Anthracite Investment Company, Inc. 13F Holdings · last filed Q2 2025
Anthracite Investment Company, Inc. reported 63 securities worth $198.42M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: REVG (6.05%), EWZ (4.75%), NXE (4.60%). Among its top 25 positions this quarter: 2 new, 10 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | REVG | REV GROUP INC | $12.0M | 6.05% | 252,449 | Added |
| 2 | EWZ | ISHARES INC | $9.4M | 4.75% | 327,000 | Trimmed |
| 3 | NXE | NEXGEN ENERGY LTD | $9.1M | 4.60% | 1.3M | Hold |
| 4 | IBIT | ISHARES BITCOIN TRUST ETF | $8.8M | 4.44% | 143,900 | New |
| 5 | GDX | VANECK ETF TRUST | $8.0M | 4.01% | 153,000 | Trimmed |
| 6 | VST | VISTRA CORP | $6.8M | 3.42% | 35,000 | Added |
| 7 | CCJ | CAMECO CORP | $6.7M | 3.37% | 90,000 | Trimmed |
| 8 | DAKT | DAKTRONICS INC | $6.7M | 3.36% | 441,214 | Added |
| 9 | NRG | NRG ENERGY INC | $6.6M | 3.33% | 41,200 | Added |
| 10 | SLV | ISHARES SILVER TR | $6.6M | 3.31% | 200,000 | Trimmed |
| 11 | FLUT | FLUTTER ENTMT PLC | $5.7M | 2.88% | 20,000 | Trimmed |
| 12 | CASY | CASEYS GEN STORES INC | $5.7M | 2.85% | 11,100 | Hold |
| 13 | PM | PHILIP MORRIS INTL INC | $5.5M | 2.79% | 30,400 | Trimmed |
| 14 | SPOT | SPOTIFY TECHNOLOGY S A | $5.4M | 2.71% | 7,000 | Added |
| 15 | ET | ENERGY TRANSFER L P | $4.9M | 2.49% | 272,500 | Added |
| 16 | MELI | MERCADOLIBRE INC | $4.8M | 2.41% | 1,829 | Added |
| 17 | AEM | AGNICO EAGLE MINES LTD | $4.8M | 2.40% | 40,000 | Hold |
| 18 | TATT | TAT TECHNOLOGIES LTD | $4.4M | 2.23% | 144,892 | Added |
| 19 | GOOGL | ALPHABET INC | $4.2M | 2.13% | 24,000 | Added |
| 20 | DKNG | DRAFTKINGS INC NEW | $4.2M | 2.12% | 98,000 | Trimmed |
| 21 | AZO | AUTOZONE INC | $4.1M | 2.06% | 1,100 | Added |
| 22 | WWD | WOODWARD INC | $3.7M | 1.85% | 15,000 | New |
| 23 | AJG | GALLAGHER ARTHUR J & CO | $3.2M | 1.61% | 10,000 | Hold |
| 24 | GRND | GRINDR INC | $3.2M | 1.61% | 140,985 | Hold |
| 25 | BTI | BRITISH AMERN TOB PLC | $3.0M | 1.51% | 63,100 | Hold |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR