ALPHA METALLURGICAL RESOUR I AMR
COM · Common Stock · CUSIP 020764106 · ISIN US0207641061
American coal supplier
- SectorMaterials
- IndustryBituminous Coal & Lignite Surface Mining
- HeadquartersBristol, TN
- Websitealphametresources.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.8m this quarter). Holder counts are more reliable. Shares outstanding: 12.7m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $164.98. Options: 6 managers hold calls ($30.8m notional), 6 hold puts ($41.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 208 |
| Q4 2022 | 219 |
| Q1 2023 | 209 |
| Q2 2023 | 200 |
| Q3 2023 | 222 |
| Q4 2023 | 257 |
| Q1 2024 | 291 |
| Q2 2024 | 275 |
| Q3 2024 | 276 |
| Q4 2024 | 270 |
| Q1 2025 | 263 |
| Q2 2025 | 240 |
| Q3 2025 | 262 |
| Q4 2025 | 274 |
| Q1 2026 | 264 |
| Q2 2026 | 254 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 139 | 148 |
| Q4 2024 | 137 | 119 |
| Q1 2025 | 145 | 130 |
| Q2 2025 | 124 | 130 |
| Q3 2025 | 138 | 125 |
| Q4 2025 | 129 | 128 |
| Q1 2026 | 121 | 139 |
| Q2 2026 | 113 | 129 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $81.7m | $110.1m | 1.35 |
| Q4 2025 | $102.0m | $77.4m | 0.76 |
| Q1 2026 | $33.2m | $43.1m | 1.30 |
| Q2 2026 | $30.8m | $41.1m | 1.33 |
Biggest buyers
| Goehring & Rozencwajg Associates, LLC | Added | +322.7k |
| STATE STREET CORP | Added | +60.7k |
| GENDELL JEFFREY L | Added | +57.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +44.1k |
| Allianz Asset Management GmbH | Added | +40.9k |
| WELLS FARGO & COMPANY/MN | Added | +38.9k |
| TUDOR INVESTMENT CORP ET AL | Added | +25.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +25.0k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +24.3k |
| Old West Investment Management, LLC | Added | +23.7k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -248.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -84.8k |
| MARSHALL WACE, LLP | Reduced | -71.0k |
| Dalal Street, LLC | Reduced | -62.5k |
| BlackRock, Inc. | Reduced | -58.6k |
| Contrarius Group Holdings Ltd | Sold out | -48.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -42.1k |
| STEADFAST CAPITAL MANAGEMENT LP | Sold out | -37.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -35.8k |
| D. E. Shaw & Co., Inc. | Reduced | -35.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.8m59.2k shares |
| CITADEL ADVISORS LLC | Added | $6.7m40.6k shares |
| JANE STREET GROUP, LLC | Added | $6.7m40.5k shares |
| IMC-Chicago, LLC | Added | $4.2m25.3k shares |
| GROUP ONE TRADING LLC | Added | $3.4m20.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $66.0k400 shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $14.1m85.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.8m77.5k shares |
| CITADEL ADVISORS LLC | Reduced | $7.5m45.2k shares |
| IMC-Chicago, LLC | Added | $5.5m33.6k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m7.6k shares |
| GROUP ONE TRADING LLC | Unchanged | $16.5k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-23 | 12.4% |
| STATE STREET CORP 13G · institution +1.1 pts · filed 2026-08-07 | 7.7% |
Fell to 5% or below in the last year: PABRAI MOHNISH (4.8%, 2026-08-13), VANGUARD PORTFOLIO MANAGEMENT LLC (4.8%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26), RENAISSANCE TECHNOLOGIES LLC (4.8%, 2026-02-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $16.0m | 2 | $2.3m | — |
| Q4 2025 | 2 | $22.0m | 1 | $1.5m | — |
| Q1 2026 | 1 | $10.5m | 2 | $627.4k | — |
| Q2 2026 | 1 | $4.8m | 2 | $926.8k | — |
| Q3 2026 | 2 | $12.6m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-08 | Courtis Kenneth S. Director | Bought | $2.3m10.0k shares |
| 2026-08-28 | Courtis Kenneth S. Director | Bought | $1.1m5.0k shares |
| 2026-08-25 | Courtis Kenneth S. Director | Bought | $1.1m5.0k shares |
| 2026-08-21 | Courtis Kenneth S. Director | Bought | $3.2m15.0k shares |
| 2026-08-21 | CONTINENTAL GENERAL INSURANCE CO +5 Director · By Continental General Insurance Company | Bought | $2.1m10.0k shares |
| 2026-08-20 | Courtis Kenneth S. Director | Bought | $2.9m15.0k shares |
| 2026-06-12 | Courtis Kenneth S. Director | Bought | $2.0m10.0k shares |
| 2026-06-03 | Whitehead Jason E. President & COO | Sold | $828.1k3.9k shares |
| 2026-06-01 | Manno Mark Matthew EVP, GC & Secretary | Sold | $98.7k460 shares |
| 2026-05-12 | Courtis Kenneth S. Director | Bought | $2.8m15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.8m $299.2m | Reduced -58.6k |
| STATE STREET CORP 0.00% of their portfolio | 974.5k $160.7m | Added +60.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 746.9k $123.2m | Added +25.0k |
| CONTINENTAL GENERAL INSURANCE CO 22.15% of their portfolio | 644.0k $106.2m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 602.4k $99.4m | Reduced -35.8k |
| GENDELL JEFFREY L 0.90% of their portfolio | 601.3k $99.2m | Added +57.1k |
| Goehring & Rozencwajg Associates, LLC 5.36% of their portfolio | 564.7k $93.1m | Added +322.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.13% of their portfolio | 550.7k $90.8m | Reduced -42.1k |
| Dalal Street, LLC 26.11% of their portfolio | 517.2k $85.3m | Reduced -62.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 467.0k $77.0m | Added +210 |
| Systrade AG 28.91% of their portfolio | 280.0k $46.2m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 273.7k $45.2m | Added +2.6k |
| Crocodile Capital Partners GmbH 27.50% of their portfolio | 245.1k $40.4m | Added +1.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 150.3k $24.8m | Reduced -7.5k |
| MORGAN STANLEY 0.00% of their portfolio | 134.2k $22.1m | Reduced -27.1k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 112.5k $18.6m | Added +40.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 110.0k $18.1m | Added +2.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 108.1k $17.8m | Reduced -35.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 86.1k $14.2m | Reduced -248.9k |
| Hosking Partners LLP 0.43% of their portfolio | 77.7k $12.8m | Reduced -1.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 72.4k $11.9m | Added +1.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 69.8k $11.5m | Added +3.8k |
| Alta Fundamental Advisers LLC 4.13% of their portfolio | 69.2k $11.4m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 66.5k $11.0m | Reduced -1.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 66.0k $10.9m | Added +44.1k |
| Old West Investment Management, LLC 1.05% of their portfolio | 60.2k $9.9m | Added +23.7k |
| NWF Advisory Services Inc. 0.90% of their portfolio | 57.9k $9.6m | Added +18.4k |
| PDT Partners, LLC 0.49% of their portfolio | 56.8k $9.4m | Reduced -4.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 54.5k $9.0m | Reduced -43 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 53.1k $8.8m | Reduced -3.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 51.8k $8.5m | Reduced -798 |
| UBS Group AG 0.00% of their portfolio | 50.3k $8.3m | Reduced -18.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 45.4k $7.5m | Reduced -18.4k |
| FMR LLC 0.00% of their portfolio | 44.4k $7.3m | Added +6.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 44.4k $7.3m | Added +38.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 43.4k $7.2m | Added +23.6k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 42.1k $6.9m | Reduced -71.0k |
| Empowered Funds, LLC 0.03% of their portfolio | 37.8k $6.2m | Added +483 |
| Public Sector Pension Investment Board 0.02% of their portfolio | 36.7k $6.1m | Reduced -2.0k |
| TOWLE & CO 2.01% of their portfolio | 36.0k $5.9m | Reduced -2.1k |
| Invesco Ltd. 0.00% of their portfolio | 35.3k $5.8m | Reduced -7.4k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 33.9k $5.6m | Added +11.6k |
| Nuveen, LLC 0.00% of their portfolio | 28.3k $4.7m | Added +2.5k |
| IMC-Chicago, LLC 0.04% of their portfolio | 27.9k $4.6m | Added +23.2k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 27.5k $4.5m | Added +25.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 27.3k $4.5m | Reduced -4.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 26.9k $4.4m | Added +24.3k |
| Mraz, Amerine & Associates, Inc. 0.63% of their portfolio | 26.5k $4.4m | Reduced -3 |
| EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio | 25.3k $4.2m | Reduced -9.7k |
| Bridgewater Associates, LP 0.02% of their portfolio | 23.8k $3.9m | Added +7.6k |
| OSSIAM 0.05% of their portfolio | 22.8k $3.8m | Unchanged |
| Susquehanna Portfolio Strategies, LLC 0.06% of their portfolio | 22.7k $3.7m | Reduced -11.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 22.6k $3.7m | New |
| CITIGROUP INC 0.00% of their portfolio | 21.3k $3.5m | Added +3.7k |
| Swiss National Bank 0.00% of their portfolio | 21.2k $3.5m | Reduced -400 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 20.3k $3.4m | Added +11.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 20.2k $3.3m | New |
| Legal & General Group Plc 0.00% of their portfolio | 19.7k $3.3m | Reduced -694 |
| LPL Financial LLC 0.00% of their portfolio | 19.7k $3.2m | Reduced -3.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 19.5k $3.2m | Reduced -18.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 15.3k $2.5m | Added +6.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 15.1k $3.1m | Added +3.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 14.6k $2.4m | Reduced -399 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 14.2k $2.3m | Reduced -84.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 14.1k $2.3m | Reduced -7.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 13.5k $2.2m | Added +3.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.4k $2.2m | Reduced -9.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 12.9k $2.1m | Reduced -377 |
| INVESTMENT HOUSE LLC 0.09% of their portfolio | 12.2k $2.0m | Reduced -247 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 11.6k $1.9m | Added +1.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 11.5k $1.9m | Reduced -10.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 11.5k $1.9m | Reduced -2.9k |
| Holocene Advisors, LP 0.00% of their portfolio | 11.0k $1.8m | Reduced -4.6k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 0.11% of their portfolio | 10.8k $1.8m | Added +5.4k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 10.7k $1.8m | Added +969 |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 10.6k $1.7m | Added +5.4k |
| Linden Thomas Advisory Services, LLC 0.12% of their portfolio | 9.3k $1.5m | Added +1.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 9.2k $1.5m | Added +7.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 8.8k $1.5m | Added +3.5k |
| Financial Strategies Group, Inc. 0.20% of their portfolio | 8.6k $1.2m | Added +2.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 8.6k $1.4m | Unchanged |
| Marnell Management LLC 0.66% of their portfolio | 7.8k $1.3m | Added +4.7k |
| Ballast Asset Management, LP 0.51% of their portfolio | 7.7k $1.3m | Unchanged |
| Mutual Advisors, LLC 0.02% of their portfolio | 7.5k $1.2m | Unchanged |
| Creative Planning 0.00% of their portfolio | 7.3k $1.2m | Added +661 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 7.0k $1.2m | Reduced -196 |
| Quantinno Capital Management LP 0.00% of their portfolio | 7.0k $1.2m | Added +5.7k |
| Kennondale Capital Management LLC 0.75% of their portfolio | 6.8k $1.1m | Unchanged |
| SummerHaven Investment Management, LLC 0.59% of their portfolio | 6.7k $1.1m | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.3k $1.0m | Reduced -102 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 6.1k $1.0m | Added +4.0k |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 6.0k $984.5k | New |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 5.9k $968.2k | Added +1.1k |
| Vident Advisory, LLC 0.01% of their portfolio | 5.7k $932.9k | Reduced -3.1k |
| X-Square Capital, LLC 0.23% of their portfolio | 5.5k $912.0k | Reduced -22 |
| Jupiter Topco LLC 0.00% of their portfolio | 5.5k $903.1k | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 5.3k $881.4k | Reduced -702 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.01% of their portfolio | 5.3k $876.5k | Reduced -168 |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 5.2k $852.1k | Added +4.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 4.9k $813.2k | Reduced -487 |