Alliance Resource Partners (ARLP) Hedge Fund & Institutional Holdings (Q2 2026)

On July 27, 2026, Alliance Resource Partners, L.P. (ARLP) issued a press release announcing its quarterly earnings and operating results for the period ended June 30, 2026. The press release is attached as Exhibit 99.1 to this Form 8-K filing, though the information is furnished and not deemed filed under SEC rules.

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.

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.