納科工業公司
US ˙ NYSE ˙ US6295791031

SecurityNC / NACCO Industries, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership8,102 shares
Latest Disclosed Value $ 421,146
Morgan Stanley reports 25.21% decrease in ownership of NC / NACCO Industries, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 8,102 shares of NACCO Industries, Inc. (US:NC) valued at $421,061 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 10,833 shares of NACCO Industries, Inc.. This represents a change in shares of -25.21% during the quarter. The current value of the position is $431,107 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 8,102 -2,731 -25.21 421 -20.72 0.0000
2026-05-27 2025-12-31 13F/A-1 NACCO INDS CL A 629579103 10,833 1,223 12.73 531 31.11 0.0000
2026-02-13 2025-12-31 13F NACCO INDS CL A 629579103 10,833 1,223 531 0.0000
2026-05-27 2025-09-30 13F/A-1 NACCO INDS CL A 629579103 9,610 -3,164 -24.77 405 -28.45 0.0000
2025-11-14 2025-09-30 13F NACCO INDS CL A 629579103 9,610 -3,164 405 0.0000
2025-08-15 2025-06-30 13F NACCO INDS CL A 629579103 12,774 783 6.53 566 40.10 0.0000
2025-05-15 2025-03-31 13F NACCO INDS CL A 629579103 11,991 -5,193 -30.22 404 -21.09 0.0000
2025-05-15 2024-12-31 13F/A-1 NACCO INDS CL A 629579103 17,184 38 0.22 512 5.35 0.0000
2025-02-14 2024-12-31 13F NACCO INDS CL A 629579103 17,184 38 512 0.0000
2025-05-14 2024-09-30 13F/A-2 NACCO INDS CL A 629579103 17,146 7,152 71.56 486 76.09 0.0000
2025-02-14 2024-09-30 13F/A-1 NACCO INDS CL A 629579103 17,146 7,152 486 0.0000
2024-11-14 2024-09-30 13F NACCO INDS CL A 629579103 17,146 7,152 486 0.0000
2025-05-14 2024-06-30 13F/A-2 NACCO INDS CL A 629579103 9,994 -1,294 -11.46 277 -18.82 0.0000
2024-10-17 2024-06-30 13F/A-1 NACCO INDS CL A 629579103 9,994 -1,294 277 0.0000
2024-08-14 2024-06-30 13F NACCO INDS CL A 629579103 9,994 -1,294 277 0.0000
2024-10-17 2024-03-31 13F/A-2 NACCO INDS CL A 629579103 11,288 -2,546 -18.40 341 -32.54 0.0000
2024-08-16 2024-03-31 13F/A-1 NACCO INDS CL A 629579103 11,288 -2,546 341 0.0000
2024-05-15 2024-03-31 13F NACCO INDS CL A 629579103 11,288 -2,546 341 0.0000
2024-08-16 2023-12-31 13F/A-1 NACCO INDS CL A 629579103 13,834 4,585 49.57 505 55.56 0.0000
2024-02-13 2023-12-31 13F NACCO INDS CL A 629579103 13,834 4,585 505 0.0000
2023-11-15 2023-09-30 13F NACCO INDS CL A 629579103 9,249 -1,606 -14.80 324 -13.83 0.0000
2023-08-14 2023-06-30 13F NACCO INDS CL A 629579103 10,855 1,190 12.31 376 8.05 0.0000
2023-05-15 2023-03-31 13F NACCO INDS CL A 629579103 9,665 2,420 33.40 349 26.55 0.0000
2023-02-14 2022-12-31 13F NACCO INDS CL A 629579103 7,245 557 8.33 275 -12.70 0.0000
2022-11-14 2022-09-30 13F NACCO INDS CL A 629579103 6,688 -3,962 -37.20 315 -21.84 0.0000
2022-10-27 2022-06-30 13F/A-1 NACCO INDS CL A 629579103 10,650 5,582 110.14 403 102.51 0.0001
2022-08-15 2022-06-30 13F NACCO INDS CL A 629579103 10,650 5,582 403 0.0000
2022-10-27 2022-03-31 13F/A-1 NACCO INDS CL A 629579103 5,068 -3,108 -38.01 199 -32.77 0.0000
2022-05-13 2022-03-31 13F NACCO INDS CL A 629579103 5,068 -3,108 199 0.0000
2022-02-14 2021-12-31 13F NACCO INDS CL A 629579103 8,176 3,191 64.01 296 100.00 0.0000
2021-11-15 2021-09-30 13F NACCO INDS CL A 629579103 4,985 -92 -1.81 148 11.28 0.0000
2021-08-23 2021-06-30 13F/A-1 NACCO INDS CL A 629579103 5,077 553 12.22 133 17.70 0.0000
2021-08-16 2021-06-30 13F NACCO INDS CL A 629579103 5,077 553 133 0.0000
2021-05-17 2021-03-31 13F NACCO INDS CL A 629579103 4,524 -2,672 -37.13 113 -40.21 0.0000
2021-02-16 2020-12-31 13F NACCO INDS CL A 629579103 7,196 2,016 38.92 189 98.95 0.0000
2020-11-13 2020-09-30 13F NACCO INDS CL A 629579103 5,180 -459 -8.14 95 -27.48 0.0000
2020-08-14 2020-06-30 13F NACCO INDS CL A 629579103 5,639 786 16.20 131 -2.96 0.0000
2020-05-26 2020-03-31 13F/A-1 NACCO INDS CL A 629579103 4,853 -4,636 -48.86 135 -69.59 0.0000
2020-05-15 2020-03-31 13F NACCO INDS CL A 629579103 4,853 -4,636 135 10.3708
2020-02-14 2019-12-31 13F NACCO INDS CL A 629579103 9,489 4,040 74.14 444 27.59 0.0001
2019-11-14 2019-09-30 13F NACCO INDS CL A 629579103 5,449 249 4.79 348 28.89 0.0001
2019-08-14 2019-06-30 13F NACCO INDS CL A 629579103 5,200 -2,891 -35.73 270 -12.62 0.0001
2019-05-15 2019-03-31 13F NACCO INDS CL A 629579103 8,091 -283 -3.38 309 8.80 0.0001
2019-02-14 2018-12-31 13F NACCO INDS CL A 629579103 8,374 1,759 26.59 284 30.88 0.0001
2019-04-23 2018-09-30 13F/A-2 NACCO INDS CL A 629579103 6,615 -19,071 -74.25 217 -74.97 0.0001
2018-11-20 2018-09-30 13F/A-1 NACCO INDS CL A 629579103 6,615 0 217 0.0001
2018-11-14 2018-09-30 13F NACCO INDS CL A 629579103 6,615 -19,071 217
2019-04-23 2018-06-30 13F/A-1 NACCO INDS CL A 629579103 25,686 -24,244 -48.56 867 -47.13 0.0002
2018-08-14 2018-06-30 13F NACCO INDS CL A 629579103 25,686 -24,244 867
2019-04-23 2018-03-31 13F/A-1 NACCO INDS CL A 629579103 49,930 11,575 30.18 1,640 13.57 0.0005
2018-05-14 2018-03-31 13F NACCO INDS CL A 629579103 49,930 11,575 1,640
2019-04-23 2017-12-31 13F/A-1 NACCO INDS CL A 629579103 38,355 17,339 82.50 1,444 -19.96 0.0004
2018-02-14 2017-12-31 13F NACCO INDS CL A 629579103 38,355 17,339 1,444
2017-11-14 2017-09-30 13F NACCO INDS CL A 629579103 21,016 1,857 9.69 1,804 32.84 0.0005
2017-08-11 2017-06-30 13F NACCO INDS CL A 629579103 19,159 -4,217 -18.04 1,358 -16.79 0.0004
2017-05-22 2017-03-31 13F/A-1 NACCO INDS CL A 629579103 23,376 -3,177 -11.96 1,632 -32.11 0.0005
2017-05-12 2017-03-31 13F NACCO INDS CL A 629579103 23,376 1,632
2017-02-22 2016-12-31 13F/A-1 NACCO INDS CL A 629579103 26,553 13,383 101.62 2,404 168.60 0.0008
2017-02-13 2016-12-31 13F NACCO INDS CL A 629579103 26,553 2,404
2016-11-10 2016-09-30 13F NACCO INDS CL A 629579103 13,170 -7,722 -36.96 895 -23.50 0.0003
2016-08-12 2016-06-30 13F NACCO INDS CL A 629579103 20,892 3,978 23.52 1,170 20.49 0.0004
2016-05-12 2016-03-31 13F NACCO INDS CL A 629579103 16,914 -5,468 -24.43 971 2.75 0.0004
2016-02-09 2015-12-31 13F NACCO INDS CL A 629579103 22,382 16,937 311.06 945 263.46 0.0003
2016-02-08 2015-09-30 13F/A-1 NACCO INDS CL A 629579103 5,445 713 15.07 260 -9.72 0.0001
2015-11-09 2015-09-30 13F NACCO INDS CL A 629579103 5,445 260
2015-08-12 2015-06-30 13F NACCO INDS CL A 629579103 4,732 574 13.80 288 30.91 0.0001
2015-05-14 2015-03-31 13F NACCO INDS CL A 629579103 4,158 -224 -5.11 220 -15.38 0.0001
2015-02-13 2014-12-31 13F NACCO INDS CL A 629579103 4,382 -2,280 -34.22 260 -21.45 0.0001
2014-12-16 2014-09-30 13F/A-1 NACCO INDS CL A 629579103 6,662 -10,356 -60.85 331 -64.14 0.0001
2014-11-14 2014-09-30 13F NACCO INDS CL A 629579103 6,662 331
2014-05-13 2014-03-31 13F NACCO INDS CL A 629579103 17,018 -9,742 -36.41 923 -44.56 0.0004
2014-02-13 2013-12-31 13F NACCO INDS CL A 629579103 26,760 -21,815 -44.91 1,665 -38.13 0.0007
2013-11-13 2013-09-30 13F NACCO INDUSTRIES INCCL A COM 629579103 48,575 -31,849 -39.60 2,691 -41.59 0.0013
2013-08-08 2013-06-30 13F NACCO INDUSTRIES INCCL A COM 629579103 80,424 80,424 4,607 0.0023
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.