Natural Resource Partners LP (NRP) Smart Money Holdings (13F, Q2 2026)

NRP ranks #5220 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

NRP is a top-conviction position for Saber Capital Managment, LLC — at 14.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NRP belongs to Morgan Stanley, but the position matters far more to Saber Capital Managment, LLC, who has 14.5% 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.

UBS Group AG has added to its NRP position for two straight quarters, increasing it by $13.4M to reach $33.9M today.

Goldman Sachs Group Inc has trimmed its NRP position for two straight quarters, cutting it by $19.1M while still holding $59.0M.

NRP is up 0.3% today, and institutions have been net buyers of $8.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

NRP posted net income of $106.7M over the trailing twelve months.

• Profitable — net income of $106.7M over the trailing twelve months
• Revenue declined 18.7% year over year
• Net income declined year over year, from $155.8M to $106.7M
• Generated $165.9M in positive operating cash flow
• Current ratio of 1.85x — enough short-term assets to cover short-term liabilities