Balyasny Asset Management
TPL icon

Balyasny Asset Management’s Texas Pacific Land TPL Stock Holding History

Balyasny Asset Management’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
2,189
+188
+9% +$80.8K ﹤0.01% 2063
2025
Q4 		$575K Sell
2,001
-2,463
-55% -$752K ﹤0.01% 2466
2025
Q3 		$1.39M Buy
4,464
+2,073
+87% +$653K ﹤0.01% 1984
2025
Q2 		$842K Buy
2,391
+1,686
+239% +$689K ﹤0.01% 2102
2025
Q1 		$311K Sell
705
-2,532
-78% -$1.13M ﹤0.01% 2444
2024
Q4 		$1.19M Sell
3,237
-2,208
-41% -$903K ﹤0.01% 1871
2024
Q3 		$1.61M Buy
5,445
+582
+12% +$160K ﹤0.01% 1759
2024
Q2 		$1.19M Buy
4,863
+2,010
+70% +$421K ﹤0.01% 1721
2024
Q1 		$550K Sell
2,853
-378
-12% -$64.9K ﹤0.01% 2015
2023
Q4 		$565K Buy
+3,231
New +$614K ﹤0.01% 1902
2022
Q3 		– Sell
-13,869
Closed -$2.29M – 3263
2022
Q2 		$2.29M Sell
13,869
-306
-2% -$50K 0.01% 1338
2022
Q1 		$2.13M Buy
14,175
+9,729
+219% +$1.28M 0.01% 1326
2021
Q4 		$617K Sell
4,446
-1,062
-19% -$148K ﹤0.01% 1575
2021
Q3 		$740K Sell
5,508
-6,543
-54% -$1.02M ﹤0.01% 1401
2021
Q2 		$2.14M Buy
12,051
+5,634
+88% +$981K 0.01% 989
2021
Q1 		$1.13M Buy
+6,417
New +$799K 0.01% 1203
2020
Q4 		– Sell
-9,234
Closed -$463K – 1703
2020
Q3 		$463K Buy
+9,234
New +$551K ﹤0.01% 1120
2020
Q1 		– Sell
-3,861
Closed -$335K – 1521
2019
Q4 		$335K Buy
+3,861
New +$282K ﹤0.01% 1050

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management's TPL Position: Q1 2026 in Review

Balyasny Asset Management increased its Texas Pacific Land (TPL) stake by 9.4% in Q1 2026, buying an estimated $80.8K and bringing the position to 2,189 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Balyasny Asset Management first reported a position in TPL in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.29M in Q2 2022. 861 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • Balyasny Asset Management held 2,189 shares of Texas Pacific Land worth $1.04M as of Q1 2026.
  • Balyasny Asset Management bought 188 Texas Pacific Land shares in Q1 2026, an estimated $80.8K.
  • Texas Pacific Land made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2063 holding.
  • Balyasny Asset Management first reported a position in Texas Pacific Land in Q4 2019 and has held it in 18 quarters since.
  • Balyasny Asset Management's Texas Pacific Land position peaked at $2.29M in Q2 2022.
  • 861 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.