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David Shaw’s Texas Pacific Land TPL Stock Holding History

David Shaw’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 		$1.24M Buy
2,828
+1,705
+152% +$691K ﹤0.01% 3600
2026
Q1 		$533K Sell
1,123
-720
-39% -$309K ﹤0.01% 3822
2025
Q4 		$529K Sell
1,843
-6,464
-78% -$1.97M ﹤0.01% 3903
2025
Q3 		$2.59M Buy
8,307
+207
+3% +$65.2K ﹤0.01% 2781
2025
Q2 		$2.85M Buy
8,100
+7,500
+1,250% +$3.07M ﹤0.01% 2473
2025
Q1 		$265K Hold
600
– – ﹤0.01% 3819
2024
Q4 		$221K Buy
+600
New +$245K ﹤0.01% 4044
2024
Q2 		– Sell
-96,942
Closed -$18.7M – 4849
2024
Q1 		$18.7M Sell
96,942
-13,200
-12% -$2.27M 0.02% 956
2023
Q4 		$19.2M Buy
110,142
+38,340
+53% +$7.29M 0.02% 947
2023
Q3 		$14.5M Sell
71,802
-21,051
-23% -$3.97M 0.02% 1042
2023
Q2 		$13.6M Sell
92,853
-13,482
-13% -$2.16M 0.01% 1111
2023
Q1 		$20.1M Buy
106,335
+1,629
+2% +$339K 0.02% 894
2022
Q4 		$27.3M Buy
104,706
+88,515
+547% +$23.5M 0.03% 720
2022
Q3 		$3.2M Buy
16,191
+4,752
+42% +$915K ﹤0.01% 2567
2022
Q2 		$1.89M Sell
11,439
-14,022
-55% -$2.29M ﹤0.01% 3122
2022
Q1 		$3.83M Sell
25,461
-35,469
-58% -$4.68M ﹤0.01% 2630
2021
Q4 		$8.46M Sell
60,930
-8,478
-12% -$1.18M 0.01% 1827
2021
Q3 		$9.33M Buy
69,408
+55,008
+382% +$8.55M 0.01% 1564
2021
Q2 		$2.56M Buy
+14,400
New +$2.51M ﹤0.01% 2686

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

David Shaw's TPL Position: Q2 2026 in Review

David Shaw increased its Texas Pacific Land (TPL) stake by 152% in Q2 2026, buying an estimated $691K and bringing the position to 2,828 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

David Shaw first reported a position in TPL in Q2 2021 and has held it in 19 quarters since. The position peaked at $27.3M in Q4 2022. 869 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • David Shaw held 2,828 shares of Texas Pacific Land worth $1.24M as of Q2 2026.
  • David Shaw bought 1,705 Texas Pacific Land shares in Q2 2026, an estimated $691K.
  • Texas Pacific Land made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3600 holding.
  • David Shaw first reported a position in Texas Pacific Land in Q2 2021 and has held it in 19 quarters since.
  • David Shaw's Texas Pacific Land position peaked at $27.3M in Q4 2022.
  • 869 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.