JY
MTR

Jeff Yass’s Mesa Royalty Trust MTR Stock Holding History

Jeff Yass’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,286
Closed -$103K – 13143
2025
Q3 		$103K Buy
19,286
+1,327
+7% +$7.46K ﹤0.01% 11547
2025
Q2 		$98.2K Sell
17,959
-4,376
-20% -$23.5K ﹤0.01% 11807
2025
Q1 		$139K Buy
22,335
+3,423
+18% +$22K ﹤0.01% 11289
2024
Q4 		$112K Buy
18,912
+1,293
+7% +$8.15K ﹤0.01% 11248
2024
Q3 		$100K Buy
17,619
+5,701
+48% +$40.9K ﹤0.01% 11057
2024
Q2 		$105K Buy
+11,918
New +$112K ﹤0.01% 10995
2023
Q4 		– Sell
-10,552
Closed -$160K – 12950
2023
Q3 		$160K Buy
+10,552
New +$208K ﹤0.01% 10474
2022
Q3 		– Sell
-24,226
Closed -$264K – 13782
2022
Q2 		$264K Buy
+24,226
New +$347K ﹤0.01% 9905
2021
Q4 		– Sell
-10,328
Closed -$59K – 13618
2021
Q3 		$59K Sell
10,328
-11,198
-52% -$66.5K ﹤0.01% 12293
2021
Q2 		$135K Buy
+21,526
New +$112K ﹤0.01% 11915

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jeff Yass's MTR Position: Q4 2025 in Review

Jeff Yass sold out of Mesa Royalty Trust (MTR) in Q4 2025, closing a stake of 19,286 shares — an estimated $103K sold.

Jeff Yass first reported a position in MTR in Q2 2021 and held it in 10 quarters. The position peaked at $264K in Q2 2022. 10 funds tracked by Wall St. Rank hold MTR as of Q4 2025.

  • Jeff Yass reported no remaining Mesa Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 19,286 Mesa Royalty Trust shares in Q4 2025, an estimated $103K.
  • Jeff Yass first reported a position in Mesa Royalty Trust in Q2 2021 and held it in 10 quarters.
  • Jeff Yass's Mesa Royalty Trust position peaked at $264K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.