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David Rolfe’s Texas Pacific Land TPL Stock Holding History

David Rolfe’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
2024
Q4 		– Sell
-39,573
Closed -$18M – 20
2024
Q3 		$18M Sell
39,573
-516
-1% -$142K 3.27% 14
2024
Q2 		$11.1M Sell
40,089
-1,008
-2% -$211K 2.27% 18
2024
Q1 		$8.24M Sell
41,097
-1,293
-3% -$222K 1.65% 19
2023
Q4 		$6.71M Sell
42,390
-639
-1% -$121K 1.41% 19
2023
Q3 		$8.72M Sell
43,029
-18,288
-30% -$3.45M 2.09% 18
2023
Q2 		$8.97M Sell
61,317
-2,664
-4% -$427K 1.45% 18
2023
Q1 		$12.1M Sell
63,981
-12,276
-16% -$2.56M 2.05% 18
2022
Q4 		$19.9M Sell
76,257
-18,009
-19% -$4.77M 3.65% 14
2022
Q3 		$18.6M Sell
94,266
-3,303
-3% -$636K 3.5% 16
2022
Q2 		$16.1M Sell
97,569
-3,096
-3% -$506K 2.79% 17
2022
Q1 		$15.1M Buy
100,665
+12,186
+14% +$1.61M 2.13% 19
2021
Q4 		$12.3M Buy
+88,479
New +$12.3M 1.63% 21

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

David Rolfe's TPL Position: Q4 2024 in Review

David Rolfe sold out of Texas Pacific Land (TPL) in Q4 2024, closing a stake of 39,573 shares — an estimated $18M sold.

David Rolfe first reported a position in TPL in Q4 2021 and held it in 12 quarters. The position peaked at $19.9M in Q4 2022. 687 funds tracked by Wall St. Rank hold TPL as of Q4 2024.

  • David Rolfe reported no remaining Texas Pacific Land position as of Q4 2024 after selling out during the quarter.
  • David Rolfe sold 39,573 Texas Pacific Land shares in Q4 2024, an estimated $18M.
  • David Rolfe first reported a position in Texas Pacific Land in Q4 2021 and held it in 12 quarters.
  • David Rolfe's Texas Pacific Land position peaked at $19.9M in Q4 2022.
  • 687 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2024.

Based on Wedgewood Partners's 13F filing for Q4 2024, filed 14 Feb 2025.