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Anthracite Investment Company, Inc.

CIK:0001809930
Asset Manager
$198M AUM
64 holdings
Fort Worth, TX, United States
Latest filing:Jun 30, 2025

Anthracite Investment Company, Inc. is an SEC-registered investment firm headquartered in Fort Worth, Texas. Incorporated in Texas, the company manages an equity portfolio reported on SEC Form 13F with $198 million in assets under management as of June 2025. The firm operates as a general partner to Anthracite Holdings LP and files its regulatory documents for both entities. Employee count and founding year are not publicly disclosed in available filings.

Investment Strategy

Anthracite Investment Company, Inc. primarily invests in a diversified portfolio of public equities. Their holdings show a dynamic approach with active buying, selling, and starting new stock positions across various sectors, focusing on maximizing returns through equity market opportunities. The portfolio includes significant positions in both domestic and international companies, and positions are frequently adjusted based on market trends and opportunity sets.

Top Buys
I
IBITISHARES BITCOIN TRUST ETF
+$8.8M
R
REVGREV GROUP INC
+$4.4M
T
TATTTAT TECHNOLOGIES LTD
+$4.0M
N
NRGNRG ENERGY INC
+$3.8M
W
WWDWOODWARD INC
+$3.7M
Top Sells
S
SILJAMPLIFY ETF TR
-$3.2M
C
CPNGCOUPANG INC
-$2.9M
A
AMZNAMAZON COM INC
-$2.9M
G
GRFSGRIFOLS S A
-$2.8M
S
SHOPSHOPIFY INC
-$2.7M

Top Holdings

R
REVGREV GROUP INC
+6.1%$12.0M
E
EWZISHARES INC
+4.8%$9.4M
N
NXENEXGEN ENERGY LTD
+4.6%$9.1M
I
IBITISHARES BITCOIN TRUST ETF
+4.4%$8.8M
G
GDXVANECK ETF TRUST
+4.0%$8.0M

Equity Positions (63)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
R
REVG
REV GROUP INC6.05%$12.0M252,449$29.18$47.59+$4.4M
E
EWZ
ISHARES INC4.75%$9.4M327,000$25.63$28.85-$1.8M
N
NXE
NEXGEN ENERGY LTD4.60%$9.1M1,314,887$7.06$6.94+$3.2M
I
IBIT
ISHARES BITCOIN TRUST ETF4.44%$8.8M143,900$61.21$61.21+$8.8M
G
GDX
VANECK ETF TRUST4.01%$8.0M153,000$31.55$52.06+$623.6K

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
S
SLV
ISHARES SILVER TRSold
Call
$6.6M2,000$32.81$30.99-4,000-$12.0M

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+9.9%
MISCELLANEOUS METAL ORES
+8.0%
GOLD AND SILVER ORES
+6.8%
ELECTRIC SERVICES
+6.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.6%