Natural Resource Partners L.P. (NRP): A Bull Case Theory
We came across a bullish thesis on Natural Resource Partners L.P. on Waterboy Stocks’s Substack. In this article, we will summarize the bulls’ thesis on NRP.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ballast Asset Management Ragen Stienke | 72,207 | $7,538,411 | -5% | 3.56% |
| 2. | Mountain Lake Investment Management Mitch Cantor | 65,330 | $6,820,501 | +44% | 5.18% |
| 3. | Nitor Capital Management David J. Spier | 64,209 | $6,703,420 | 5.96% | |
| 4. | Citadel Investment Group Ken Griffin | 60,131 | $6,277,676 | +59% | 0% |
| 5. | GoldenTree Asset Management Steven Tananbaum | 31,460 | $3,284,424 | -32% | 0.18% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $73.50 | 300 | $22,050.00 | 20,535 | 2023-11-17 | Filing | |
| $74.35 | 2,700 | $200,745.00 | 20,235 | 2023-11-17 | Filing | |
| $32.25 | 2,000 | $64,500.00 | 5,659 | 2018-06-07 | Filing | |
| $32.20 | 500 | $16,100.00 | 3,659 | 2018-06-06 | Filing | |
| $32.50 | 1,000 | $32,500.00 | 3,159 | 2018-06-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.24 | 8,607 | $862,743.30 | 28,656 | 2025-09-08 | Filing | |
| $25.33 | 850 | $21,530.50 | 950 | 2017-09-14 | Filing | |
| $34,669.00 | 6,000,000 | $208,014,000,000.00 | 14,976,841 | 2011-03-22 | Filing | |
| $22.83 | 1 | $11.51 | 317 | 2010-06-10 | Filing | |
| $22.83 | 1 | $11.51 | 317 | 2010-06-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,006,232 | $105,050,621 | 0.01% | |
| 2. | 748,185 | $78,110,514 | 0.01% | |
| 3. | 620,972 | $64,829,477 | 0.09% | |
| 4. | 312,523 | $32,627,401 | 1.76% | |
| 5. | 214,776 | $22,422,714 | 4.59% |