Bill Miller's ARLP Position Overview
Bill Miller (via Miller Value Partners, LLC) currently holds 127,000 shares of Alliance Resource Partners, L.P. (ARLP) worth $3.21 M, representing 1.18% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Bill Miller has maintained a strategic position in ARLP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 275,000 shares. Largest reduction occurred in Q3 2022, reducing 121,000 shares.
Analysis based on 13F filings available since 2013 Q2
Bill Miller's Alliance Resource Partners (ARLP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alliance Resource Partners (ARLP) Trades by Bill Miller
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +275,000 | New Buy | 275,000 | $4.48 |
| Q1 2021 | -4,300 | Reduce 1.56% | 270,700 | $5.80 |
| Q2 2021 | -20,000 | Reduce 7.39% | 250,700 | $7.21 |
| Q3 2021 | +75,000 | Add 29.92% | 325,700 | $10.87 |
| Q4 2021 | +275,000 | Add 84.43% | 600,700 | $12.64 |
| Q1 2022 | -92,700 | Reduce 15.43% | 508,000 | $15.43 |
| Q2 2022 | -63,000 | Reduce 12.40% | 445,000 | $18.23 |
| Q3 2022 | -121,000 | Reduce 27.19% | 324,000 | $22.90 |
| Q1 2023 | -31,000 | Reduce 9.57% | 293,000 | $20.17 |
| Q2 2023 | -76,000 | Reduce 25.94% | 217,000 | $18.49 |
| Q3 2023 | -68,000 | Reduce 31.34% | 149,000 | $22.53 |
| Q1 2024 | -32,000 | Reduce 21.48% | 117,000 | $20.05 |
| Q4 2024 | +10,000 | Add 8.55% | 127,000 | $26.29 |
Bill Miller's Alliance Resource Partners Investment FAQs
Bill Miller first purchased Alliance Resource Partners, L.P. (ARLP) in Q4 2020, acquiring 275,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller has held Alliance Resource Partners, L.P. (ARLP) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller's largest addition to Alliance Resource Partners, L.P. (ARLP) was in Q4 2020, adding 275,000 shares worth $1.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Bill Miller's firm, Miller Value Partners, LLC, owns 127,000 shares of Alliance Resource Partners, L.P. (ARLP), valued at approximately $3.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alliance Resource Partners, L.P. (ARLP) represents approximately 1.18% of Bill Miller's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller's peak holding in Alliance Resource Partners, L.P. (ARLP) was 600,700 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.