Alpha Metallurgical Resources, Inc. (AMR): A Bull Case Theory
We came across a bullish thesis on Alpha Metallurgical Resources, Inc. on Unfair Advantage’s Substack by AK. In this article, we will summarize the bulls’ thesis on AMR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 611,915 | $122,309,570 | -11% | 0.19% |
| 2. | Mohnish Pabrai Mohnish Pabrai | 543,000 | $108,534,840 | +3% | 27% |
| 3. | Tontine Asset Management Jeffrey Gendell | 494,072 | $98,755,112 | +5% | 1.72% |
| 4. | D E Shaw D. E. Shaw | 156,149 | $31,211,062 | -10% | 0.02% |
| 5. | 107,500 | $21,487,100 | -15% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $193.80 | 40 | $7,752.00 | 816,537 | 2025-12-15 | Filing | |
| $192.82 | 222 | $42,806.04 | 816,497 | 2025-12-15 | Filing | |
| $191.49 | 493 | $94,404.57 | 816,275 | 2025-12-15 | Filing | |
| $190.74 | 350 | $66,759.00 | 815,782 | 2025-12-15 | Filing | |
| $189.46 | 107 | $20,272.22 | 815,432 | 2025-12-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $189.82 | 281 | $53,339.42 | 4,989 | 2025-12-11 | Filing | |
| $189.14 | 3,123 | $590,684.22 | 5,720 | 2025-12-11 | Filing | |
| $188.25 | 2,963 | $557,784.75 | 8,393 | 2025-12-11 | Filing | |
| $187.28 | 906 | $169,675.68 | 11,356 | 2025-12-11 | Filing | |
| $186.19 | 852 | $158,633.88 | 12,262 | 2025-12-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,895,846 | $378,941,699 | 0.01% | |
| 2. | 1,164,290 | $232,718,286 | 0% | |
| 3. | 826,553 | $165,211,414 | 0.01% | |
| 4. | 683,572 | $136,635,760 | 0.03% | |
| 5. | 644,025 | $128,727,717 | 27.39% |