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Vanguard Portfolio Management (AMR) discloses 608,703-share position in Alpha Metallurgical

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of common stock of Alpha Metallurgical Resources Inc. The group holds 608,703 shares, representing 4.78% of the outstanding common stock as of June 30, 2026.

They report sole voting power over 6,276 shares and sole dispositive power over 608,703 shares, with no shared voting or dispositive power. The position includes securities held by Vanguard funds and managed accounts over which Vanguard Portfolio Management or specified affiliates exercise dispositive and/or voting power, but excludes other Vanguard affiliates whose ownership is disaggregated. Vanguard states that, although it may direct dividends or sale proceeds for these securities, no other person’s interest exceeds 5% of the class.

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Shares beneficially owned 608,703 shares Beneficial ownership of Alpha Metallurgical Resources common stock as of June 30, 2026
Percent of class 4.78% Percentage of Alpha Metallurgical Resources common stock class held
Sole voting power 6,276 shares Shares over which Vanguard Portfolio Management has sole power to vote
Sole dispositive power 608,703 shares Shares over which Vanguard Portfolio Management has sole power to dispose
Ownership threshold status 5 percent or less Item 5 characterization of class ownership level
Signature date 07/31/2026 Date signed by Authorized Signatory My Trieu-Gatt
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power financial
"exercises dispositive power, in addition to securities held by clients"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
sole voting power financial
"Sole Voting Power 6,276.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
percent of class financial
"Percent of class: 4.78 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How much of Alpha Metallurgical Resources (AMR) stock does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 608,703 shares of Alpha Metallurgical Resources common stock, representing 4.78% of the class as of June 30, 2026, including holdings of certain Vanguard funds and managed accounts.

What voting power does Vanguard Portfolio Management report over AMR shares?

Vanguard Portfolio Management reports sole voting power over 6,276 shares of Alpha Metallurgical Resources common stock and no shared voting power, indicating limited direct voting authority relative to its total beneficial holdings.

What dispositive power does Vanguard Portfolio Management have over its AMR position?

Vanguard Portfolio Management reports sole dispositive power over 608,703 shares of Alpha Metallurgical Resources and no shared dispositive power. This reflects authority to determine how those shares are disposed of across certain Vanguard funds and managed accounts.

Is Vanguard Portfolio Management a more than 5% shareholder of Alpha Metallurgical Resources (AMR)?

Vanguard Portfolio Management reports ownership of 4.78% of AMR’s common stock, which is characterized as ownership of 5 percent or less of the class, keeping the position below the 5% threshold for a larger block holder.

Do other investors share in the economic interest of Vanguard’s AMR holdings?

Yes. Vanguard states that its investment companies and other managed accounts have rights to receive dividends or sale proceeds from the reported AMR securities, but no single other person’s interest exceeds 5% of the class.

Which Vanguard entities are included in this AMR ownership report?

The report covers securities beneficially owned or deemed beneficially owned by Vanguard Portfolio Management LLC, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and related business divisions, while excluding other Vanguard affiliates whose holdings are disaggregated.





020764106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026