00 | 21,830 | 2025-09-25 | Filing | |
| $77.07 | 3,043 | $234,524.01 | 23,348 | 2025-09-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,669,844 | $501,837,893 | 0.01% | |
| 2. | 256,932 | $22,741,051 | 0.01% | |
| 3. | 218,061 | $19,300,580 | 0% | |
| 4. | Imc-chicago, LlcCALL | 38,400 | $3,398,784 | 0% |
| 5. | 32,008 | $2,833,028 | 0.29% |