Cambrian Capital’s Texas Pacific Land TPL Stock Holding History

Cambrian Capital’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
2019 Q4	$2.77M	Sell	31,950 -9,000	-22%	-$658K	5.62%	7
2019 Q3	$2.96M	Hold	40,950	–	–	5.94%	2
2019 Q2	$3.58M	Sell	40,950 -9,000	-18%	-$807K	5.88%	5
2019 Q1	$4.29M	Hold	49,950	–	–	6.14%	3
2018 Q4	$3.01M	Hold	49,950	–	–	4.81%	7
2018 Q3	$4.79M	Sell	49,950 -9,900	-17%	-$881K	5.25%	7
2018 Q2	$4.62M	Hold	59,850	–	–	5.16%	8
2018 Q1	$3.36M	Hold	59,850	–	–	4.33%	9
2017 Q4	$2.97M	Hold	59,850	–	–	3.65%	13
2017 Q3	$2.69M	Hold	59,850	–	–	3.32%	14
2017 Q2	$1.95M	Hold	59,850	–	–	2.26%	21
2017 Q1	$1.86M	Sell	59,850 -19,602	-25%	-$659K	1.89%	22
2016 Q4	$2.62M	Hold	79,452	–	–	2.35%	17
2016 Q3	$2.11M	Sell	79,452 -25,326	-24%	-$519K	1.74%	23
2016 Q2	$1.96M	Hold	104,778	–	–	1.88%	23
2016 Q1	$1.69M	Sell	104,778 -21,150	-17%	-$310K	1.71%	22
2015 Q4	$1.83M	Hold	125,928	–	–	1.55%	22
2015 Q3	$1.96M	Sell	125,928 -61,893	-33%	-$919K	1.26%	27
2015 Q2	$3.14M	Hold	187,821	–	–	1.43%	32
2015 Q1	$3.02M	Hold	187,821	–	–	1.08%	31
2014 Q4	$2.46M	Buy	187,821 +49,950	+36%	+$821K	0.88%	31
2014 Q3	$2.95M	Sell	137,871 -7,929	-5%	-$163K	1.01%	33
2014 Q2	$2.59M	Hold	145,800	–	–	0.67%	43
2014 Q1	$2.1M	Buy	+145,800	New	+$1.9M	0.56%	45

Other funds holding TPL

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $645M AUM 28.76% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return

Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return