Natural Resource Partners L.P. (NRP): A Bull Case Theory
We came across a bullish thesis on Natural Resource Partners L.P. on Special Situation Investing’s Substack by Six Bravo. In this article, we will summarize the bull’s thesis on NRP.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Castalian Partners James Gibson | 153,081 | $15,905,116 | -5% | 4.54% |
2. | 98,900 | $10,275,710 | 2.93% | ||
3. | Ballast Asset Management Ragen Stienke | 81,588 | $8,476,993 | +2% | 4.47% |
4. | GoldenTree Asset Management Steven Tananbaum | 63,842 | $6,633,184 | 0.47% | |
5. | Citadel Investment Group Ken Griffin | 26,529 | $2,756,363 | +1375% | 0% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$32.50 | 1,000 | $32,500.00 | 3,159 | 2018-06-05 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$22.83 | 1 | $11.51 | 317 | 2010-06-10 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 989,251 | $102,783,179 | 0.01% | |
2. | 728,873 | $75,729,905 | 0.01% | |
3. | 355,639 | $36,950,892 | 0% | |
4. | 290,180 | $30,149,702 | 2.08% | |
5. | 240,547 | $24,992,833 | 0% |