Gilbert & Cook’s Texas Pacific Land TPL Stock Holding History

Gilbert & Cook’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	$1.58M	Sell	3,605 -194	-5%	-$78.7K	0.18%	48
2026 Q1	$1.8M	Sell	3,799 -4,127	-52%	-$1.77M	0.23%	34
2025 Q4	$2.28M	Buy	7,926 +27	+0.3%	+$8.25K	0.29%	27
2025 Q3	$2.46M	Hold	7,899	–	–	0.32%	27
2025 Q2	$2.78M	Hold	7,899	–	–	0.38%	25
2025 Q1	$3.49M	Sell	7,899 -2,223	-22%	-$991K	0.51%	19
2024 Q4	$3.73M	Sell	10,122 -1,776	-15%	-$726K	0.53%	19
2024 Q3	$3.51M	Buy	11,898 +6,354	+115%	+$1.74M	0.48%	17
2024 Q2	$1.36M	Hold	5,544	–	–	0.2%	40
2024 Q1	$1.07M	Buy	+5,544	New	+$951K	0.15%	68

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gilbert & Cook's TPL Position: Q2 2026 in Review

Gilbert & Cook reduced its Texas Pacific Land (TPL) stake by 5.1% in Q2 2026, selling an estimated $78.7K and leaving 3,605 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #48.

Gilbert & Cook first reported a position in TPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.73M in Q4 2024. 871 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Gilbert & Cook held 3,605 shares of Texas Pacific Land worth $1.58M as of Q2 2026.
Gilbert & Cook sold 194 Texas Pacific Land shares in Q2 2026, an estimated $78.7K.
Texas Pacific Land made up 0.18% of Gilbert & Cook's portfolio in Q2 2026, its #48 holding.
Gilbert & Cook first reported a position in Texas Pacific Land in Q1 2024 and has held it in 10 quarters since.
Gilbert & Cook's Texas Pacific Land position peaked at $3.73M in Q4 2024.
871 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.