Jeff Yass’s Cross Timbers Royalty Trust CRT Stock Holding History

Jeff Yass’s Portfolio CRT Stock Details CRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$96.6K	Buy	+10,681	New	+$111K	﹤0.01%	12521
2026 Q1	–	Sell	-10,439	Closed	-$83K	–	13295
2025 Q4	$83K	Sell	10,439 -17,689	-63%	-$141K	﹤0.01%	11552
2025 Q3	$212K	Buy	+28,128	New	+$247K	﹤0.01%	10871
2025 Q1	–	Sell	-18,419	Closed	-$182K	–	12601
2024 Q4	$182K	Buy	18,419 +1,300	+8%	+$13.5K	﹤0.01%	10825
2024 Q3	$181K	Buy	17,119 +545	+3%	+$5.41K	﹤0.01%	10561
2024 Q2	$179K	Sell	16,574 -5,532	-25%	-$73.5K	﹤0.01%	10514
2024 Q1	$288K	Buy	+22,106	New	+$372K	﹤0.01%	9789
2018 Q2	–	Sell	-17,801	Closed	-$260K	–	9680
2018 Q1	$260K	Buy	+17,801	New	+$266K	﹤0.01%	7862

Other funds holding CRT

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's CRT Position: Q2 2026 in Review

Jeff Yass opened a new position in Cross Timbers Royalty Trust (CRT) in Q2 2026: 10,681 shares worth $96.6K. The stake represents ﹤0.01% of the portfolio and ranks #12521 among its holdings. This is a return to the name: Jeff Yass previously reported a position in CRT as recently as Q4 2025.

Jeff Yass first reported a position in CRT in Q1 2018 and has held it in 8 quarters since. The position peaked at $288K in Q1 2024. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

Jeff Yass held 10,681 shares of Cross Timbers Royalty Trust worth $96.6K as of Q2 2026.
Cross Timbers Royalty Trust was a new Jeff Yass position in Q2 2026.
Cross Timbers Royalty Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12521 holding.
Jeff Yass first reported a position in Cross Timbers Royalty Trust in Q1 2018 and has held it in 8 quarters since.
Jeff Yass's Cross Timbers Royalty Trust position peaked at $288K in Q1 2024.
20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.