NACCO Industries, Inc.
US ˙ NYSE ˙ US6295791031

SecurityNC / NACCO Industries, Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership291,226 shares
Ownership 5.00%
BlackRock, Inc. ownership in NC / NACCO Industries, Inc.

2025-04-17 - BlackRock, Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 291,226 shares of NACCO Industries, Inc. (US:NC). This represents 5.0 percent ownership of the company. In their previous filing dated 2024-01-31 , BlackRock, Inc. had reported owning 310,112 shares, indicating a decrease of -6.09 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-04-17 2025-04-17 13G/A 310,112 291,226 -6.09 5.00 -3.85
2024-01-31 2024-01-31 13G 265,107 310,112 16.98 5.20 6.12
2020-07-10 2020-07-10 13G/A 286,792 265,107 -7.56 4.90 -7.55
2020-02-05 2020-02-05 13G/A 280,861 286,792 2.11 5.30 1.92
2019-02-06 2019-02-06 13G/A 281,513 280,861 -0.23 5.20 -1.89
2018-01-23 2018-01-23 13G/A 282,637 281,513 -0.40 5.30 -1.85
2017-01-30 2017-01-30 13G 282,637 5.40
2015-02-10 2015-02-10 13G/A 285,134 4.90
2015-02-03 2015-02-03 13G 289,451 5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F NACCO INDS CL A 629579103 309,869 -4,642 -1.48 16,104 4.41 0.0000
2026-02-12 2025-12-31 13F NACCO INDS CL A 629579103 314,511 525 0.17 15,424 16.51 0.0003
2025-11-12 2025-09-30 13F NACCO INDS CL A 629579103 313,986 -22,061 -6.56 13,238 -11.10 0.0002
2025-08-12 2025-06-30 13F NACCO INDS CL A 629579103 336,047 -14,376 -4.10 14,890 25.98 0.0003
2025-05-02 2025-03-31 13F NACCO INDS CL A 629579103 350,423 1,779 0.51 11,820 13.69 0.0002
2025-02-07 2024-12-31 13F NACCO INDS CL A 629579103 348,644 -3,283 -0.93 10,397 4.20 0.0002
2024-11-13 2024-09-30 13F NACCO INDS CL A 629579103 351,927 11,443 3.36 9,977 5.90 0.0002
2024-08-13 2024-06-30 13F NACCO INDS CL A 629579103 340,484 39,014 12.94 9,421 3.48 0.0002
2024-05-10 2024-03-31 13F NACCO INDS CL A 629579103 301,470 -8,642 -2.79 9,104 -19.57 0.0002
2024-02-13 2023-12-31 13F NACCO INDS CL A 629579103 310,112 23,368 8.15 11,319 12.56 0.0003
2023-11-13 2023-09-30 13F NACCO INDS CL A 629579103 286,744 -7,204 -2.45 10,056 -1.30 0.0003
2023-08-11 2023-06-30 13F NACCO INDS CL A 629579103 293,948 9,478 3.33 10,188 -0.70 0.0003
2023-05-12 2023-03-31 13F NACCO INDS CL A 629579103 284,470 -3,602 -1.25 10,261 -6.27 0.0003
2023-02-13 2022-12-31 13F NACCO INDS CL A 629579103 288,072 3,501 1.23 10,947 -18.22 0.0003
2022-11-14 2022-09-30 13F NACCO INDS CL A 629579103 284,571 23,422 8.97 13,384 35.22 0.0005
2022-08-12 2022-06-30 13F NACCO INDS CL A 629579103 261,149 178,897 217.50 9,898 206.72 0.0003
2022-05-12 2022-03-31 13F NACCO INDS CL A 629579103 82,252 -452 -0.55 3,227 7.53 0.0001
2022-02-10 2021-12-31 13F NACCO INDS CL A 629579103 82,704 -349 -0.42 3,001 21.11 0.0001
2021-11-09 2021-09-30 13F NACCO INDS CL A 629579103 83,053 -288 -0.35 2,478 14.19 0.0001
2021-08-11 2021-06-30 13F NACCO INDS CL A 629579103 83,341 -189,770 -69.48 2,170 -68.15 0.0001
2021-05-07 2021-03-31 13F NACCO INDS CL A 629579103 273,111 4,392 1.63 6,814 -3.61 0.0002
2021-02-05 2020-12-31 13F NACCO INDS CL A 629579103 268,719 6,217 2.37 7,069 47.89 0.0002
2020-11-06 2020-09-30 13F NACCO INDS CL A 629579103 262,502 -2,605 -0.98 4,780 -22.62 0.0002
2020-08-14 2020-06-30 13F NACCO INDS CL A 629579103 265,107 -27,045 -9.26 6,177 -24.43 0.0002
2020-05-01 2020-03-31 13F NACCO INDS CL A 629579103 292,152 5,360 1.87 8,174 -39.14 0.0004
2020-02-13 2019-12-31 13F NACCO INDS CL A 629579103 286,792 2,966 1.05 13,430 -25.96 0.0005
2019-11-08 2019-09-30 13F NACCO INDS CL A 629579103 283,826 304 0.11 18,139 23.18 0.0008
2019-08-22 2019-06-30 13F/A-1 NACCO INDS CL A 629579103 283,522 -1,885 -0.66 14,726 35.00 0.0006
2019-08-13 2019-06-30 13F NACCO INDS CL A 629579103 283,522 -1,885 14,726
2019-05-09 2019-03-31 13F NACCO INDS CL A 629579103 285,407 4,546 1.62 10,908 14.58 0.0005
2019-02-08 2018-12-31 13F NACCO INDS CL A 629579103 280,861 2,511 0.90 9,520 4.43 0.0005
2018-11-09 2018-09-30 13F NACCO INDS CL A 629579103 278,350 430 0.15 9,116 -2.81 0.0004
2018-08-09 2018-06-30 13F NACCO INDS CL A 629579103 277,920 -1,484 -0.53 9,380 2.19 0.0004
2018-05-09 2018-03-31 13F NACCO INDS CL A 629579103 279,404 -2,109 -0.75 9,179 -13.39 0.0004
2018-02-09 2017-12-31 13F NACCO INDS CL A 629579103 281,513 -331 -0.12 10,598 -56.17 0.0005
2017-11-14 2017-09-30 13F NACCO INDS CL A 629579103 281,844 253 0.09 24,182 21.20 0.0012
2017-08-10 2017-06-30 13F NACCO INDS CL A 629579103 281,591 1,778 0.64 19,952 2.16 0.0011
2017-05-12 2017-03-31 13F NACCO INDS CL A 629579103 279,813 278,812 27,853.35 19,531 21,601.11 0.0011
2017-02-10 2016-12-31 13F NACCO INDS CL A 629579103 1,001 -71 -6.62 90 23.29 0.0001
2016-11-08 2016-09-30 13F NACCO INDS CL A 629579103 1,072 68 6.77 73 30.36 0.0001
2016-08-10 2016-06-30 13F NACCO INDS CL A 629579103 1,004 696 225.97 56 211.11 0.0001
2016-05-10 2016-03-31 13F NACCO INDS CL A 629579103 308 147 91.30 18 157.14 0.0000
2016-02-11 2015-12-31 13F NACCO INDS CL A 629579103 161 0 0.00 7 0.00 0.0000
2015-11-13 2015-09-30 13F NACCO INDS CL A 629579103 161 0 0.00 7 -30.00 0.0000
2015-08-07 2015-06-30 13F NACCO INDS CL A 629579103 161 -35 -17.86 10 0.00 0.0000
2015-05-13 2015-03-31 13F NACCO INDS CL A 629579103 196 0 0.00 10 -16.67 0.0000
2015-02-09 2014-12-31 13F NACCO INDS CL A 629579103 196 0 0.00 12 33.33 0.0000
2014-10-29 2014-09-30 13F NACCO INDS CL A 629579103 196 0 0.00 9 -10.00 0.0000
2014-08-06 2014-06-30 13F NACCO INDS CL A 629579103 196 1 0.51 10 0.00 0.0000
2014-05-02 2014-03-31 13F NACCO INDS CL A 629579103 195 0 0.00 10 -16.67 0.0000
2014-02-12 2013-12-31 13F NACCO INDS CL A 629579103 195 0 0.00 12 9.09 0.0000
2013-11-12 2013-09-30 13F NACCO INDS CL A 629579103 195 0 0.00 11 -8.33 0.0000
2013-08-13 2013-06-30 13F NACCO INDS CL A 629579103 195 195 12 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.