Anthracite Investment Company, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Anthracite Investment Company, Inc. opened 75 positions, added to 69, reduced 62 and sold out of 125.
- Q2 2025: Stock CCJ; Country of operation —; Class COM; Shares before 96,524.
- Q2 2025: Stock FLUT; Country of operation —; Class SHS; Shares before 22,000.
- Q2 2025: Stock PM; Country of operation United States; Class COM; Shares before 30,700.
- Q2 2025: Stock AGI; Country of operation —; Class COM CL A; Shares before 110,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1809930), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | CCJ
CAMECO CORP | | COM | 96,524 | 90,000 | -6,524 | $3,972,928 | $6,680,700 | +$2,707,772 | 2025-07-31 |
|---|
| Q2 2025 | FLUT
FLUTTER ENTMT PLC | | SHS | 22,000 | 20,000 | -2,000 | $4,874,100 | $5,715,200 | +$841,100 | 2025-07-31 |
|---|
| Q2 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 30,700 | 30,400 | -300 | $4,873,011 | $5,536,752 | +$663,741 | 2025-07-31 |
|---|
| Q2 2025 | AGI
ALAMOS GOLD INC NEW | | COM CL A | 110,000 | 100,000 | -10,000 | $2,941,400 | $2,656,000 | -$285,400 | 2025-07-31 |
|---|
| Q2 2025 | REAL
THE REALREAL INC | United States | COM | 421,104 | 417,706 | -3,398 | $2,269,751 | $2,000,812 | -$268,939 | 2025-07-31 |
|---|
| Q2 2025 | DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 118,900 | 98,000 | -20,900 | $3,948,669 | $4,203,220 | +$254,551 | 2025-07-31 |
|---|
| Q2 2025 | KGC
KINROSS GOLD CORP | | COM | 140,241 | 100,000 | -40,241 | $1,768,439 | $1,563,000 | -$205,439 | 2025-07-31 |
|---|
| Q2 2025 | AM
ANTERO MIDSTREAM CORP | United States | COM | 30,000 | 20,000 | -10,000 | $540,000 | $379,000 | -$161,000 | 2025-07-31 |
|---|
| Q1 2025 | REAL
THE REALREAL INC | United States | COM | 574,304 | 421,104 | -153,200 | $6,277,143 | $2,269,751 | -$4,007,392 | 2025-05-08 |
|---|
| Q1 2025 | RH
RH | United States | COM | 12,303 | 8,972 | -3,331 | $4,842,338 | $2,103,127 | -$2,739,211 | 2025-05-08 |
|---|
| Q1 2025 | KBR
KBR INC | United States | COM | 58,500 | 21,510 | -36,990 | $3,388,905 | $1,071,413 | -$2,317,492 | 2025-05-08 |
|---|
| Q1 2025 | CCJ
CAMECO CORP | | COM | 116,524 | 96,524 | -20,000 | $5,988,168 | $3,972,928 | -$2,015,240 | 2025-05-08 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 5,836 | 3,636 | -2,200 | $2,459,874 | $1,364,918 | -$1,094,956 | 2025-05-08 |
|---|
| Q1 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 7,000 | 4,491 | -2,509 | $3,172,960 | $2,391,817 | -$781,143 | 2025-05-08 |
|---|
| Q1 2025 | WCN
WASTE CONNECTIONS INC | | COM | 15,900 | 15,400 | -500 | $2,728,122 | $3,005,926 | +$277,804 | 2025-05-08 |
|---|
| Q1 2025 | CASY
CASEYS GEN STORES INC | United States | COM | 11,500 | 11,100 | -400 | $4,556,645 | $4,817,844 | +$261,199 | 2025-05-08 |
|---|
| Q1 2025 | AZO
AUTOZONE INC | United States | COM | 1,000 | 900 | -100 | $3,202,000 | $3,431,502 | +$229,502 | 2025-05-08 |
|---|
| Q1 2025 | WOW
WIDEOPENWEST INC | United States | COM | 71,969 | 40,000 | -31,969 | $356,966 | $198,000 | -$158,966 | 2025-05-08 |
|---|
| Q4 2024 | CPRI
CAPRI HOLDINGS LIMITED | | SHS | 185,425 | 90,000 | -95,425 | $7,869,437 | $1,895,400 | -$5,974,037 | 2025-02-12 |
|---|
| Q4 2024 | REAL
THE REALREAL INC | United States | COM | 745,304 | 574,304 | -171,000 | $2,340,255 | $6,277,143 | +$3,936,888 | 2025-02-12 |
|---|
| Q4 2024 | AMR
ALPHA METALLURGICAL RESOUR I | United States | COM | 7,000 | 2,600 | -4,400 | $1,653,260 | $520,312 | -$1,132,948 | 2025-02-12 |
|---|
| Q4 2024 | FL
FOOT LOCKER INC | United States | COM | 101,838 | 71,470 | -30,368 | $2,631,494 | $1,555,187 | -$1,076,307 | 2025-02-12 |
|---|
| Q4 2024 | AZO
AUTOZONE INC | United States | COM | 1,259 | 1,000 | -259 | $3,965,900 | $3,202,000 | -$763,900 | 2025-02-12 |
|---|
| Q4 2024 | VAL
VALARIS LTD | Bermuda | CL A | 32,700 | 25,000 | -7,700 | $1,823,025 | $1,106,000 | -$717,025 | 2025-02-12 |
|---|
| Q4 2024 | HCC
WARRIOR MET COAL INC | United States | COM | 59,288 | 56,923 | -2,365 | $3,788,503 | $3,087,504 | -$700,999 | 2025-02-12 |
|---|
| Q4 2024 | CPRT
COPART INC | United States | COM | 45,000 | 30,000 | -15,000 | $2,358,000 | $1,721,700 | -$636,300 | 2025-02-12 |
|---|
| Q4 2024 | KBR
KBR INC | United States | COM | 60,000 | 58,500 | -1,500 | $3,907,800 | $3,388,905 | -$518,895 | 2025-02-12 |
|---|
| Q4 2024 | HUBS
HUBSPOT INC | United States | COM | 4,800 | 3,000 | -1,800 | $2,551,680 | $2,090,310 | -$461,370 | 2025-02-12 |
|---|
| Q4 2024 | ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 213,884 | 182,000 | -31,884 | $3,432,838 | $3,565,380 | +$132,542 | 2025-02-12 |
|---|
| Q4 2024 | NXE
NEXGEN ENERGY LTD | | COM | 1,343,534 | 1,314,887 | -28,647 | $8,773,277 | $8,678,254 | -$95,023 | 2025-02-12 |
|---|
| Q4 2024 | CASY
CASEYS GEN STORES INC | United States | COM | 12,300 | 11,500 | -800 | $4,621,233 | $4,556,645 | -$64,588 | 2025-02-12 |
|---|
| Q4 2024 | TFIN
TRIUMPH FINANCIAL INC | United States | COM | 30,844 | 26,844 | -4,000 | $2,453,332 | $2,439,583 | -$13,749 | 2025-02-12 |
|---|
| Q3 2024 | VAL
VALARIS LTD | Bermuda | CL A | 56,081 | 32,700 | -23,381 | $4,178,035 | $1,823,025 | -$2,355,010 | 2024-11-08 |
|---|
| Q3 2024 | TDW
TIDEWATER INC NEW | United States | COM | 35,000 | 20,000 | -15,000 | $3,332,350 | $1,435,800 | -$1,896,550 | 2024-11-08 |
|---|
| Q3 2024 | NRG
NRG ENERGY INC | United States | COM NEW | 59,331 | 30,000 | -29,331 | $4,619,512 | $2,733,000 | -$1,886,512 | 2024-11-08 |
|---|
| Q3 2024 | DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 77,226 | 27,850 | -49,376 | $2,947,716 | $1,091,720 | -$1,855,996 | 2024-11-08 |
|---|
| Q3 2024 | AMR
ALPHA METALLURGICAL RESOUR I | United States | COM | 11,720 | 7,000 | -4,720 | $3,287,812 | $1,653,260 | -$1,634,552 | 2024-11-08 |
|---|
| Q3 2024 | VST
VISTRA CORP | United States | COM | 55,000 | 26,520 | -28,480 | $4,728,900 | $3,143,681 | -$1,585,219 | 2024-11-08 |
|---|
| Q3 2024 | DAKT
DAKTRONICS INC | United States | COM | 329,018 | 251,018 | -78,000 | $4,589,801 | $3,240,642 | -$1,349,159 | 2024-11-08 |
|---|
| Q3 2024 | NKE
NIKE INC | United States | CL B | 63,195 | 39,727 | -23,468 | $4,763,007 | $3,511,867 | -$1,251,140 | 2024-11-08 |
|---|
| Q3 2024 | FL
FOOT LOCKER INC | United States | COM | 151,638 | 101,838 | -49,800 | $3,778,819 | $2,631,494 | -$1,147,325 | 2024-11-08 |
|---|
| Q3 2024 | HCC
WARRIOR MET COAL INC | United States | COM | 78,122 | 59,288 | -18,834 | $4,903,718 | $3,788,503 | -$1,115,215 | 2024-11-08 |
|---|
| Q3 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 38,771 | 28,000 | -10,771 | $3,928,665 | $3,399,200 | -$529,465 | 2024-11-08 |
|---|
| Q3 2024 | BSM
BLACK STONE MINERALS L P | United States | COM UNIT | 108,104 | 88,104 | -20,000 | $1,693,990 | $1,330,370 | -$363,620 | 2024-11-08 |
|---|
| Q3 2024 | NRP
NATURAL RESOURCE PARTNERS L | United States | COM UNIT LTD PAR | 13,617 | 8,799 | -4,818 | $1,220,628 | $860,542 | -$360,086 | 2024-11-08 |
|---|
| Q3 2024 | ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 224,884 | 213,884 | -11,000 | $3,647,618 | $3,432,838 | -$214,780 | 2024-11-08 |
|---|
| Q3 2024 | FCFS
FIRSTCASH HOLDINGS INC | United States | COM | 21,338 | 19,338 | -2,000 | $2,237,929 | $2,220,002 | -$17,927 | 2024-11-08 |
|---|
| Q2 2024 | DAKT
DAKTRONICS INC | United States | COM | 361,241 | 329,018 | -32,223 | $3,597,960 | $4,589,801 | +$991,841 | 2024-08-08 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 14,000 | 7,000 | -7,000 | $2,113,020 | $1,275,050 | -$837,970 | 2024-08-08 |
|---|
| Q2 2024 | TDW
TIDEWATER INC NEW | United States | COM | 45,000 | 35,000 | -10,000 | $4,140,000 | $3,332,350 | -$807,650 | 2024-08-08 |
|---|
| Q2 2024 | VST
VISTRA CORP | United States | COM | 60,000 | 55,000 | -5,000 | $4,179,000 | $4,728,900 | +$549,900 | 2024-08-08 |
|---|
| Q2 2024 | ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 259,210 | 224,884 | -34,326 | $4,077,373 | $3,647,618 | -$429,755 | 2024-08-08 |
|---|
| Q2 2024 | AJG
GALLAGHER ARTHUR J & CO | United States | COM | 12,000 | 10,000 | -2,000 | $3,000,480 | $2,593,100 | -$407,380 | 2024-08-08 |
|---|
| Q2 2024 | NRG
NRG ENERGY INC | United States | COM NEW | 64,331 | 59,331 | -5,000 | $4,354,565 | $4,619,512 | +$264,947 | 2024-08-08 |
|---|
| Q2 2024 | CVE
CENOVUS ENERGY INC | | COM | 50,000 | 40,000 | -10,000 | $999,500 | $786,400 | -$213,100 | 2024-08-08 |
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| Q2 2024 | URG
UR-ENERGY INC | | COM | 217,498 | 110,295 | -107,203 | $347,997 | $154,413 | -$193,584 | 2024-08-08 |
|---|
| Q2 2024 | AEM
AGNICO EAGLE MINES LTD | | COM | 45,000 | 40,000 | -5,000 | $2,684,250 | $2,616,000 | -$68,250 | 2024-08-08 |
|---|
| Q1 2024 | CCJ
CAMECO CORP | | COM | 166,524 | 116,524 | -50,000 | $7,177,184 | $5,047,820 | -$2,129,364 | 2024-05-09 |
|---|
| Q1 2024 | DAKT
DAKTRONICS INC | United States | COM | 479,893 | 361,241 | -118,652 | $4,069,493 | $3,597,960 | -$471,533 | 2024-05-09 |
|---|
| Q1 2024 | ARLP
ALLIANCE RESOURCE PARTNERS L | United States | UT LTD PART | 49,751 | 39,751 | -10,000 | $1,053,726 | $797,008 | -$256,718 | 2024-05-09 |
|---|
| Q1 2024 | NRG
NRG ENERGY INC | United States | COM NEW | 88,331 | 64,331 | -24,000 | $4,566,713 | $4,354,565 | -$212,148 | 2024-05-09 |
|---|
| Q1 2024 | AON
AON PLC | Ireland | SHS CL A | 7,400 | 6,400 | -1,000 | $2,153,548 | $2,135,808 | -$17,740 | 2024-05-09 |
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