Hodges Capital Management’s Texas Pacific Land TPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50M | Buy |
105,315
+1,048
| +1% | +$450K | 4.14% | 1 |
|
|
2025
Q4 | $29.9M | Sell |
104,267
-3,643
| -3% | -$1.11M | 2.57% | 5 |
|
|
2025
Q3 | $33.6M | Sell |
107,910
-4,665
| -4% | -$1.47M | 2.87% | 4 |
|
|
2025
Q2 | $39.6M | Sell |
112,575
-20,058
| -15% | -$8.2M | 3.8% | 1 |
|
|
2025
Q1 | $58.9M | Sell |
132,633
-63,909
| -33% | -$28.5M | 5.88% | 1 |
|
|
2024
Q4 | $72.5M | Sell |
196,542
-20,628
| -9% | -$8.43M | 4.34% | 1 |
|
|
2024
Q3 | $64M | Sell |
217,170
-8,913
| -4% | -$2.45M | 4.1% | 1 |
|
|
2024
Q2 | $55.3M | Sell |
226,083
-5,328
| -2% | -$1.12M | 3.7% | 1 |
|
|
2024
Q1 | $44.6M | Sell |
231,411
-69,288
| -23% | -$11.9M | 2.83% | 5 |
|
|
2023
Q4 | $52.5M | Buy |
300,699
+146,673
| +95% | +$27.9M | 2.79% | 6 |
|
|
2023
Q3 | $31.2M | Sell |
154,026
-71,415
| -32% | -$13.5M | 3.7% | 2 |
|
|
2023
Q2 | $43.8M | Sell |
225,441
-335,583
| -60% | -$53.8M | 2.55% | 6 |
|
|
2023
Q1 | $44.7M | Buy |
561,024
+306,639
| +121% | +$63.9M | 3.66% | 1 |
|
|
2022
Q4 | $66.3M | Buy |
254,385
+53,361
| +27% | +$14.1M | 5.74% | 1 |
|
|
2022
Q3 | $39.7M | Sell |
201,024
-150,633
| -43% | -$29M | 6.53% | 1 |
|
|
2022
Q2 | $58.1M | Sell |
351,657
-48,375
| -12% | -$7.91M | 5.87% | 1 |
|
|
2022
Q1 | $60.1M | Sell |
400,032
-16,776
| -4% | -$2.21M | 4.78% | 1 |
|
|
2021
Q4 | $57.8M | Sell |
416,808
-24,480
| -6% | -$3.41M | 4.19% | 1 |
|
|
2021
Q3 | $59.3M | Buy |
441,288
+148,608
| +51% | +$23.1M | 4.36% | 1 |
|
|
2021
Q2 | $52M | Buy |
+292,680
| New | +$51M | 5.83% | 1 |
|
|
2021
Q1 | – | Sell |
-360,711
| Closed | -$29.1M | – | 231 |
|
|
2020
Q4 | $29.1M | Sell |
360,711
-45,090
| -11% | -$2.86M | 4.59% | 1 |
|
|
2020
Q3 | $20.4M | Sell |
405,801
-28,116
| -6% | -$1.68M | 3.95% | 2 |
|
|
2020
Q2 | $28.7M | Sell |
433,917
-86,985
| -17% | -$5.34M | 5.85% | 1 |
|
|
2020
Q1 | $22M | Sell |
520,902
-69,579
| -12% | -$5.09M | 5.62% | 1 |
|
|
2019
Q4 | $51.3M | Sell |
590,481
-36,090
| -6% | -$2.64M | 6.74% | 1 |
|
|
2019
Q3 | $45.2M | Buy |
626,571
+9,225
| +1% | +$719K | 5.21% | 1 |
|
|
2019
Q2 | $54M | Sell |
617,346
-63,369
| -9% | -$5.68M | 5.84% | 1 |
|
|
2019
Q1 | $58.5M | Sell |
680,715
-216,621
| -24% | -$16.9M | 5.92% | 1 |
|
|
2018
Q4 | $54M | Sell |
897,336
-24,138
| -3% | -$1.74M | 6.07% | 1 |
|
|
2018
Q3 | $88.3M | Sell |
921,474
-43,236
| -4% | -$3.85M | 6.49% | 1 |
|
|
2018
Q2 | $74.5M | Sell |
964,710
-210,294
| -18% | -$14.7M | 5.5% | 1 |
|
|
2018
Q1 | $66M | Sell |
1,175,004
-69,813
| -6% | -$3.99M | 5.21% | 1 |
|
|
2017
Q4 | $61.8M | Sell |
1,244,817
-116,478
| -9% | -$5.31M | 4.53% | 1 |
|
|
2017
Q3 | $61.1M | Sell |
1,361,295
-298,098
| -18% | -$11.9M | 4.13% | 1 |
|
|
2017
Q2 | $54.2M | Sell |
1,659,393
-413,478
| -20% | -$13.4M | 3.21% | 1 |
|
|
2017
Q1 | $64.4M | Sell |
2,072,871
-323,244
| -13% | -$10.9M | 3.22% | 1 |
|
|
2016
Q4 | $79M | Sell |
2,396,115
-484,029
| -17% | -$15.2M | 3.63% | 1 |
|
|
2016
Q3 | $76.6M | Sell |
2,880,144
-1,003,356
| -26% | -$20.6M | 3.68% | 1 |
|
|
2016
Q2 | $72.8M | Sell |
3,883,500
-317,439
| -8% | -$5.63M | 3.53% | 1 |
|
|
2016
Q1 | $67.9M | Sell |
4,200,939
-369,099
| -8% | -$5.42M | 3.14% | 1 |
|
|
2015
Q4 | $66.5M | Sell |
4,570,038
-317,772
| -7% | -$5.06M | 2.77% | 2 |
|
|
2015
Q3 | $76.2M | Sell |
4,887,810
-34,677
| -0.7% | -$515K | 3.12% | 1 |
|
|
2015
Q2 | $82.3M | Sell |
4,922,487
-123,147
| -2% | -$2.09M | 2.99% | 1 |
|
|
2015
Q1 | $81.2M | Sell |
5,045,634
-23,805
| -0.5% | -$343K | 3.1% | 1 |
|
|
2014
Q4 | $66.5M | Buy |
5,069,439
+400,887
| +9% | +$6.59M | 2.71% | 1 |
|
|
2014
Q3 | $99.8M | Sell |
4,668,552
-360
| -0% | -$7.38K | 4.14% | 1 |
|
|
2014
Q2 | $83.1M | Sell |
4,668,912
-35,685
| -0.8% | -$588K | 3.89% | 1 |
|
|
2014
Q1 | $67.7M | Buy |
4,704,597
+128,367
| +3% | +$1.68M | 3.98% | 1 |
|
|
2013
Q4 | $50.8M | Buy |
4,576,230
+271,827
| +6% | +$2.8M | 3.66% | 1 |
|
|
2013
Q3 | $40.4M | Buy |
4,304,403
+320,013
| +8% | +$3.02M | 3.49% | 1 |
|
|
2013
Q2 | $37.4M | Buy |
+3,984,390
| New | +$34.3M | 3.95% | 1 |
|
Other funds holding TPL
HKAM
VCM
VPM
SA
Hodges Capital Management's TPL Position: Q1 2026 in Review
Hodges Capital Management increased its Texas Pacific Land (TPL) stake by 1% in Q1 2026, buying an estimated $450K and bringing the position to 105,315 shares worth $50M. The position accounts for 4.14% of the portfolio, ranked #1.
Hodges Capital Management first reported a position in TPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $99.8M in Q3 2014. 861 funds tracked by Wall St. Rank hold TPL as of Q1 2026.
- Hodges Capital Management held 105,315 shares of Texas Pacific Land worth $50M as of Q1 2026.
- Hodges Capital Management bought 1,048 Texas Pacific Land shares in Q1 2026, an estimated $450K.
- Texas Pacific Land made up 4.14% of Hodges Capital Management's portfolio in Q1 2026, its #1 holding.
- Hodges Capital Management first reported a position in Texas Pacific Land in Q2 2013 and has held it in 51 quarters since.
- Hodges Capital Management's Texas Pacific Land position peaked at $99.8M in Q3 2014.
- 861 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.
Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.