13F HOLDINGS REPORT
Anthracite Investment Company, Inc.
Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001085146-25-002769
Total Value
$179.6M
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES SILVER TR | SLV | 600,000 | $18.6M | 10.35% |
| 2 | ISHARES INC | 464286400 | 435,400 | $11.3M | 6.27% |
| 3 | REV GROUP INC | 749527107 | 240,719 | $7.6M | 4.24% |
| 4 | VANECK ETF TRUST | 92189F106 | 159,703 | $7.3M | 4.09% |
| 5 | NEXGEN ENERGY LTD | NXE | 1,314,887 | $5.9M | 3.29% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 22,000 | $4.9M | 2.71% |
| 7 | PHILIP MORRIS INTL INC | 718172109 | 30,700 | $4.9M | 2.71% |
| 8 | CASEYS GEN STORES INC | 147528103 | 11,100 | $4.8M | 2.68% |
| 9 | AMPLIFY ETF TR | 032108649 | 390,000 | $4.7M | 2.63% |
| 10 | ENERGY TRANSFER L P | ET-PI | 251,000 | $4.7M | 2.60% |
| 11 | DAKTRONICS INC | DAKT | 375,939 | $4.6M | 2.55% |
| 12 | AGNICO EAGLE MINES LTD | AEM | 40,000 | $4.3M | 2.41% |
| 13 | CAMECO CORP | CCJ | 96,524 | $4.0M | 2.21% |
| 14 | DRAFTKINGS INC NEW | DKNG | 118,900 | $3.9M | 2.20% |
| 15 | TASEKO MINES LTD | TGB | 1,659,460 | $3.7M | 2.07% |
| 16 | GRIFOLS S A | GIKLY | 505,835 | $3.6M | 2.00% |
| 17 | GALLAGHER ARTHUR J & CO | 363576109 | 10,000 | $3.5M | 1.92% |
| 18 | AUTOZONE INC | AZO | 900 | $3.4M | 1.91% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 6,000 | $3.3M | 1.84% |
| 20 | ALPHABET INC | GOOG | 21,200 | $3.3M | 1.83% |
| 21 | VISTRA CORP | VST | 26,520 | $3.1M | 1.73% |
| 22 | WASTE CONNECTIONS INC | WCN | 15,400 | $3.0M | 1.67% |
| 23 | MERCADOLIBRE INC | MELI | 1,529 | $3.0M | 1.66% |
| 24 | ALAMOS GOLD INC NEW | AGI | 110,000 | $2.9M | 1.64% |
| 25 | COUPANG INC | CPNG | 132,700 | $2.9M | 1.62% |
| 26 | NRG ENERGY INC | NRG | 30,000 | $2.9M | 1.59% |
| 27 | AMAZON COM INC | AMZN | 15,000 | $2.9M | 1.59% |
| 28 | SHOPIFY INC | SHOP | 28,000 | $2.7M | 1.49% |
| 29 | BRITISH AMERN TOB PLC | 110448107 | 63,100 | $2.6M | 1.45% |
| 30 | GRINDR INC | GRND | 140,985 | $2.5M | 1.41% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,491 | $2.4M | 1.33% |
| 32 | CARNIVAL CORP | CUKPF | 121,321 | $2.4M | 1.32% |
| 33 | THE REALREAL INC | 88339P101 | 421,104 | $2.3M | 1.26% |
| 34 | RH | RH | 8,972 | $2.1M | 1.17% |
| 35 | HEICO CORP NEW | HEI-A | 7,000 | $1.9M | 1.04% |
| 36 | KINROSS GOLD CORP | KGCRF | 140,241 | $1.8M | 0.98% |
| 37 | META PLATFORMS INC | META | 3,000 | $1.7M | 0.96% |
| 38 | FORWARD AIR CORP | FWRD | 82,015 | $1.6M | 0.92% |
| 39 | MPLX LP | MPLXP | 30,000 | $1.6M | 0.89% |
| 40 | ABRDN PLATINUM ETF TRUST | PPLT | 16,000 | $1.5M | 0.81% |
| 41 | ABRDN PALLADIUM ETF TRUST | PALL | 16,000 | $1.4M | 0.81% |
| 42 | NIKE INC | NKE | 22,000 | $1.4M | 0.78% |
| 43 | MICROSOFT CORP | MSFT | 3,636 | $1.4M | 0.76% |
| 44 | BLACK STONE MINERALS L P | BSMLP | 88,104 | $1.3M | 0.75% |
| 45 | GRUPO AEROPUERTO DEL PACIFIC | 400506101 | 7,000 | $1.3M | 0.72% |
| 46 | GRUPO AEROPORTUARIO DEL SURE | 40051E202 | 4,500 | $1.2M | 0.69% |
| 47 | MICRON TECHNOLOGY INC | MU | 13,000 | $1.1M | 0.63% |
| 48 | ALLIANCE RESOURCE PARTNERS L | ARLP | 39,751 | $1.1M | 0.60% |
| 49 | KBR INC | KBR | 21,510 | $1.1M | 0.60% |
| 50 | TRANSPORTADORA DE GAS SUR | 893870204 | 36,500 | $965,790 | 0.54% |
| 51 | NATURAL RESOURCE PARTNERS L | 63900P608 | 8,799 | $914,216 | 0.51% |
| 52 | GRUPO AEROPORTUARIO DEL CENT | 400501102 | 10,625 | $835,444 | 0.47% |
| 53 | FULL HSE RESORTS INC | 359678109 | 199,255 | $832,886 | 0.46% |
| 54 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 59,942 | $817,009 | 0.45% |
| 55 | ALPS ETF TR | 00162Q452 | 11,240 | $583,806 | 0.33% |
| 56 | ANTERO MIDSTREAM CORP | AM | 30,000 | $540,000 | 0.30% |
| 57 | TESLA INC | TSLA | 2,000 | $518,320 | 0.29% |
| 58 | CORE NATURAL RESOURCES INC | CNR | 6,700 | $516,570 | 0.29% |
| 59 | TAT TECHNOLOGIES LTD | TATT | 14,477 | $397,828 | 0.22% |
| 60 | VANECK ETF TRUST | 92189F791 | 6,200 | $354,640 | 0.20% |
| 61 | INVESCO QQQ TR | IVZ | 700 | $328,244 | 0.18% |
| 62 | SPDR GOLD TR | GLD | 1,000 | $288,140 | 0.16% |
| 63 | WIDEOPENWEST INC | 96758W101 | 40,000 | $198,000 | 0.11% |
| 64 | VALE S A | VALE | 15,000 | $149,700 | 0.08% |