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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 		$22M Buy
50,200
+7,300
+17% +$2.96M 0.01% 1225
2026
Q1 		$20.4M Buy
42,900
+25,800
+151% +$11.1M 0.01% 1134
2025
Q4 		$4.91M Sell
17,100
-64,500
-79% -$19.7M ﹤0.01% 2311
2025
Q3 		$25.4M Sell
81,600
-54,300
-40% -$17.1M 0.01% 1021
2025
Q2 		$47.9M Sell
135,900
-25,500
-16% -$10.4M 0.03% 587
2025
Q1 		$71.3M Buy
161,400
+137,100
+564% +$61.1M 0.06% 368
2024
Q4 		$8.96M Buy
24,300
+9,300
+62% +$3.8M 0.01% 1573
2024
Q3 		$4.42M Buy
+15,000
New +$4.12M ﹤0.01% 2047

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.