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Intrinsic Edge Capital Management’s Texas Pacific Land TPL Stock Holding History

Intrinsic Edge 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
2023
Q1 		– Sell
-9,000
Closed -$2.34M – 193
2022
Q4 		$2.34M Buy
+9,000
New +$2.39M 0.23% 114
2020
Q2 		– Sell
-11,124
Closed -$470K – 258
2020
Q1 		$470K Buy
+11,124
New +$814K 0.06% 151

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Intrinsic Edge Capital Management's TPL Position: Q1 2023 in Review

Intrinsic Edge Capital Management sold out of Texas Pacific Land (TPL) in Q1 2023, closing a stake of 9,000 shares — an estimated $2.34M sold.

Intrinsic Edge Capital Management first reported a position in TPL in Q1 2020 and held it in 2 quarters. The position peaked at $2.34M in Q4 2022. 463 funds tracked by Wall St. Rank hold TPL as of Q1 2023.

  • Intrinsic Edge Capital Management reported no remaining Texas Pacific Land position as of Q1 2023 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 9,000 Texas Pacific Land shares in Q1 2023, an estimated $2.34M.
  • Intrinsic Edge Capital Management first reported a position in Texas Pacific Land in Q1 2020 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Texas Pacific Land position peaked at $2.34M in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2023.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2023, filed 15 May 2023.