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Cliff Asness’s Texas Pacific Land TPL Stock Holding History

Cliff Asness’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 		$124M Buy
282,585
+216,912
+330% +$87.9M 0.04% 546
2026
Q1 		$31.2M Sell
65,673
-141,464
-68% -$60.8M 0.01% 867
2025
Q4 		$59.5M Sell
207,137
-64,630
-24% -$19.7M 0.03% 624
2025
Q3 		$84.6M Buy
271,767
+107,148
+65% +$33.7M 0.05% 460
2025
Q2 		$58M Sell
164,619
-76,263
-32% -$31.2M 0.05% 496
2025
Q1 		$102M Buy
240,882
+12,525
+5% +$5.58M 0.11% 264
2024
Q4 		$84.2M Buy
228,357
+10,296
+5% +$4.21M 0.11% 248
2024
Q3 		$64.3M Buy
218,061
+110,784
+103% +$30.4M 0.09% 302
2024
Q2 		$26.3M Buy
107,277
+94,677
+751% +$19.8M 0.04% 500
2024
Q1 		$2.41M Buy
+12,600
New +$2.16M ﹤0.01% 1328

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

Cliff Asness's TPL Position: Q2 2026 in Review

Cliff Asness increased its Texas Pacific Land (TPL) stake by 330% in Q2 2026, buying an estimated $87.9M and bringing the position to 282,585 shares worth $124M. The position accounts for 0.04% of the portfolio, ranked #546.

Cliff Asness first reported a position in TPL in Q1 2024 and has held it in 10 quarters since. 869 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Cliff Asness held 282,585 shares of Texas Pacific Land worth $124M as of Q2 2026.
  • Cliff Asness bought 216,912 Texas Pacific Land shares in Q2 2026, an estimated $87.9M.
  • Texas Pacific Land made up 0.04% of Cliff Asness's portfolio in Q2 2026, its #546 holding.
  • Cliff Asness first reported a position in Texas Pacific Land in Q1 2024 and has held it in 10 quarters since.
  • 869 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.