ANTHRACITE INVESTMENT COMPANY INC
Q2 2025 Form 13-F
FORT WORTH, TEXAS
CIK 0001809930
· Institutional investment manager
$198.4M Reported Value Total
Reported value
$198.4M
Quarter over quarter
+22.6%
Holdings
63
Top-10 concentration
40.7%
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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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 31, 2025 |
| Form | 13F-HR |
| Reported value | $198.4M |
| Positions | 63 |
| Change in reported value | +10.5% |
| New positions | 18 |
| Exited positions | 17 |
| Position turnover | 43.8% |
| Top-10 concentration | 40.7% |
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 · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | REVG REV GROUP INC | $12.0M | 6.05% |
| 2 | EWZ ISHARES INC | $9.4M | 4.75% |
| 3 | NXE NEXGEN ENERGY LTD | $9.1M | 4.6% |
| 4 | IBIT ISHARES BITCOIN TRUST ETF | $8.8M | 4.44% |
| 5 | GDX VANECK ETF TRUST | $8.0M | 4.01% |
| 6 | VST VISTRA CORP | $6.8M | 3.42% |
| 7 | CCJ CAMECO CORP | $6.7M | 3.37% |
| 8 | DAKT DAKTRONICS INC | $6.7M | 3.36% |
| 9 | NRG NRG ENERGY INC | $6.6M | 3.33% |
| 10 | SLV C ISHARES SILVER TR | $6.6M | 3.31% |
| 11 | FLUT FLUTTER ENTMT PLC | $5.7M | 2.88% |
| 12 | CASY CASEYS GEN STORES INC | $5.7M | 2.85% |
| 13 | PM PHILIP MORRIS INTL INC | $5.5M | 2.79% |
| 14 | SPOT SPOTIFY TECHNOLOGY S A | $5.4M | 2.71% |
| 15 | ET ENERGY TRANSFER L P | $4.9M | 2.49% |
| 16 | MELI MERCADOLIBRE INC | $4.8M | 2.41% |
| 17 | AEM AGNICO EAGLE MINES LTD | $4.8M | 2.4% |
| 18 | TATT TAT TECHNOLOGIES LTD | $4.4M | 2.23% |
| 19 | GOOGL ALPHABET INC | $4.2M | 2.13% |
| 20 | DKNG DRAFTKINGS INC NEW | $4.2M | 2.12% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.