DCM
SBR

DGS Capital Management’s Sabine Royalty Trust SBR Stock Holding History

DGS Capital Management’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$644K Buy
8,582
+3,685
+75% +$263K 0.11% 184
2025
Q4 		$336K Buy
+4,897
New +$356K 0.06% 295
2023
Q2 		– Sell
-3,199
Closed -$230K – 255
2023
Q1 		$230K Sell
3,199
-341
-10% -$26.9K 0.13% 177
2022
Q4 		$302K Buy
3,540
+404
+13% +$33.3K 0.2% 133
2022
Q3 		$223K Buy
+3,136
New +$222K 0.15% 163

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return