Ken Griffin
PBT

Ken Griffin’s Permian Basin Royalty Trust PBT Stock Holding History

Ken Griffin’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
-264,100
Closed -$4.48M – 13891
2025
Q4 		$4.48M Sell
264,100
-1,300
-0.5% -$23.3K ﹤0.01% 4449
2025
Q3 		$4.84M Buy
265,400
+152,500
+135% +$2.38M ﹤0.01% 4414
2025
Q2 		$1.41M Sell
112,900
-21,800
-16% -$232K ﹤0.01% 6389
2025
Q1 		$1.33M Buy
134,700
+101,500
+306% +$1.1M ﹤0.01% 6318
2024
Q4 		$368K Sell
33,200
-52,900
-61% -$634K ﹤0.01% 9246
2024
Q3 		$1.02M Buy
86,100
+57,500
+201% +$647K ﹤0.01% 6819
2024
Q2 		$322K Sell
28,600
-23,100
-45% -$280K ﹤0.01% 8994
2024
Q1 		$626K Sell
51,700
-45,400
-47% -$617K ﹤0.01% 7897
2023
Q4 		$1.36M Sell
97,100
-11,100
-10% -$199K ﹤0.01% 6071
2023
Q3 		$2.3M Buy
108,200
+101,600
+1,539% +$2.3M ﹤0.01% 4966
2023
Q2 		$165K Sell
6,600
-139,500
-95% -$3.45M ﹤0.01% 10193
2023
Q1 		$3.56M Buy
146,100
+44,700
+44% +$1.06M ﹤0.01% 4369
2022
Q4 		$2.56M Buy
101,400
+71,300
+237% +$1.47M ﹤0.01% 5028
2022
Q3 		$492K Sell
30,100
-6,200
-17% -$108K ﹤0.01% 8488
2022
Q2 		$601K Sell
36,300
-4,800
-12% -$74.4K ﹤0.01% 8219
2022
Q1 		$514K Sell
41,100
-46,700
-53% -$602K ﹤0.01% 9323
2021
Q4 		$887K Buy
+87,800
New +$724K ﹤0.01% 8244
2016
Q1 		– Sell
-500
Closed -$3K – 7646
2015
Q4 		$3K Buy
500
+400
+400% +$2.47K ﹤0.01% 8538
2015
Q3 		$1K Buy
+100
New +$697 ﹤0.01% 8784
2015
Q2 		– Sell
-3,100
Closed -$25K – 8978
2015
Q1 		$25K Sell
3,100
-3,900
-56% -$36.8K ﹤0.01% 7770
2014
Q4 		$67K Sell
7,000
-800
-10% -$9.11K ﹤0.01% 6977
2014
Q3 		$106K Buy
7,800
+4,500
+136% +$63.2K ﹤0.01% 6352
2014
Q2 		$47K Sell
3,300
-1,400
-30% -$19.4K ﹤0.01% 6783
2014
Q1 		$62K Sell
4,700
-1,000
-18% -$12.9K ﹤0.01% 6590
2013
Q4 		$73K Buy
5,700
+3,000
+111% +$42.7K ﹤0.01% 5834
2013
Q3 		$38K Sell
2,700
-11,200
-81% -$152K ﹤0.01% 5934
2013
Q2 		$185K Buy
+13,900
New +$180K ﹤0.01% 4735

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 $872M AUM 28.76% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ken Griffin's PBT Position: Q1 2026 in Review

Ken Griffin sold out of Permian Basin Royalty Trust (PBT) in Q1 2026, closing a stake of 234,748 shares — an estimated $4.57M sold.

Ken Griffin first reported a position in PBT in Q2 2013 and held it in 42 quarters. The position peaked at $4.51M in Q3 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Ken Griffin reported no remaining Permian Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Ken Griffin sold 234,748 Permian Basin Royalty Trust shares in Q1 2026, an estimated $4.57M.
  • Ken Griffin first reported a position in Permian Basin Royalty Trust in Q2 2013 and held it in 42 quarters.
  • Ken Griffin's Permian Basin Royalty Trust position peaked at $4.51M in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.