On July 1, 2026, ARLP bought certain assets outside the US and entered into a related-party Master Supply, Distribution and Services Agreement with Saminco Solutions LLC, a company affiliated with ARLP's CEO and Chairman Joseph W. Craft III. The deal gives an ARLP subsidiary the non-exclusive right to distribute Saminco's products in Africa and other markets, and also permits Saminco to purchase products from ARLP. The initial term is five years, and the terms were reviewed and approved by a conflicts committee of independent directors, who determined they were fair and reasonable to the partnership and its unitholders.

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2026-07-02

On July 1, 2026, a subsidiary of Alliance Resource Partners bought the remaining interests in two existing minerals partnerships, AllDale III and AllDale IV, for about $206.2 million. To help fund the deal, the subsidiary took out a $150 million term loan with Truist Bank that requires quarterly principal payments of $18.75 million starting in September 2026 and matures in January 2028. Separately, entities related to the company's CEO, Joseph W. Craft III, purchased $100 million of limited partner interests in AllDale III. The loan includes financial covenants such as a maximum secured debt-to-EBITDA ratio of 2.0x.

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FAQ

Who are the top institutional investors holding ALLIANCE RESOURCE PARTNERS (ARLP)?

Major stakeholders currently include Morgan Stanley ($134.3M), Progeny 3, Inc. ($89.3M), Jackson Hole Capital Partners, LLC ($58.6M). Based on the latest 13F filings, there are a total of 182 tracked investment funds and institutions maintaining positions in ARLP.

What is the overall institutional sentiment toward ARLP recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $134.6M, driven by 83 managers accumulating shares while 59 reduced their exposure.

Which institutions have been selling or reducing their ARLP positions?

In the latest period, 39 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $251.1M.

Are there any notable investors adding ARLP to their portfolios?

Yes, buying activity remains notable. 31 institutions opened new positions in {ticker}, and 52 existing holders added to their shares. The total reported buy value for the quarter amounted to $411.1M.