Chilton Investment Company’s Sabine Royalty Trust SBR Stock Holding History

Chilton Investment Company’s Portfolio SBR Stock Details SBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Hold	4,533	–	–	0.01%	234
2025 Q4	$311K	Sell	4,533 -3,039	-40%	-$221K	0.01%	239
2025 Q3	$602K	Sell	7,572 -1,495	-16%	-$107K	0.01%	186
2025 Q2	$605K	Hold	9,067	–	–	0.01%	144
2025 Q1	$614K	Hold	9,067	–	–	0.02%	136
2024 Q4	$588K	Hold	9,067	–	–	0.02%	128
2024 Q3	$560K	Hold	9,067	–	–	0.01%	135
2024 Q2	$587K	Hold	9,067	–	–	0.02%	125
2024 Q1	$577K	Hold	9,067	–	–	0.02%	131
2023 Q4	$615K	Hold	9,067	–	–	0.02%	117
2023 Q3	$598K	Hold	9,067	–	–	0.02%	114
2023 Q2	$598K	Buy	+9,067	New	+$649K	0.02%	117

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HKAM

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Chilton Investment Company's SBR Position: Q1 2026 in Review

Chilton Investment Company held its Sabine Royalty Trust (SBR) position steady in Q1 2026 at 4,533 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #234.

Chilton Investment Company first reported a position in SBR in Q2 2023 and has held it in 12 quarters since. The position peaked at $615K in Q4 2023. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

Chilton Investment Company held 4,533 shares of Sabine Royalty Trust worth $342K as of Q1 2026.
Chilton Investment Company left its Sabine Royalty Trust share count unchanged in Q1 2026.
Sabine Royalty Trust made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #234 holding.
Chilton Investment Company first reported a position in Sabine Royalty Trust in Q2 2023 and has held it in 12 quarters since.
Chilton Investment Company's Sabine Royalty Trust position peaked at $615K in Q4 2023.
153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.