ARCH

ARCH

ARCH

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Jul 9, 2024	Black Bear Value Partners	-6.7%	-1.4%	ARCH, BLDR, HCC, LXU, POU.TO	Buybacks, Coal, credit, cyclicals, energy, small cap, value	ARCH and Warrior are leading US producers of high-quality metallurgical coal used for steelmaking. Met coal demand is projected to climb for the next 25 years driven by economic development and urbanization in India and Southeast Asia. There has been severe lack of investment in met coal due to ESG concerns with investment peaking in 2014.	LXU	View
2023 Q2	Jul 28, 2023	Azvalor Iberia	-	9.4%	ARCH, DEC.PA, ELE.MC, Gold, GRF.MC, NE, NOV, PSG.MC, PSK.TO, TLW.L, TRE.MC, TS.PA, TUB.MC	contrarian, Discipline, energy, Europe, gold, Spain, valuation, value	Azvalor emphasizes disciplined value investing, buying companies trading below intrinsic value and selling when they reach fair value. The fund's price-to-value ratio indicates attractive returns ahead, contrasting with expensive broader markets where only 10 companies drove 82% of S&P 500 returns.		View
2023 Q2	Jul 28, 2023	Azvalor Internacional	-	-0.3%	ARCH, CMMC, DEC.PA, Gold, NE, NOV, PDCE, PSK.TO, TEN.MI, TLW.L	contrarian, energy, gold, Spain, valuation, value	Azvalor emphasizes disciplined value investing through rigorous company valuation and contrarian positioning. The firm's process involves buying undervalued companies when unpopular and selling when they reach fair value, as demonstrated by their Tenaris-JC Decaux rotation. Current portfolios trade at attractive valuations with significant upside potential.		View
2023 Q2	Jul 24, 2023	Kingdom Capital Advisors	2.7%	7.6%	AMRK, ARCH, PLCE, SUP, UNTC, VHI	Buybacks, Coal, energy, Precious Metals, retail, small caps, value	Manager expects significant outperformance among coal stocks once the broader market realizes how the global cost curve has increased. Arch Resources continues to struggle despite being expected to earn over $50 per share between 2023 and 2024 while trading at $115. Coal sector remains out of favor with stocks fluctuating on fears about China, recessions, and seasonality.	CTLP\|SUPN\|VC PLCE AMRK	View
2025 Q1	Apr 5, 2025	ClearBridge Investments Small Cap Growth Strategy	-	-	ARCH, BJ, CNMD, CWAN, ELF, FOUR, GERN, GKOS, GLBE, HE, HIMS, INTA, ITCI, KVYO, PYCR, RBC, RKLB, TNC, VRNS, WIX	AI, Biotech, growth, small cap, stock selection, Trade Policy, volatility	The DeepSeek model architecture caused investors to question potential returns on investment and monetization of generative AI initiatives, leading to air coming out of the sector-crossing narrative and investment tailwind around generative AI. The combination of concerns around AI reporting precipitated a meaningful pullback in stocks.	GERN HIMS ARCH RKLB GKOS	View
2023 Q1	Apr 11, 2023	Kingdom Capital Advisors	4.8%	4.8%	AMRK, ARCH, DOLE, PDER, UNTC	Banking Crisis, dividends, energy, Precious Metals, small caps, value	A-Mark Precious Metals benefits from increased demand for precious metals during market panics and banking fears. March bullion sales reached historic highs following bank failures, with peers reporting overwhelming demand. The company profits when precious metal demand outpaces supply, which has been the case for most of the last three years.	PDER ARCH UNTC AMRK	View
2025 Q3	Nov 18, 2025	Baron Growth Fund	-8.7%	-12.0%	ARCH, CG, CHH, CNS, CSGP, CWAN, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, MC, MORN, MSCI, MTD, MTN, NEOG, PRI, RRR, TECH	AI, Buybacks, financials, growth, Quality, small cap, technology, underperformance	The fund exclusively invests in high-quality stocks as defined by MSCI Barra, focusing on competitively advantaged businesses with exceptional management teams. The manager notes this has been the worst six-month period for high-quality stocks since 1975, as investors have rotated to more volatile, riskier stocks. The portfolio's operating margin has improved to 27.6%, which is 640bps above historical average and 1,880bps above benchmark.		View
2024 Q3	Oct 8, 2024	Black Bear Value Partners	-6.7%	-1.4%	ARCH, BLDR, CEIX, HCC, POU.TO	Coal, credit, energy, Hedging, Homebuilders, rates, value	Manager expects rates to remain higher than the post-GFC period, with 10Y treasury likely in 4-4.5% range versus current 3.8%. Maintains short positions in long-term interest rate instruments and credit, believing market is too optimistic about return to 2% rates.	POU.TO BLDR HCC CEIX ARCH	View
2024 Q4	Jan 9, 2025	Black Bear Value Partners	-7.0%	-1.0%	ABG, ARCH, BLDR, CEIX, FLG, HCC, POU.TO	banks, Coal, Concentration, energy, Foreign, Housing, Long/Short, value	Met coal demand projected to climb for next 25 years driven by economic development in India and Southeast Asia. Severe underinvestment since 2014 due to ESG concerns while 60% of world's population lives in Asia where local sources are limited.	FLG ABG	View
2023 Q4	May 1, 2024	Kingdom Capital Advisors	2.5%	15.9%	ABL, ABLLW, AMRK, ARCH, CRSXF, HCC, NLOP, PLCE, SCOR, UNTC	Coal, contrarian, energy, real estate, small caps, special situations, value	Manager holds positions in Corsa Coal and previously Arch Resources, rotating into Warrior Met Coal. Coal was both a top contributor (Warrior Met) and detractor (Corsa Coal) during the period. Manager views coal as part of their value-oriented approach to out-of-favor sectors.	NLOP	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 27, 2026	Fund Letters	Kingdom Capital Advisors	Arch Resources	Energy	Coal & Consumable Fuels	Bull	NYSE	cash generation, Coal Mining, contrarian, energy transition, Low-cost producer, metallurgical coal, renewable energy, steel manufacturing, Value	View Pitch
Apr 13, 2026	Fund Letters	ClearBridge Investments Small Cap Growth Strategy	Archrock Inc	Energy	Oil & Gas Equipment & Services	Bull	NYSE	Capacity Constrained, Compression Services, energy infrastructure, natural gas, Production Support, secular growth	View Pitch
Apr 13, 2026	Fund Letters	Black Bear Value Partners	ARCH Resources	Energy	Coal & Consumable Fuels	Bull	NYSE	Asia, consolidation, ESG, India, merger, metallurgical coal, Southeast Asia, Steelmaking, Supply Constraint, urbanization	View Pitch

BSD Shareholders of ARCH

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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