NACCO Industries, Inc.
US ˙ NYSE ˙ US6295791031

SecurityNC / NACCO Industries, Inc.
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership42,797 shares
Latest Disclosed Value $ 2,224,160
Empowered Funds, LLC ownership in NC / NACCO Industries, Inc.

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 42,797 shares of NACCO Industries, Inc. (US:NC) valued at $2,224,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 42,797 shares of NACCO Industries, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $2,178,795 USD.

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)
2026-05-15 2026-03-31 13F NACCO INDS CL A 629579103 42,797 0 0.00 2,224 6.01 0.0142
2026-02-11 2025-12-31 13F NACCO INDS CL A 629579103 42,797 0 0.00 2,099 16.30 0.0167
2025-11-13 2025-09-30 13F NACCO INDS CL A 629579103 42,797 1,722 4.19 1,804 -0.88 0.0182
2025-08-11 2025-06-30 13F NACCO INDS CL A 629579103 41,075 2,103 5.40 1,820 38.51 0.0206
2025-05-16 2025-03-31 13F NACCO INDS CL A 629579103 38,972 2,528 6.94 1,315 20.99 0.0187
2025-01-28 2024-12-31 13F NACCO INDS CL A 629579103 36,444 1,716 4.94 1,087 10.37 0.0159
2024-11-06 2024-09-30 13F NACCO INDS CL A 629579103 34,728 1,742 5.28 985 7.89 0.0155
2024-07-30 2024-06-30 13F NACCO INDS CL A 629579103 32,986 2,340 7.64 913 -1.41 0.0158
2024-05-07 2024-03-31 13F/A-1 NACCO INDS CL A 629579103 30,646 2,275 8.02 926 -10.63 0.0167
2024-05-06 2024-03-31 13F NACCO INDS CL A 629579103 30,646 2,275 926 0.0080
2024-02-14 2023-12-31 13F NACCO INDS CL A 629579103 28,371 2,496 9.65 1,036 14.11 0.0260
2023-11-01 2023-09-30 13F NACCO INDS CL A 629579103 25,875 2,054 8.62 907 9.94 0.0268
2023-07-27 2023-06-30 13F NACCO INDS CL A 629579103 23,821 23,821 826 0.0290
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.