JY
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Jeff Yass’s Texas Pacific Land TPL Stock Holding History

Jeff Yass’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 		$60.4M Buy
138,100
+59,300
+75% +$24M ﹤0.01% 1354
2026
Q1 		$37.4M Sell
78,800
-35,700
-31% -$15.3M ﹤0.01% 1527
2025
Q4 		$32.9M Sell
114,500
-18,100
-14% -$5.53M ﹤0.01% 1736
2025
Q3 		$41.3M Buy
132,600
+50,700
+62% +$16M ﹤0.01% 1494
2025
Q2 		$28.8M Buy
81,900
+6,600
+9% +$2.7M ﹤0.01% 1642
2025
Q1 		$33.3M Buy
75,300
+20,100
+36% +$8.96M 0.01% 1302
2024
Q4 		$20.3M Buy
55,200
+52,500
+1,944% +$21.5M ﹤0.01% 1843
2024
Q3 		$796K Buy
+2,700
New +$741K ﹤0.01% 7357

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jeff Yass's TPL Position: Q2 2026 in Review

Jeff Yass reduced its Texas Pacific Land (TPL) stake by 52% in Q2 2026, selling an estimated $14.6M and leaving 32,953 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Jeff Yass first reported a position in TPL in Q2 2013 and has held it in 27 quarters since. The position peaked at $44.5M in Q4 2025. 869 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Jeff Yass held 32,953 shares of Texas Pacific Land worth $14.4M as of Q2 2026.
  • Jeff Yass sold 36,034 Texas Pacific Land shares in Q2 2026, an estimated $14.6M.
  • Texas Pacific Land made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2859 holding.
  • Jeff Yass first reported a position in Texas Pacific Land in Q2 2013 and has held it in 27 quarters since.
  • Jeff Yass's Texas Pacific Land position peaked at $44.5M in Q4 2025.
  • 869 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

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