NACCO Industries, Inc.
US ˙ NYSE ˙ US6295791031

SecurityNC / NACCO Industries, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership39,907 shares
Latest Disclosed Value $ 2,073,968
Northern Trust Corp reports 5.07% increase in ownership of NC / NACCO Industries, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 39,907 shares of NACCO Industries, Inc. (US:NC) valued at $2,073,967 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 37,982 shares of NACCO Industries, Inc.. This represents a change in shares of 5.07% during the quarter. The current value of the position is $2,123,451 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)
2026-05-14 2026-03-31 13F NACCO INDS CL A 629579103 39,907 1,925 5.07 2,074 11.33 0.0001
2026-02-17 2025-12-31 13F NACCO INDS CL A 629579103 37,982 -2,540 -6.27 1,863 9.02 0.0000
2025-11-14 2025-09-30 13F NACCO INDS CL A 629579103 40,522 -1,653 -3.92 1,708 -8.57 0.0000
2025-08-13 2025-06-30 13F NACCO INDS CL A 629579103 42,175 -1,027 -2.38 1,869 28.21 0.0003
2025-05-13 2025-03-31 13F NACCO INDS CL A 629579103 43,202 -383 -0.88 1,457 12.16 0.0002
2025-02-14 2024-12-31 13F NACCO INDS CL A 629579103 43,585 269 0.62 1,300 5.78 0.0002
2024-11-13 2024-09-30 13F NACCO INDS COM 629579103 43,316 -408 -0.93 1,228 1.57 0.0002
2024-08-14 2024-06-30 13F NACCO INDS COM 629579103 43,724 -1,880 -4.12 1,210 -12.20 0.0002
2024-05-14 2024-03-31 13F NACCO INDS COM 629579103 45,604 -5,312 -10.43 1,377 -25.89 0.0002
2024-02-13 2023-12-31 13F NACCO INDS COM 629579103 50,916 427 0.85 1,858 4.97 0.0003
2023-11-13 2023-09-30 13F NACCO INDS COM 629579103 50,489 4,842 10.61 1,771 11.88 0.0003
2023-08-11 2023-06-30 13F NACCO INDS COM 629579103 45,647 2,831 6.61 1,582 2.46 0.0003
2023-05-15 2023-03-31 13F NACCO INDS COM 629579103 42,816 924 2.21 1,544 -2.95 0.0003
2023-02-13 2022-12-31 13F NACCO INDS COM 629579103 41,892 -755 -1.77 1,592 -20.69 0.0003
2022-11-14 2022-09-30 13F NACCO INDS COM 629579103 42,647 496 1.18 2,006 25.53 0.0005
2022-08-12 2022-06-30 13F NACCO INDS COM 629579103 42,151 26,256 165.18 1,598 156.09 0.0003
2022-05-13 2022-03-31 13F NACCO INDS COM 629579103 15,895 23 0.14 624 8.33 0.0001
2022-02-08 2021-12-31 13F NACCO INDS COM 629579103 15,872 -20 -0.13 576 21.52 0.0001
2021-11-15 2021-09-30 13F NACCO INDS COM 629579103 15,892 -1,869 -10.52 474 2.60 0.0001
2021-08-13 2021-06-30 13F NACCO INDS CL A 629579103 17,761 -29,034 -62.05 462 -60.45 0.0001
2021-05-12 2021-03-31 13F NACCO INDS CL A 629579103 46,795 -8,827 -15.87 1,168 -20.16 0.0002
2021-02-11 2020-12-31 13F NACCO INDS CL A 629579103 55,622 -4,054 -6.79 1,463 34.59 0.0003
2020-11-16 2020-09-30 13F NACCO INDS CL A 629579103 59,676 -1,840 -2.99 1,087 -24.15 0.0002
2020-08-14 2020-06-30 13F NACCO INDS COM 629579103 61,516 625 1.03 1,433 -15.90 0.0003
2020-05-14 2020-03-31 13F NACCO INDS CL A 629579103 60,891 402 0.66 1,704 -39.85 0.0005
2020-02-14 2019-12-31 13F NACCO INDS CL A 629579103 60,489 -772 -1.26 2,833 -27.64 0.0006
2019-11-13 2019-09-30 13F NACCO INDS COM 629579103 61,261 3,318 5.73 3,915 30.07 0.0009
2019-08-13 2019-06-30 13F NACCO INDS CL A 629579103 57,943 1,010 1.77 3,010 38.39 0.0007
2019-05-13 2019-03-31 13F NACCO INDS CL A 629579103 56,933 399 0.71 2,175 13.46 0.0005
2019-02-12 2018-12-31 13F NACCO INDS CL A 629579103 56,534 -701 -1.22 1,917 2.29 0.0005
2018-11-14 2018-09-30 13F NACCO INDS CL A 629579103 57,235 4,823 9.20 1,874 5.94 0.0005
2018-09-18 2018-06-30 13F/A-1 NACCO INDS CL A 629579103 52,412 -4,161 -7.36 1,769 -4.79 0.0004
2018-08-14 2018-06-30 13F NACCO INDS CL A 629579103 52,824 -3,749 1,783
2018-05-09 2018-03-31 13F NACCO INDS CL A 629579103 56,573 830 1.49 1,858 -11.48 0.0005
2018-02-14 2017-12-31 13F NACCO INDS CL A 629579103 55,743 1,597 2.95 2,099 -54.81 0.0005
2017-11-13 2017-09-30 13F NACCO INDS CL A 629579103 54,146 -1,145 -2.07 4,645 18.56 0.0012
2017-08-11 2017-06-30 13F NACCO INDS COM 629579103 55,291 3,562 6.89 3,918 8.47 0.0011
2017-05-12 2017-03-31 13F NACCO INDS COM 629579103 51,729 724 1.42 3,612 -21.78 0.0010
2017-02-13 2016-12-31 13F NACCO INDS COM 629579103 51,005 -6,490 -11.29 4,618 18.17 0.0014
2016-11-09 2016-09-30 13F NACCO INDS COM 629579103 57,495 -1,180 -2.01 3,908 18.93 0.0012
2016-08-12 2016-06-30 13F NACCO INDS CL A 629579103 58,675 681 1.17 3,286 1.55 0.0011
2016-08-19 2016-03-31 13F/A-1 NACCO INDS CL A 629579103 57,994 868 1.52 3,236 34.22 0.0011
2016-05-13 2016-03-31 13F Nacco Inds COMM 629579103 57,994 3,329
2016-02-12 2015-12-31 13F Nacco Inds COMM 629579103 57,126 -26,140 -31.39 2,411 -39.10 0.0008
2015-11-12 2015-09-30 13F Nacco Inds COMM 629579103 83,266 83,266 0.00 3,959 0.0013
2015-08-13 2015-06-30 13F Nacco Inds COMM 629579103 0 -217,190 -100.00 0 -100.00
2015-05-14 2015-03-31 13F Nacco Inds COMM 629579103 217,190 8,951 4.30 11,509 -6.89 0.0035
2015-02-12 2014-12-31 13F Nacco Inds COM 629579103 208,239 -5,276 -2.47 12,361 16.40 0.0037
2014-11-13 2014-09-30 13F Nacco Inds COMM 629579103 213,515 29,917 16.29 10,619 14.31 0.0033
2014-08-14 2014-06-30 13F NACCO INDS com 629579103 183,598 -27,281 -12.94 9,290 -18.74 0.0029
2014-05-14 2014-03-31 13F NACCO INDS COMM 629579103 210,879 25,163 13.55 11,432 -1.02 0.0036
2014-02-21 2013-12-31 13F/A-1 NACCO INDS COM 629579103 185,716 6,219 3.46 11,550 16.10 0.0037
2014-02-12 2013-12-31 13F NACCO INDS COM 629579103 185,716 11,550
2013-11-13 2013-09-30 13F NACCO INDS COM 629579103 179,497 -3,536 -1.93 9,948 -5.11 0.0035
2013-08-09 2013-06-30 13F NACCO INDS COM 629579103 183,033 183,033 10,484 0.0038
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.