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Beddow Capital Management’s Texas Pacific Land TPL Stock Holding History

Beddow Capital 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
2025
Q4 		$19.6M Buy
68,241
+444
+0.7% +$136K 7.4% 1
2025
Q3 		$21.1M Buy
67,797
+444
+0.7% +$140K 7.78% 1
2025
Q2 		$23.7M Sell
67,353
-3,756
-5% -$1.54M 9.4% 1
2025
Q1 		$31.4M Sell
71,109
-2,697
-4% -$1.2M 11.75% 1
2024
Q4 		$27.2M Sell
73,806
-13,389
-15% -$5.47M 11.19% 1
2024
Q3 		$25.7M Sell
87,195
-7,620
-8% -$2.09M 10.54% 1
2024
Q2 		$23.2M Sell
94,815
-3,729
-4% -$782K 10.15% 1
2024
Q1 		$19M Sell
98,544
-24
-0% -$4.12K 8.31% 1
2023
Q4 		$17.2M Sell
98,568
-4,149
-4% -$788K 8.02% 1
2023
Q3 		$20.8M Buy
102,717
+675
+0.7% +$127K 10.15% 1
2023
Q2 		$14.9M Buy
102,042
+2,457
+2% +$394K 7.58% 1
2023
Q1 		$18.8M Sell
99,585
-1,818
-2% -$379K 9.43% 1
2022
Q4 		$26.4M Sell
101,403
-4,509
-4% -$1.2M 13.5% 1
2022
Q3 		$20.9M Sell
105,912
-2,079
-2% -$400K 12.66% 1
2022
Q2 		$17.9M Buy
107,991
+270
+0.3% +$44.1K 10.51% 1
2022
Q1 		$16.2M Buy
107,721
+6,075
+6% +$801K 8.53% 1
2021
Q4 		$14.1M Buy
101,646
+396
+0.4% +$55.2K 8% 1
2021
Q3 		$13.6M Buy
101,250
+2,574
+3% +$400K 8.14% 1
2021
Q2 		$17.5M Sell
98,676
-1,044
-1% -$182K 10.07% 1
2021
Q1 		$17.6M Sell
99,720
-4,095
-4% -$510K 11.19% 1
2020
Q4 		$8.39M Buy
103,815
+9,630
+10% +$611K 5.84% 3
2020
Q3 		$4.73M Buy
94,185
+2,889
+3% +$172K 4.06% 8
2020
Q2 		$6.03M Sell
91,296
-12,285
-12% -$755K 5.28% 4
2020
Q1 		$4.37M Buy
103,581
+4,266
+4% +$312K 4.03% 8
2019
Q4 		$8.62M Buy
99,315
+3,285
+3% +$240K 5.36% 3
2019
Q3 		$6.93M Buy
96,030
+4,248
+5% +$331K 4.37% 6
2019
Q2 		$8.03M Buy
91,782
+9,540
+12% +$856K 4.62% 3
2019
Q1 		$7.07M Sell
82,242
-693
-0.8% -$54.1K 3.88% 8
2018
Q4 		$4.99M Buy
82,935
+3,051
+4% +$220K 2.73% 21
2018
Q3 		$7.66M Sell
79,884
-12,816
-14% -$1.14M 3.4% 12
2018
Q2 		$7.16M Sell
92,700
-7,884
-8% -$553K 2.98% 17
2018
Q1 		$5.65M Sell
100,584
-1,341
-1% -$76.7K 2.28% 24
2017
Q4 		$5.06M Sell
101,925
-675
-0.7% -$30.7K 2.05% 27
2017
Q3 		$4.61M Sell
102,600
-7,650
-7% -$306K 1.88% 27
2017
Q2 		$3.6M Buy
110,250
+1,575
+1% +$50.9K 1.46% 30
2017
Q1 		$3.38M Buy
108,675
+6,300
+6% +$212K 1.33% 31
2016
Q4 		$3.38M Buy
102,375
+5,796
+6% +$182K 1.34% 30
2016
Q3 		$2.57M Buy
96,579
+17,964
+23% +$368K 1.05% 34
2016
Q2 		$1.47M Buy
78,615
+3,465
+5% +$61.4K 0.61% 36
2016
Q1 		$1.22M Buy
75,150
+21,960
+41% +$322K 0.54% 35
2015
Q4 		$774K Buy
53,190
+25,164
+90% +$401K 0.34% 36
2015
Q3 		$437K Buy
+28,026
New +$416K 0.18% 37

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Beddow Capital Management's TPL Position: Q4 2025 in Review

Beddow Capital Management increased its Texas Pacific Land (TPL) stake by 0.65% in Q4 2025, buying an estimated $136K and bringing the position to 68,241 shares worth $19.6M. The position accounts for 7.4% of the portfolio, ranked #1.

Beddow Capital Management first reported a position in TPL in Q3 2015 and has held it in 42 quarters since. The position peaked at $31.4M in Q1 2025. 734 funds tracked by Wall St. Rank hold TPL as of Q4 2025.

  • Beddow Capital Management held 68,241 shares of Texas Pacific Land worth $19.6M as of Q4 2025.
  • Beddow Capital Management bought 444 Texas Pacific Land shares in Q4 2025, an estimated $136K.
  • Texas Pacific Land made up 7.4% of Beddow Capital Management's portfolio in Q4 2025, its #1 holding.
  • Beddow Capital Management first reported a position in Texas Pacific Land in Q3 2015 and has held it in 42 quarters since.
  • Beddow Capital Management's Texas Pacific Land position peaked at $31.4M in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2025.

Based on Beddow Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.