JY
PBT

Jeff Yass’s Permian Basin Royalty Trust PBT Stock Holding History

Jeff Yass’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-107,165
Closed -$2.09M – 13867
2025
Q4 		$1.82M Sell
107,165
-10,949
-9% -$196K ﹤0.01% 5843
2025
Q3 		$2.16M Buy
+118,114
New +$1.84M ﹤0.01% 5614
2025
Q2 		– Sell
-31,400
Closed -$334K – 13450
2025
Q1 		$311K Sell
31,400
-1,087
-3% -$11.8K ﹤0.01% 9995
2024
Q4 		$360K Sell
32,487
-26,716
-45% -$320K ﹤0.01% 9419
2024
Q3 		$704K Buy
59,203
+4,965
+9% +$55.9K ﹤0.01% 7638
2024
Q2 		$611K Sell
54,238
-47,765
-47% -$580K ﹤0.01% 7780
2024
Q1 		$1.23M Sell
102,003
-45,236
-31% -$615K ﹤0.01% 6391
2023
Q4 		$2.06M Buy
147,239
+127,737
+655% +$2.29M ﹤0.01% 5283
2023
Q3 		$414K Sell
19,502
-38,068
-66% -$863K ﹤0.01% 8671
2023
Q2 		$1.44M Sell
57,570
-2,730
-5% -$67.4K ﹤0.01% 5864
2023
Q1 		$1.47M Buy
+60,300
New +$1.44M ﹤0.01% 5848
2022
Q4 		– Sell
-248,341
Closed -$5.14M – 13344
2022
Q3 		$4.05M Sell
248,341
-116,995
-32% -$2.04M ﹤0.01% 3489
2022
Q2 		$6.05M Sell
365,336
-244,979
-40% -$3.8M ﹤0.01% 2885
2022
Q1 		$7.63M Buy
610,315
+136,069
+29% +$1.75M ﹤0.01% 2930
2021
Q4 		$4.79M Buy
474,246
+368,235
+347% +$3.04M ﹤0.01% 3813
2021
Q3 		$607K Buy
106,011
+38,679
+57% +$205K ﹤0.01% 8888
2021
Q2 		$378K Buy
67,332
+40,953
+155% +$178K ﹤0.01% 10268
2021
Q1 		$105K Buy
26,379
+14,055
+114% +$56.1K ﹤0.01% 11836
2020
Q4 		$41K Buy
+12,324
New +$34.1K ﹤0.01% 10794
2020
Q2 		– Sell
-11,579
Closed -$38.5K – 10704
2020
Q1 		$33K Sell
11,579
-21,580
-65% -$78.4K ﹤0.01% 9803
2019
Q4 		$128K Buy
33,159
+11,515
+53% +$46.4K ﹤0.01% 9027
2019
Q3 		$112K Buy
+21,644
New +$112K ﹤0.01% 9497
2018
Q2 		– Sell
-15,742
Closed -$152K – 10169
2018
Q1 		$152K Sell
15,742
-25,347
-62% -$236K ﹤0.01% 8519
2017
Q4 		$365K Sell
41,089
-32,676
-44% -$300K ﹤0.01% 7230
2017
Q3 		$643K Buy
73,765
+2,534
+4% +$22K ﹤0.01% 6081
2017
Q2 		$620K Buy
71,231
+37,424
+111% +$357K ﹤0.01% 6234
2017
Q1 		$316K Buy
33,807
+6,413
+23% +$57.1K ﹤0.01% 7262
2016
Q4 		$211K Buy
+27,394
New +$199K ﹤0.01% 8575
2015
Q3 		– Sell
-17,948
Closed -$145K – 10012
2015
Q2 		$145K Buy
+17,948
New +$156K ﹤0.01% 9507
2015
Q1 		– Sell
-60,308
Closed -$569K – 9794
2014
Q4 		$575K Buy
+60,308
New +$687K ﹤0.01% 6965
2014
Q2 		– Sell
-38,041
Closed -$528K – 10002
2014
Q1 		$502K Buy
38,041
+5,783
+18% +$74.9K ﹤0.01% 6736
2013
Q4 		$415K Buy
32,258
+14,959
+86% +$213K ﹤0.01% 7045
2013
Q3 		$247K Buy
+17,299
New +$234K ﹤0.01% 7479

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's PBT Position: Q1 2026 in Review

Jeff Yass sold out of Permian Basin Royalty Trust (PBT) in Q1 2026, closing a stake of 107,165 shares — an estimated $2.09M sold.

Jeff Yass first reported a position in PBT in Q3 2013 and held it in 33 quarters. The position peaked at $7.63M in Q1 2022. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Jeff Yass reported no remaining Permian Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 107,165 Permian Basin Royalty Trust shares in Q1 2026, an estimated $2.09M.
  • Jeff Yass first reported a position in Permian Basin Royalty Trust in Q3 2013 and held it in 33 quarters.
  • Jeff Yass's Permian Basin Royalty Trust position peaked at $7.63M in Q1 2022.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.