JB Capital’s Texas Pacific Land TPL Stock Holding History

JB Capital’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	$4.27M	Buy	9,747 +20	+0.2%	+$8.11K	0.15%	85
2026 Q1	$4.62M	Hold	9,727	–	–	0.19%	63
2025 Q4	$2.79M	Buy	9,727 +61	+0.6%	+$18.6K	0.11%	97
2025 Q3	$3.01M	Hold	9,666	–	–	0.13%	87
2025 Q2	$3.4M	Hold	9,666	–	–	0.17%	69
2025 Q1	$4.27M	Hold	9,666	–	–	0.24%	50
2024 Q4	$3.56M	Sell	9,666 -423	-4%	-$173K	0.2%	54
2024 Q3	$2.98M	Buy	10,089 +6	+0.1%	+$1.65K	0.17%	74
2024 Q2	$2.47M	Hold	10,083	–	–	0.15%	79
2024 Q1	$1.94M	Sell	10,083 -897	-8%	-$154K	0.13%	88
2023 Q4	$1.92M	Sell	10,980 -180	-2%	-$34.2K	0.14%	85
2023 Q3	$2.26M	Buy	11,160 +8,622	+340%	+$1.63M	0.19%	74
2023 Q2	$371K	Buy	2,538 +900	+55%	+$144K	0.03%	126
2023 Q1	$310K	Hold	1,638	–	–	0.03%	132
2022 Q4	$427K	Hold	1,638	–	–	0.04%	116
2022 Q3	$323K	Hold	1,638	–	–	0.04%	125
2022 Q2	$271K	Hold	1,638	–	–	0.03%	197
2022 Q1	$247K	Hold	1,638	–	–	0.02%	216
2021 Q4	$227K	Sell	1,638 -225	-12%	-$31.4K	0.02%	237
2021 Q3	$250K	Buy	+1,863	New	+$290K	0.03%	267

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

JB Capital's TPL Position: Q2 2026 in Review

JB Capital increased its Texas Pacific Land (TPL) stake by 0.21% in Q2 2026, buying an estimated $8.11K and bringing the position to 9,747 shares worth $4.27M. The position accounts for 0.15% of the portfolio, ranked #85.

JB Capital first reported a position in TPL in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.62M in Q1 2026. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

JB Capital held 9,747 shares of Texas Pacific Land worth $4.27M as of Q2 2026.
JB Capital bought 20 Texas Pacific Land shares in Q2 2026, an estimated $8.11K.
Texas Pacific Land made up 0.15% of JB Capital's portfolio in Q2 2026, its #85 holding.
JB Capital first reported a position in Texas Pacific Land in Q3 2021 and has held it in 20 quarters since.
JB Capital's Texas Pacific Land position peaked at $4.62M in Q1 2026.
873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.