ABLA
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Alan B. Lancz & Associates’s Tejon Ranch TRC Stock Holding History

Alan B. Lancz & Associates’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,373
Closed -$166K – 139
2025
Q3 		$166K Sell
10,373
-700
-6% -$12.2K 0.15% 131
2025
Q2 		$188K Hold
11,073
– – 0.19% 125
2025
Q1 		$176K Hold
11,073
– – 0.19% 120
2024
Q4 		$176K Hold
11,073
– – 0.18% 122
2024
Q3 		$194K Hold
11,073
– – 0.18% 132
2024
Q2 		$189K Buy
+11,073
New +$184K 0.19% 121
2023
Q4 		$211K Sell
12,258
-1,000
-8% -$16.2K 0.22% 118
2023
Q3 		$215K Hold
13,258
– – 0.24% 113
2023
Q2 		$228K Hold
13,258
– – 0.24% 111
2023
Q1 		$242K Hold
13,258
– – 0.25% 110
2022
Q4 		$268K Hold
13,258
– – 0.27% 105
2022
Q3 		$191K Hold
13,258
– – 0.23% 117
2022
Q2 		$219K Hold
13,258
– – 0.22% 118
2022
Q1 		$242K Sell
13,258
-598
-4% -$10.4K 0.21% 125
2021
Q4 		$264K Buy
+13,856
New +$262K 0.23% 118

Other funds holding TRC

TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $130M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return