What Makes Natural Resource Partners (NRP) a Strong Investment Bet?
Greystone Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ballast Asset Management Ragen Stienke | 71,620 | $7,787,243 | -5% | 3.38% |
| 2. | Nitor Capital Management David J. Spier | 65,283 | $7,098,221 | +1% | 4.76% |
| 3. | Magnolia Capital Fund Adam Peterson | 43,735 | $4,755,307 | +16% | 1.56% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $102.18 | 336 | $34,332.48 | 47,019 | 2026-05-26 | Filing | |
| $73.50 | 300 | $22,050.00 | 20,535 | 2023-11-17 | Filing | |
| $74.35 | 2,700 | $200,745.00 | 20,235 | 2023-11-17 | Filing | |
| $32.25 | 2,000 | $64,500.00 | 5,659 | 2018-06-07 | Filing | |
| $32.20 | 500 | $16,100.00 | 3,659 | 2018-06-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $110.89 | 2,200 | $243,953.82 | 32,634 | 2026-08-28 | Filing | |
| $100.24 | 8,607 | $862,743.30 | 28,656 | 2025-09-08 | Filing | |
| $25.33 | 850 | $21,530.50 | 950 | 2017-09-14 | Filing | |
| $34,669.00 | 6,000,000 | $208,014,000,000.00 | 14,976,841 | 2011-03-22 | Filing | |
| $22.83 | 1 | $11.51 | 317 | 2010-06-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 270,586 | $29,420,796 | 5.09% | |
| 2. | 105,430 | $11,463,404 | 6.21% | |
| 3. | 37,825 | $4,112,709 | 0% | |
| 4. | 25,941 | $2,820,534 | 0.25% | |
| 5. | 24,300 | $2,642,139 | 0.04% |