NACCO Industries, Inc.
US ˙ NYSE ˙ US6295791031

SecurityNC / NACCO Industries, Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership5,203 shares
Latest Disclosed Value $ 270,393
Rhumbline Advisers reports 1.29% decrease in ownership of NC / NACCO Industries, Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 5,203 shares of NACCO Industries, Inc. (US:NC) valued at $270,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,271 shares of NACCO Industries, Inc.. This represents a change in shares of -1.29% during the quarter. The current value of the position is $276,852 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)
2026-05-12 2026-03-31 13F NACCO IND INC CL A COM COM 629579103 5,203 -68 -1.29 270 4.65 0.0002
2026-02-13 2025-12-31 13F NACCO IND INC CL A COM COM 629579103 5,271 -850 -13.89 258 0.00 0.0002
2025-11-06 2025-09-30 13F NACCO IND INC CL A COM COM 629579103 6,121 -1,334 -17.89 258 -21.82 0.0002
2025-08-12 2025-06-30 13F NACCO IND INC CL A COM COM 629579103 7,455 1,062 16.61 330 53.49 0.0003
2025-05-29 2025-03-31 13F/A-1 NACCO IND INC CL A COM COM 629579103 6,393 180 2.90 216 16.22 0.0002
2025-04-08 2025-03-31 13F NACCO IND INC CL A COM COM 629579103 6,393 180 216 0.0002
2025-05-29 2024-12-31 13F/A-1 NACCO IND INC CL A COM COM 629579103 6,213 253 4.24 185 10.12 0.0002
2025-01-30 2024-12-31 13F NACCO IND INC CL A COM COM 629579103 6,213 253 185 0.0002
2024-11-12 2024-09-30 13F NACCO IND INC CL A COM COM 629579103 5,960 -295 -4.72 169 -2.89 0.0002
2024-08-01 2024-06-30 13F NACCO IND INC CL A COM COM 629579103 6,255 63 1.02 173 -6.99 0.0002
2024-05-09 2024-03-31 13F NACCO IND INC CL A COM COM 629579103 6,192 149 2.47 187 -15.45 0.0002
2024-02-08 2023-12-31 13F NACCO IND INC CL A COM COM 629579103 6,043 -126 -2.04 221 1.85 0.0002
2023-11-09 2023-09-30 13F NACCO IND INC CL A COM COM 629579103 6,169 44 0.72 216 1.89 0.0003
2023-08-08 2023-06-30 13F NACCO IND INC CL A COM COM 629579103 6,125 -19 -0.31 212 0.0002
2023-05-11 2023-03-31 13F NACCO IND INC CL A COM COM 629579103 6,144 73 1.20 0 -100.00 0.0003
2023-02-14 2022-12-31 13F NACCO IND INC CL A COM COM 629579103 6,071 21 0.35 231 -18.95 0.0003
2022-11-10 2022-09-30 13F NACCO IND INC CL A COM COM 629579103 6,050 333 5.82 285 31.34 0.0004
2022-08-11 2022-06-30 13F NACCO IND INC CL A COM COM 629579103 5,717 5,717 217 0.0003
2020-11-12 2020-09-30 13F NACCO IND INC CL A COM COM 629579103 0 -10,153 -100.00 0 -100.00
2020-08-13 2020-06-30 13F NACCO IND INC CL A COM COM 629579103 10,153 10,153 237 0.0004
2020-05-06 2020-03-31 13F NACCO IND INC CL A COM COM 629579103 0 -7,268 -100.00 0 -100.00
2020-02-05 2019-12-31 13F NACCO IND INC CL A COM COM 629579103 7,268 469 6.90 340 -21.84 0.0006
2019-10-23 2019-09-30 13F NACCO IND INC CL A COM COM 629579103 6,799 614 9.93 435 35.51 0.0008
2019-08-14 2019-06-30 13F NACCO IND INC CL A COM COM 629579103 6,185 165 2.74 321 39.57 0.0006
2019-05-01 2019-03-31 13F NACCO IND INC CL A COM COM 629579103 6,020 -50 -0.82 230 11.65 0.0004
2019-01-31 2018-12-31 13F NACCO IND INC CL A COM COM 629579103 6,070 6,070 206 0.0004
2018-02-09 2017-12-31 13F NACCO IND INC CL A COM COM 629579103 0 -5,826 -100.00 0 -100.00
2017-11-06 2017-09-30 13F NACCO IND INC CL A COM COM 629579103 5,826 30 0.52 500 21.65 0.0011
2017-08-02 2017-06-30 13F NACCO IND INC CL A COM COM 629579103 5,796 -412 -6.64 411 -5.08 0.0009
2017-05-02 2017-03-31 13F NACCO IND INC CL A COM COM 629579103 6,208 218 3.64 433 -20.11 0.0010
2017-01-27 2016-12-31 13F NACCO IND INC CL A COM COM 629579103 5,990 -462 -7.16 542 23.74 0.0014
2016-11-08 2016-09-30 13F NACCO IND INC CL A COM COM 629579103 6,452 45 0.70 438 22.01 0.0012
2016-08-11 2016-06-30 13F NACCO IND INC CL A COM COM 629579103 6,407 -1,340 -17.30 359 -19.33 0.0011
2016-05-02 2016-03-31 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,747 685 9.70 445 49.33 0.0014
2016-02-03 2015-12-31 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,062 40 0.57 298 -10.78 0.0010
2015-11-04 2015-09-30 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,022 250 3.69 334 -18.73 0.0011
2015-08-04 2015-06-30 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 6,772 -1,250 -15.58 411 -3.29 0.0013
2015-05-12 2015-03-31 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 8,022 300 3.89 425 -7.21 0.0012
2015-02-06 2014-12-31 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,722 650 9.19 458 30.11 0.0013
2014-11-12 2014-09-30 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,072 0 0.00 352 -1.68 0.0011
2014-08-06 2014-06-30 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,072 -200 -2.75 358 -9.14 0.0011
2014-05-06 2014-03-31 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,272 -330 -4.34 394 -16.70 0.0012
2014-02-03 2013-12-31 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 7,602 -500 -6.17 473 5.35 0.0014
2013-11-05 2013-09-30 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 8,102 -137 -1.66 449 -4.87 0.0014
2013-08-07 2013-06-30 13F NACCO INDUSTRIES CL A COMMON S COM 629579103 8,239 8,239 472 0.0015
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.