Ballast Asset Management, LP - Q12026 Holdings

Ballast Asset Management, LP holds 52 stocks with a total portfolio value of $ 224.72M as of Q12026. In Q12026, Ballast Asset Management, LP added 1 new position, increased stakes in 49 stocks, reduced 2 holdings, and fully exited 1 position. The largest holding is Natural Resource Partners, L.P. (NRP), representing 4.09% of the total portfolio.