Alpha Metallurgical Resources, Inc.
US ˙ NYSE ˙ US0207641061

SecurityAMR / Alpha Metallurgical Resources, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership22,308 shares
Latest Disclosed Value $ 4,579,076
Advisor Group Holdings, Inc. reports 20.05% increase in ownership of AMR / Alpha Metallurgical Resources, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 22,308 shares of Alpha Metallurgical Resources, Inc. (US:AMR) valued at $4,579,163 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,582 shares of Alpha Metallurgical Resources, Inc.. This represents a change in shares of 20.05% during the quarter. The current value of the position is $4,514,693 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 22,308 3,726 20.05 4,579 23.29 0.0039
2026-02-17 2025-12-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 18,582 -4,883 -20.81 3,714 6.08 0.0054
2025-11-14 2025-09-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 23,465 -396 -1.66 3,501 30.49 0.0049
2025-09-04 2025-06-30 13F/A-1 ALPHA METALLURGICAL RESOUR I COM 020764106 23,861 23,851 238,510.00 2,684 268,200.00 0.0048
2025-08-13 2025-06-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 208 198 38 0.0000
2025-05-12 2025-03-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 10 -181 -94.76 1 -97.37 0.0000
2025-06-06 2024-12-31 13F/A-1 ALPHA METALLURGICAL RESOUR I COM 020764106 191 -224 -53.98 38 -61.22 0.0001
2025-02-07 2024-12-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 415 0 97 0.0002
2024-11-13 2024-09-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 415 -432 -51.00 98 -58.65 0.0002
2024-08-13 2024-06-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 847 -4,474 -84.08 238 -86.55 0.0006
2024-05-10 2024-03-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 5,321 -762 -12.53 1,762 -14.51 0.0039
2024-02-12 2023-12-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 6,083 3,234 113.51 2,062 178.51 0.0036
2023-11-13 2023-09-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 2,849 955 50.42 740 137.94 0.0011
2023-08-21 2023-06-30 13F/A-1 ALPHA METALLURGICAL RESOUR I COM 020764106 1,894 -203 -9.68 311 -4.89 0.0006
2023-08-10 2023-06-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 2,221 124 311 0.0001
2023-05-12 2023-03-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 2,097 1,367 187.26 327 205.61 0.0006
2023-02-10 2022-12-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 730 66 9.94 107 17.58 0.0002
2022-11-14 2022-09-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 664 -767 -53.60 91 -50.81 0.0002
2022-08-10 2022-06-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 1,431 106 8.00 185 6.32 0.0004
2022-05-04 2022-03-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 1,325 1,317 16,462.50 174 0.0003
2022-02-03 2021-12-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 8 0 0.00 0 0.0000
2021-11-05 2021-09-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 8 0 0.00 0 0.0000
2021-08-02 2021-06-30 13F ALPHA METALLURGICAL RESOUR I COM 020764106 8 2 33.33 0 0.0000
2021-05-13 2021-03-31 13F ALPHA METALLURGICAL RESOUR I COM 020764106 6 -2 -25.00 0 0.0000
2021-02-10 2020-12-31 13F CONTURA ENERGY COM 21241B100 8 -2 -20.00 0 0.0000
2020-11-12 2020-09-30 13F CONTURA ENERGY COM 21241B100 10 0 0.00 0 0.0000
2020-08-14 2020-06-30 13F CONTURA ENERGY COM 21241B100 10 0 0.00 0 0.0000
2020-05-18 2020-03-31 13F CONTURA ENERGY COM 21241B100 10 10 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.