Cnx Resources CORP (CNX) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $169.1M

CNX ranks #1580 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CNX is a top-conviction position for Southeast Asset Advisors, LLC — at 8.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CNX belongs to BlackRock, Inc., but the position matters far more to Southeast Asset Advisors, LLC, who has 8.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

DAVENPORT & Co LLC has added to its CNX position for two straight quarters, increasing it by $3.0M to reach $8.8M today.

Y-Intercept has trimmed its CNX position for two straight quarters, cutting it by $2.3M while still holding $204.9K.

CNX is up 3.7% today, and institutions have been net buyers of $169.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CNX posted net income of $949.4M over the trailing twelve months.

• Profitable — net income of $949.4M over the trailing twelve months
• Revenue grew 61.9% year over year
• Net income improved year over year, from $155.7M to $949.4M
• Generated $1.0B in positive operating cash flow
• Current ratio of 0.44x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.10x equity — within a conventional range