Natural Resource Partners (NRP)

• Market cap: $1.34B
• 1 day: -0.87%
• 5 days: -3.77%
• 1 month: 4.57%
• 3 months: -4.10%
• 6 months: 3.10%
• Year to date: -4.10%
• 1 year: 11.23%
• 5 years: 764.82%
• 10 years: 51.92%
• Sector: Energy
• Industry: Bituminous Coal & Lignite Surface Mining

About: Natural Resources Partners LP is a diversified natural resource company. It is engaged in the business of owning, managing and leasing a diversified portfolio of mineral properties in the United States, including interests in coal, trona and soda ash, crude oil and natural gas, construction aggregates, frac sand, and other natural resources. The company leases coal reserves to experience mine operators under long-term leases that grant the operator the right to mine its coal reserves in exchange for royalty payments. The company operates in two reportable segments namely: Mineral Rights and Soda Ash. the majority of the revenue is generated from the Mineral Rights segment. The business activity of the group functions through the United States.

Employees: 55

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

196% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $4.25M

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

10% more funds holding

Funds holding: 61 [Q3] → 67 (+6) [Q4]

6% more capital invested

Capital invested by funds: $430M [Q3] → $456M (+$26.4M) [Q4]

2.6% less ownership

Funds ownership: 34.08% [Q3] → 31.48% (-2.6%) [Q4]

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22