ANTHRACITE INVESTMENT COMPANY INC
Q1 2025 Form 13-F
FORT WORTH, TEXAS
CIK 0001809930
· Institutional investment manager
$179.6M Reported Value Total
Reported value
$179.6M
Quarter over quarter
-2.3%
Holdings
62
Top-10 concentration
41.6%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
William B. Holloway, Jr.
Chief Operating Officer
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13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 08, 2025 |
| Form | 13F-HR |
| Reported value | $179.6M |
| Positions | 62 |
| Change in reported value | -37.1% |
| New positions | 10 |
| Exited positions | 29 |
| Position turnover | 42.9% |
| Top-10 concentration | 41.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 2, 2026
|
0 | $0 |
|
Q2 2026 13F
Filed Aug 10, 2026
|
0 | $0 |
|
Q1 2026 13F
Filed May 6, 2026
|
0 | $0 |
|
Q4 2025 13F
Filed Feb 12, 2026
|
0 | $0 |
|
Q3 2025 13F
Filed Nov 5, 2025
|
0 | $0 |
|
Q2 2025 13F
Filed Jul 31, 2025
|
63 | $198.4M |
|
Q1 2025 13F
Filed May 8, 2025
|
62 | $179.6M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
81 | $285.4M |
|
Q3 2024 13F
Filed Nov 8, 2024
|
79 | $225.6M |
|
Q2 2024 13F
Filed Aug 8, 2024
|
75 | $223.8M |
|
Q1 2024 13F
Filed May 9, 2024
|
93 | $274.1M |
|
Q4 2023 13F
Filed Feb 8, 2024
|
75 | $183.2M |
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SLV C ISHARES SILVER TR | $18.6M | 10.35% |
| 2 | EWZ ISHARES INC | $11.3M | 6.27% |
| 3 | REVG REV GROUP INC | $7.6M | 4.24% |
| 4 | GDX VANECK ETF TRUST | $7.3M | 4.09% |
| 5 | NXE NEXGEN ENERGY LTD | $5.9M | 3.29% |
| 6 | FLUT FLUTTER ENTMT PLC | $4.9M | 2.71% |
| 7 | PM PHILIP MORRIS INTL INC | $4.9M | 2.71% |
| 8 | CASY CASEYS GEN STORES INC | $4.8M | 2.68% |
| 9 | SILJ AMPLIFY ETF TR | $4.7M | 2.63% |
| 10 | ET ENERGY TRANSFER L P | $4.7M | 2.6% |
| 11 | DAKT DAKTRONICS INC | $4.6M | 2.55% |
| 12 | AEM AGNICO EAGLE MINES LTD | $4.3M | 2.41% |
| 13 | CCJ CAMECO CORP | $4.0M | 2.21% |
| 14 | DKNG DRAFTKINGS INC NEW | $3.9M | 2.2% |
| 15 | TGB TASEKO MINES LTD | $3.7M | 2.07% |
| 16 | GRFS GRIFOLS S A | $3.6M | 2.0% |
| 17 | AJG GALLAGHER ARTHUR J & CO | $3.5M | 1.92% |
| 18 | AZO AUTOZONE INC | $3.4M | 1.91% |
| 19 | SPOT SPOTIFY TECHNOLOGY S A | $3.3M | 1.84% |
| 20 | GOOGL ALPHABET INC | $3.3M | 1.83% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.