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Clarus Group’s Black Stone Minerals BSM Stock Holding History

Clarus Group’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-333,996
Closed -$4.39M – 105
2025
Q3 		$4.39M Hold
333,996
– – 1.53% 15
2025
Q2 		$4.37M Hold
333,996
– – 1.6% 16
2025
Q1 		$5.1M Hold
333,996
– – 1.98% 13
2024
Q4 		$4.88M Sell
333,996
-1,000
-0.3% -$14.9K 1.73% 15
2024
Q3 		$5.06M Hold
334,996
– – 2.14% 10
2024
Q2 		$5.25M Hold
334,996
– – 2.32% 10
2024
Q1 		$5.35M Hold
334,996
– – 3.75% 8
2023
Q4 		$5.35M Buy
334,996
+400
+0.1% +$6.88K 4.05% 8
2023
Q3 		$5.77M Hold
334,596
– – 4.18% 9
2023
Q2 		$5.34M Hold
334,596
– – 3.89% 9
2023
Q1 		$5.25M Buy
334,596
+600
+0.2% +$9.4K 4.93% 7
2022
Q4 		$5.63M Hold
333,996
– – 4.95% 7
2022
Q3 		$5.23M Hold
333,996
– – 4.77% 7
2022
Q2 		$4.57M Buy
+333,996
New +$5.07M 3.83% 9

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

Clarus Group's BSM Position: Q4 2025 in Review

Clarus Group sold out of Black Stone Minerals (BSM) in Q4 2025, closing a stake of 333,996 shares — an estimated $4.39M sold.

Clarus Group first reported a position in BSM in Q2 2022 and held it in 14 quarters. The position peaked at $5.77M in Q3 2023. 192 funds tracked by Wall St. Rank hold BSM as of Q4 2025.

  • Clarus Group reported no remaining Black Stone Minerals position as of Q4 2025 after selling out during the quarter.
  • Clarus Group sold 333,996 Black Stone Minerals shares in Q4 2025, an estimated $4.39M.
  • Clarus Group first reported a position in Black Stone Minerals in Q2 2022 and held it in 14 quarters.
  • Clarus Group's Black Stone Minerals position peaked at $5.77M in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2025.

Based on Clarus Group's 13F filing for Q4 2025, filed 16 Jan 2026.