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Hodges Capital Management’s Texas Pacific Land TPL Stock Holding History

Hodges Capital Management’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
2025
Q3 		– Sell
-45
Closed -$348K – 226
2025
Q2 		$348K Buy
+45
New +$18.4K 0.03% 175

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.