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Cortland Associates’s Texas Pacific Land TPL Stock Holding History

Cortland Associates’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 		$12.2M Sell
27,906
-992
-3% -$402K 1.77% 21
2026
Q1 		$13.7M Sell
28,898
-14,259
-33% -$6.13M 1.97% 17
2025
Q4 		$12.4M Sell
43,157
-1,252
-3% -$382K 1.56% 20
2025
Q3 		$13.8M Sell
44,409
-102
-0.2% -$32.1K 1.63% 22
2025
Q2 		$15.7M Buy
44,511
+30
+0.1% +$12.3K 1.83% 19
2025
Q1 		$19.6M Sell
44,481
-171
-0.4% -$76.2K 2.36% 16
2024
Q4 		$16.5M Sell
44,652
-79,137
-64% -$32.3M 1.87% 17
2024
Q3 		$36.5M Sell
123,789
-2,520
-2% -$692K 4.43% 11
2024
Q2 		$30.9M Sell
126,309
-1,218
-1% -$255K 3.91% 12
2024
Q1 		$24.6M Sell
127,527
-2,397
-2% -$411K 3.18% 15
2023
Q4 		$22.7M Sell
129,924
-513
-0.4% -$97.5K 3.32% 14
2023
Q3 		$26.4M Sell
130,437
-513
-0.4% -$96.8K 4.15% 12
2023
Q2 		$19.2M Sell
130,950
-3,888
-3% -$623K 3.09% 14
2023
Q1 		$25.5M Sell
134,838
-3,375
-2% -$703K 4.06% 11
2022
Q4 		$36M Sell
138,213
-891
-0.6% -$236K 5.96% 7
2022
Q3 		$27.5M Sell
139,104
-738
-0.5% -$142K 4.89% 7
2022
Q2 		$23.1M Sell
139,842
-19,026
-12% -$3.11M 3.82% 9
2022
Q1 		$23.9M Sell
158,868
-7,263
-4% -$957K 3.04% 13
2021
Q4 		$23.1M Buy
166,131
+5,094
+3% +$710K 2.4% 14
2021
Q3 		$21.6M Buy
161,037
+2,223
+1% +$346K 2.38% 15
2021
Q2 		$28.2M Sell
158,814
-63
-0% -$11K 2.95% 15
2021
Q1 		$28.1M Buy
158,877
+49,032
+45% +$6.1M 3.2% 15
2020
Q4 		$8.87M Sell
109,845
-459
-0.4% -$29.1K 1.07% 22
2020
Q3 		$5.53M Buy
+110,304
New +$6.58M 0.74% 23

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

Cortland Associates's TPL Position: Q2 2026 in Review

Cortland Associates reduced its Texas Pacific Land (TPL) stake by 3.4% in Q2 2026, selling an estimated $402K and leaving 27,906 shares worth $12.2M. The position accounts for 1.77% of the portfolio, ranked #21.

Cortland Associates first reported a position in TPL in Q3 2020 and has held it in 24 quarters since. The position peaked at $36.5M in Q3 2024. 872 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Cortland Associates held 27,906 shares of Texas Pacific Land worth $12.2M as of Q2 2026.
  • Cortland Associates sold 992 Texas Pacific Land shares in Q2 2026, an estimated $402K.
  • Texas Pacific Land made up 1.77% of Cortland Associates's portfolio in Q2 2026, its #21 holding.
  • Cortland Associates first reported a position in Texas Pacific Land in Q3 2020 and has held it in 24 quarters since.
  • Cortland Associates's Texas Pacific Land position peaked at $36.5M in Q3 2024.
  • 872 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Cortland Associates's 13F filing for Q2 2026, filed 28 Jul 2026.