Black Bear Value Partners Q2 2026 - Top 5 Businesses We Own

While housing activity remains near cyclical lows, we believe Builders FirstSource should be able to sustain this level of cash generation. Core Natural Resources declined approximately 23% during the second quarter and is down roughly 9% year-to-date, including dividends. PrairieSky Royalty declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends.

Seeking Alpha • Jul 13, 2026

US Department of Energy Announces Selection of Core Natural Resources' Innovations Group to Pursue Critical Mineral and Material Extraction from Coal

CANONSBURG, Pa., July 6, 2026 /PRNewswire/ -- CONSOL Innovations LLC, a subsidiary of Core Natural Resources (NYSE: CNR), has been selected for a multi-million-dollar grant awarded by the U.S. Department of Energy's (DOE) Office of Critical Minerals and Energy Innovation.

PRNewsWire • Jul 6, 2026

Zacks Industry Outlook Core Natural Resources, Alliance Resource Partners, and Ramaco

Core Natural Resources, Alliance Resource Partners, and Ramaco have been highlighted in this Industry Outlook article.

Zacks Investment Research • Jun 26, 2026

CN Releases 2025 Sustainability Data Supplement and Highlights Sustainability Recognitions

MONTREAL, June 25, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today released its 2025 Sustainability Data Supplement, including progress against its key sustainability priorities. Over the past year, the Company was recognized by several leading organizations for its sustainability practices.

GlobeNewsWire • Jun 25, 2026

3 Coal Stocks Worth Watching Despite Ongoing Industry Headwinds

While domestic coal production volumes are expected to decline, CNR, ARLP and METC should continue to benefit from their expertise in supplying high-grade metallurgical coal.

Zacks Investment Research • Jun 25, 2026

Core Natural Resources: Strong Operational Execution And Capital Returns Position It For A Solid 2026

Core Natural Resources is my top 2026 pick, offering compelling valuation and improving operational fundamentals post-merger. CNR's Q1 2026 results highlight strong free cash flow, disciplined capital returns, and operational excellence despite macro headwinds. Market pessimism over coal's future has compressed CNR's valuation, ignoring merger synergies, lowest-cost operations, and export leverage.

Seeking Alpha • Jun 18, 2026

Anti-AI Investing: The HALO Moat Goes Off The Rails

North American railroads like UNP, NSC, CSX, CNI, and CP exhibit HALO traits: irreplaceable heavy assets, low obsolescence, and durable cash flows. Current railroad valuations are rich, with multiples well above historical averages, suggesting limited near-term upside for new investors. Greenbrier offers a contrarian opportunity: trading below normal multiples, with a $2.1B backlog and 2.9% yield despite near-term headwinds.

Seeking Alpha • Jun 9, 2026

Do Options Traders Know Something About Core Natural Stock We Don't?

Investors need to pay close attention to CNR stock based on the movements in the options market lately.

Zacks Investment Research • Jun 5, 2026

CN to Support BHP's Jansen Potash Mine with Rail Service Connecting Saskatchewan Production to Global Markets

MONTREAL, June 05, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) has entered into a transportation agreement with BHP to support the movement of potash from the Jansen Potash Mine in Saskatchewan to export terminals on Canada's West Coast, helping connect one of the world's largest new potash developments to global markets.

GlobeNewsWire • Jun 5, 2026

CN Reports New Monthly Record for Propane Shipments to Watson Island

MONTREAL, June 04, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that propane export shipments from South Beamer, Alberta to Watson Island, British Columbia reached an all-time monthly record for the corridor in May, while staying within the existing commercial arrangements. The achievement represents an increase in carloads of 40% compared to May 2025 and beating CN's previous monthly record from August 2024, reflecting continued operational improvements across the supply chain.

GlobeNewsWire • Jun 4, 2026