NACCO Industries, Inc.
US ˙ NYSE ˙ US6295791031

SecurityNC / NACCO Industries, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership3,341 shares
Latest Disclosed Value $ 173,632
UBS Group AG reports 31.64% increase in ownership of NC / NACCO Industries, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 3,341 shares of NACCO Industries, Inc. (US:NC) valued at $173,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,538 shares of NACCO Industries, Inc.. This represents a change in shares of 31.64% during the quarter. The current value of the position is $177,775 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)
2026-05-05 2026-03-31 13F NACCO INDS CL A 629579103 3,341 803 31.64 174 39.52 0.0000
2026-01-29 2025-12-31 13F NACCO INDS CL A 629579103 2,538 -1,110 -30.43 124 -18.95 0.0000
2025-11-13 2025-09-30 13F NACCO INDS CL A 629579103 3,648 1 0.03 154 -4.97 0.0000
2025-08-14 2025-06-30 13F NACCO INDS CL A 629579103 3,647 -493 -11.91 162 15.83 0.0000
2025-05-13 2025-03-31 13F NACCO INDS CL A 629579103 4,140 -523 -11.22 140 0.00 0.0000
2025-02-14 2024-12-31 13F NACCO INDS CL A 629579103 4,663 -156 -3.24 139 2.21 0.0000
2024-11-14 2024-09-30 13F NACCO INDS CL A 629579103 4,819 494 11.42 137 14.29 0.0000
2024-08-14 2024-06-30 13F NACCO INDS CL A 629579103 4,325 -1,973 -31.33 120 -37.37 0.0000
2024-05-13 2024-03-31 13F NACCO INDS CL A 629579103 6,298 -36,933 -85.43 190 -87.95 0.0000
2024-02-09 2023-12-31 13F NACCO INDS CL A 629579103 43,231 2,715 6.70 1,578 11.06 0.0005
2023-11-09 2023-09-30 13F NACCO INDS CL A 629579103 40,516 845 2.13 1,421 3.35 0.0005
2023-08-11 2023-06-30 13F NACCO INDS CL A 629579103 39,671 2,791 7.57 1,375 3.31 0.0005
2023-05-12 2023-03-31 13F NACCO INDS CL A 629579103 36,880 1,364 3.84 1,330 -1.41 0.0005
2023-02-08 2022-12-31 13F NACCO INDS CL A 629579103 35,516 2,180 6.54 1,350 -13.97 0.0005
2022-11-10 2022-09-30 13F NACCO INDS CL A 629579103 33,336 -205 -0.61 1,568 23.37 0.0007
2022-08-10 2022-06-30 13F NACCO INDS CL A 629579103 33,541 3,331 11.03 1,271 7.26 0.0005
2022-05-16 2022-03-31 13F NACCO INDS CL A 629579103 30,210 3,721 14.05 1,185 23.31 0.0004
2022-02-14 2021-12-31 13F NACCO INDS CL A 629579103 26,489 20 0.08 961 21.65 0.0003
2021-11-15 2021-09-30 13F NACCO INDS CL A 629579103 26,469 4,358 19.71 790 37.15 0.0002
2021-08-13 2021-06-30 13F NACCO INDS CL A 629579103 22,111 -245 -1.10 576 3.23 0.0002
2021-05-12 2021-03-31 13F NACCO INDS CL A 629579103 22,356 686 3.17 558 -2.11 0.0002
2021-02-11 2020-12-31 13F NACCO INDS CL A 629579103 21,670 2,506 13.08 570 63.32 0.0002
2020-11-12 2020-09-30 13F NACCO INDS CL A 629579103 19,164 -1,167 -5.74 349 -26.37 0.0001
2020-07-31 2020-06-30 13F NACCO INDS CL A 629579103 20,331 -12,191 -37.49 474 -47.91 0.0002
2020-05-01 2020-03-31 13F NACCO INDS CL A 629579103 32,522 17,320 113.93 910 27.81 0.0004
2020-02-14 2019-12-31 13F NACCO INDS CL A 629579103 15,202 1,411 10.23 712 -19.18 0.0002
2019-11-14 2019-09-30 13F NACCO INDS CL A 629579103 13,791 1,276 10.20 881 35.54 0.0003
2019-08-14 2019-06-30 13F NACCO INDS CL A 629579103 12,515 292 2.39 650 38.89 0.0003
2019-05-14 2019-03-31 13F NACCO INDS CL A 629579103 12,223 -19,152 -61.04 468 -56.02 0.0002
2019-02-14 2018-12-31 13F NACCO INDS CL A 629579103 31,375 2,112 7.22 1,064 11.06 0.0005
2018-11-14 2018-09-30 13F NACCO INDS CL A 629579103 29,263 1,953 7.15 958 4.02 0.0004
2018-08-14 2018-06-30 13F NACCO INDS CL A 629579103 27,310 1,473 5.70 921 8.48 0.0004
2018-05-15 2018-03-31 13F NACCO INDS CL A 629579103 25,837 13,549 110.26 849 83.37 0.0004
2018-02-14 2017-12-31 13F NACCO INDS CL A 629579103 12,288 -826 -6.30 463 -58.84 0.0002
2017-11-14 2017-09-30 13F NACCO INDS CL A 629579103 13,114 1,671 14.60 1,125 38.72 0.0005
2017-11-14 2017-06-30 13F/A-1 NACCO INDS CL A 629579103 11,443 598 5.51 811 7.13 0.0004
2017-08-14 2017-06-30 13F NACCO INDS CL A 629579103 11,443 598 811
2017-11-14 2017-03-31 13F/A-1 NACCO INDS CL A 629579103 10,845 549 5.33 757 -18.78 0.0004
2017-05-12 2017-03-31 13F NACCO INDS CL A 629579103 10,845 549 757
2017-02-14 2016-12-31 13F NACCO INDS CL A 629579103 10,296 2,017 24.36 932 65.54 0.0005
2016-11-14 2016-09-30 13F NACCO INDS CL A 629579103 8,279 107 1.31 563 22.93 0.0003
2016-08-12 2016-06-30 13F NACCO INDS CL A 629579103 8,172 -295 -3.48 458 -5.76 0.0003
2016-05-12 2016-03-31 13F NACCO INDS CL A 629579103 8,467 1,885 28.64 486 74.82 0.0003
2016-02-16 2015-12-31 13F NACCO INDS CL A 629579103 6,582 -15,607 -70.34 278 -73.65 0.0002
2015-11-13 2015-09-30 13F NACCO INDS CL A 629579103 22,189 11,738 112.31 1,055 66.14 0.0007
2015-08-14 2015-06-30 13F NACCO INDS CL A 629579103 10,451 1,255 13.65 635 30.39 0.0004
2015-05-14 2015-03-31 13F NACCO INDS CL A 629579103 9,196 -3,151 -25.52 487 -33.56 0.0003
2015-02-17 2014-12-31 13F NACCO INDS CL A 629579103 12,347 12,347 733 0.0005
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.