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

Bourgeon 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
2026
Q2 		$2.87M Sell
6,553
-3,399
-34% -$1.38M 0.42% 48
2026
Q1 		$4.72M Buy
+9,952
New +$4.28M 0.82% 39
2023
Q4 		– Sell
-360
Closed -$72.9K – 415
2023
Q3 		$72.9K Buy
+360
New +$67.9K 0.02% 129

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bourgeon Capital Management's TPL Position: Q2 2026 in Review

Bourgeon Capital Management reduced its Texas Pacific Land (TPL) stake by 34% in Q2 2026, selling an estimated $1.38M and leaving 6,553 shares worth $2.87M. The position accounts for 0.42% of the portfolio, ranked #48.

Bourgeon Capital Management first reported a position in TPL in Q3 2023 and has held it in 3 quarters since. The position peaked at $4.72M in Q1 2026. 871 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Bourgeon Capital Management held 6,553 shares of Texas Pacific Land worth $2.87M as of Q2 2026.
  • Bourgeon Capital Management sold 3,399 Texas Pacific Land shares in Q2 2026, an estimated $1.38M.
  • Texas Pacific Land made up 0.42% of Bourgeon Capital Management's portfolio in Q2 2026, its #48 holding.
  • Bourgeon Capital Management first reported a position in Texas Pacific Land in Q3 2023 and has held it in 3 quarters since.
  • Bourgeon Capital Management's Texas Pacific Land position peaked at $4.72M in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.