← Top Holdings

ARLPALLIANCE RESOURCE PARTNERS L

CUSIP: 01877R108

2

Guru Owners

$7.1M

Total Value Held

257,638

Total Shares

$5.1M
1.34%
$2.0M
0.16%

📊 Fundamentals

Market Cap$3.1B
P/E Ratio12.7x
Below market avg
Forward P/E8.4x
P/FCF13.2x
EPS (TTM)$1.90
Revenue (TTM)$2.2B
Profit Margin11.35%
Div Yield10.06%
Beta0.20

52-Week Range

$22.20
$29.45

Current: $24.04

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 12.7x trailing earnings → 8.4x forward · 11.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.8M$3.6M$5.3M$7.1MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $7.1M
INCREASEDBill Miller$5.1M
INCREASEDTweedy Browne$2.0M
Q4 '252 owners · $4.2M
INCREASEDBill Miller$3.1M
INCREASEDTweedy Browne$1.1M
Q3 '252 owners · $4.2M
INCREASEDTweedy Browne$1.0M
Q2 '252 owners · $3.8M
REDUCEDTweedy Browne$509K
Q1 '252 owners · $3.7M
Q4 '241 owners · $3.3M
INCREASEDBill Miller$3.3M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
4%analyst est. 3.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
10.8%current: 10.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ARLP: Held by 2 superinvestors · 8 congress member trades

$1,001 - $15,0002025-11-17
$1,001 - $15,0002025-11-14
$1,001 - $15,0002025-08-14
$1,001 - $15,0002025-05-15
$15,001 - $50,0002025-03-07
$1,001 - $15,0002025-02-14
$15,001 - $50,0002024-12-06
$1,001 - $15,0002024-11-14