NACCO Industries, Inc.
US ˙ NYSE ˙ US6295791031

SecurityNC / NACCO Industries, Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership1,619 shares
Latest Disclosed Value $ 83,929
Jpmorgan Chase & Co reports 70.64% decrease in ownership of NC / NACCO Industries, Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 1,619 shares of NACCO Industries, Inc. (US:NC) valued at $84,139 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,515 shares of NACCO Industries, Inc.. This represents a change in shares of -70.64% during the quarter. The current value of the position is $86,147 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)
2026-05-13 2026-03-31 13F/A-1 NACCO INDS COMMON 629579103 1,619 -3,896 -70.64 84 -69.26 0.0000
2026-05-13 2026-03-31 13F NACCO INDS COMMON 629579103 0 -100.00 0
2026-02-11 2025-12-31 13F NACCO INDS COMMON 629579103 5,515 -1,048 -15.97 270 -2.17 0.0000
2025-11-26 2025-09-30 13F/A-1 NACCO INDS COMMON 629579103 6,563 718 12.28 277 6.98 0.0000
2025-11-07 2025-09-30 13F NACCO INDS COMMON 629579103 6,563 718 277 0.0000
2025-08-12 2025-06-30 13F NACCO INDS COMMON 629579103 5,845 -3,619 -38.24 259 -19.12 0.0000
2025-05-12 2025-03-31 13F NACCO INDS COMMON 629579103 9,464 -6,861 -42.03 319 -34.36 0.0000
2025-02-12 2024-12-31 13F NACCO INDS COMMON 629579103 16,325 8,062 97.57 487 107.69 0.0000
2024-12-26 2024-09-30 13F/A-1 NACCO INDS COMMON 629579103 8,263 3,615 77.78 234 82.81 0.0000
2024-11-08 2024-09-30 13F NACCO INDS COMMON 629579103 8,263 3,615 234 0.0000
2024-12-26 2024-06-30 13F/A-1 NACCO INDS COMMON 629579103 4,648 -5,360 -53.56 129 -57.62 0.0000
2024-08-12 2024-06-30 13F NACCO INDS COMMON 629579103 4,648 -5,360 129 0.0000
2024-12-26 2024-03-31 13F/A-1 NACCO INDS COMMON 629579103 10,008 3,235 47.76 302 22.27 0.0000
2024-05-10 2024-03-31 13F NACCO INDS COMMON 629579103 10,008 3,235 302 0.0000
2024-12-26 2023-12-31 13F/A-1 NACCO INDS COMMON 629579103 6,773 3,643 116.39 247 126.61 0.0000
2024-02-12 2023-12-31 13F NACCO INDS COMMON 629579103 6,773 3,643 247 0.0000
2023-11-14 2023-09-30 13F NACCO INDS COMMON 629579103 3,130 -1,328 -29.79 110 -29.22 0.0000
2023-08-11 2023-06-30 13F NACCO INDS COMMON 629579103 4,458 1,353 43.57 155 37.50 0.0000
2023-05-18 2023-03-31 13F/A-1 NACCO INDS COMMON 629579103 3,105 811 35.35 112 0.0000
2023-02-13 2022-12-31 13F NACCO INDS COMMON 629579103 2,294 68 3.05 0 -100.00 0.0000
2022-11-14 2022-09-30 13F NACCO INDS COMMON 629579103 2,226 45 2.06 105 26.51 0.0000
2022-08-11 2022-06-30 13F NACCO INDS COMMON 629579103 2,181 1,176 117.01 83 107.50 0.0000
2022-05-11 2022-03-31 13F NACCO INDS COMMON 629579103 1,005 255 34.00 40 42.86 0.0000
2022-02-11 2021-12-31 13F/A-1 NACCO INDS COMMON 629579103 750 124 19.81 28 55.56 0.0000
2022-02-10 2021-12-31 13F NACCO INDS COMMON 629579103 750 124 28 0.0000
2021-11-12 2021-09-30 13F NACCO INDS COMMON 629579103 626 -459 -42.30 18 -35.71 0.0000
2021-08-12 2021-06-30 13F NACCO INDS COMMON 629579103 1,085 -11,398 -91.31 28 -91.00 0.0000
2021-05-12 2021-03-31 13F NACCO INDS COMMON 629579103 12,483 483 4.03 311 -1.58 0.0000
2021-02-19 2020-12-31 13F/A-1 NACCO INDS COMMON 629579103 12,000 5,362 80.78 316 154.84 0.0000
2021-02-11 2020-12-31 13F NACCO INDS COMMON 629579103 12,000 5,362 316 7.8149
2020-11-12 2020-09-30 13F/A-1 NACCO INDS COMMON 629579103 6,638 3,444 107.83 124 67.57 0.0000
2020-11-12 2020-09-30 13F NACCO INDS COMMON 629579103 6,638 124
2020-08-11 2020-06-30 13F NACCO INDS COMMON 629579103 3,194 -3,938 -55.22 74 -62.81 0.0000
2020-05-12 2020-03-31 13F NACCO INDS COMMON 629579103 7,132 818 12.96 199 -32.77 0.0000
2020-02-11 2019-12-31 13F NACCO INDS COMMON 629579103 6,314 -1,858 -22.74 296 -43.30 0.0001
2019-11-12 2019-09-30 13F NACCO INDS COMMON 629579103 8,172 -5,930 -42.05 522 -25.32 0.0001
2019-08-07 2019-06-30 13F NACCO INDS COMMON 629579103 14,102 -115,129 -89.09 699 -85.85 0.0001
2019-05-07 2019-03-31 13F NACCO INDS COMMON 629579103 129,231 -18,545 -12.55 4,940 -1.40 0.0010
2019-02-11 2018-12-31 13F NACCO INDS COMMON 629579103 147,776 -18,294 -11.02 5,010 -7.90 0.0012
2018-11-13 2018-09-30 13F/A-1 NACCO INDS COMMON 629579103 166,070 -1,255 -0.75 5,440 -3.67 0.0010
2018-11-07 2018-09-30 13F NACCO INDS COMMON 629579103 166,070 -1,255 5,440
2018-08-14 2018-06-30 13F NACCO INDS COMMON 629579103 167,325 2,492 1.51 5,647 4.27 0.0012
2018-05-10 2018-03-31 13F NACCO INDS COMMON 629579103 164,833 -9,853 -5.64 5,416 -17.65 0.0012
2018-02-13 2017-12-31 13F NACCO INDS COMMON 629579103 174,686 -8,354 -4.56 6,577 -59.56 0.0014
2017-11-09 2017-09-30 13F NACCO INDS COMMON 629579103 183,040 -23,687 -11.46 16,263 11.03 0.0036
2017-08-09 2017-06-30 13F NACCO INDS COMMON 629579103 206,727 4,955 2.46 14,647 4.00 0.0033
2017-05-10 2017-03-31 13F NACCO INDS COMMON 629579103 201,772 28,716 16.59 14,084 -10.12 0.0032
2017-02-06 2016-12-31 13F NACCO INDS COMMON 629579103 173,056 5,723 3.42 15,670 37.79 0.0038
2016-11-04 2016-09-30 13F NACCO INDS COMMON 629579103 167,333 5,508 3.40 11,372 25.49 0.0028
2016-08-08 2016-06-30 13F NACCO INDS COMMON 629579103 161,825 125 0.08 9,062 -2.38 0.0023
2016-05-10 2016-03-31 13F NACCO INDS COMMON 629579103 161,700 5,225 3.34 9,283 40.57 0.0024
2016-02-12 2015-12-31 13F NACCO INDS COMMON 629579103 156,475 29,000 22.75 6,604 8.94 0.0017
2015-11-13 2015-09-30 13F NACCO INDS COMMON 629579103 127,475 7,643 6.38 6,062 -16.74 0.0016
2015-08-14 2015-06-30 13F NACCO INDUSTRIES-CL A COMMON 629579103 119,832 99,932 502.17 7,281 590.80 0.0017
2015-05-15 2015-03-31 13F NACCO INDUSTRIES-CL A COMMON 629579103 19,900 400 2.05 1,054 -8.90 0.0002
2015-02-13 2014-12-31 13F NACCO INDUSTRIES-CL A COMMON 629579103 19,500 -24,123 -55.30 1,157 -46.66 0.0003
2014-12-08 2014-09-30 13F/A-1 NACCO INDUSTRIES-CL A COMMON 629579103 43,623 -38,164 -46.66 2,169 -47.60 0.0005
2014-11-14 2014-09-30 13F NACCO INDUSTRIES-CL A COMMON 629579103 43,623 2,169
2014-09-03 2014-06-30 13F/A-1 NACCO INDUSTRIES-CL A COMMON 629579103 81,787 -11,474 -12.30 4,139 -18.12 0.0011
2014-08-14 2014-06-30 13F NACCO INDUSTRIES-CL A COMMON 629579103 81,787 4,139
2014-05-15 2014-03-31 13F NACCO INDS COMMON 629579103 93,261 4,554 5.13 5,055 -8.37 0.0014
2014-02-26 2013-12-31 13F/A-1 NACCO INDS COMMON 629579103 88,707 -25,855 -22.57 5,517 -13.10 0.0016
2014-02-13 2013-12-31 13F NACCO INDS COMMON 629579103 88,707 5,517
2013-10-31 2013-09-30 13F NACCO INDS COMMON 629579103 114,562 17,684 18.25 6,349 14.40 0.0019
2013-08-13 2013-06-30 13F NACCO INDS COMMON 629579103 96,878 96,878 5,550 0.0018
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.