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John Overdeck’s Texas Pacific Land TPL Stock Holding History

John Overdeck’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 		$1.36M Sell
3,100
-1,900
-38% -$770K ﹤0.01% 3368
2026
Q1 		$2.37M Buy
+5,000
New +$2.15M ﹤0.01% 2623

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

John Overdeck's TPL Position: Q2 2026 in Review

John Overdeck increased its Texas Pacific Land (TPL) stake by 76% in Q2 2026, buying an estimated $4.73M and bringing the position to 26,948 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #1392.

John Overdeck first reported a position in TPL in Q2 2013 and has held it in 34 quarters since. The position peaked at $17.5M in Q3 2025. 869 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • John Overdeck held 26,948 shares of Texas Pacific Land worth $11.8M as of Q2 2026.
  • John Overdeck bought 11,672 Texas Pacific Land shares in Q2 2026, an estimated $4.73M.
  • Texas Pacific Land made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1392 holding.
  • John Overdeck first reported a position in Texas Pacific Land in Q2 2013 and has held it in 34 quarters since.
  • John Overdeck's Texas Pacific Land position peaked at $17.5M in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.