What smart money is saying about Alliance Resource Partners
ARLP
No fund has written a full thesis on Alliance Resource Partners in our archive, but 1 fund letter reports a position in it — most recently Tweedy, Browne Fund Inc. in June 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Alliance Resource Partners on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- New positionTweedy, Browne Fund Inc.June 2026
“As mentioned last quarter, the investment strategy for the newly renamed Tweedy, Browne Buybacks . Dividends + Value Fund (formerly the Worldwide High Dividend Yield Value Fund), was modestly adjusted to emphasize investment in companies that pay an attractive dividend and/or have initiated buybacks of their shares, when those shares are trading at discounts to underlying value — including undervaluation based on proprietary combinations of various numerical value oriented investment characteristics, a value score, and qualitative assessments. The Fund no longer requires an above average dividend. The expanded mandate opened the door for several new purchases that would not have qualified under the former mandate. This included the establishment of new positions in Alliance Resource Partners, Autotrader Group, Berkeley Group Holdings, Capgemini, Euronet Worldwide Inc, Koito Manufacturing Co, Krafton Inc, Metropolitan Bank & Trust Company, Sega Sammy Holdings Inc, Suzuken Co Ltd, Western Union, Winpak Ltd, and Zoetis, Inc.”
Alliance Resource Partners
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