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KLCM Advisors’s Texas Pacific Land TPL Stock Holding History

KLCM Advisors’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
Q1 		$12.3M Sell
25,990
-3,500
-12% -$1.5M 1.04% 26
2025
Q4 		$8.47M Buy
29,490
+14,448
+96% +$4.41M 0.73% 36
2025
Q3 		$4.68M Hold
15,042
– – 0.47% 40
2025
Q2 		$5.3M Hold
15,042
– – 0.56% 37
2025
Q1 		$6.64M Buy
+15,042
New +$6.71M 0.78% 33

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KLCM Advisors's TPL Position: Q1 2026 in Review

KLCM Advisors reduced its Texas Pacific Land (TPL) stake by 12% in Q1 2026, selling an estimated $1.5M and leaving 25,990 shares worth $12.3M. The position accounts for 1.04% of the portfolio, ranked #26.

KLCM Advisors first reported a position in TPL in Q1 2025 and has held it in 5 quarters since. 861 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • KLCM Advisors held 25,990 shares of Texas Pacific Land worth $12.3M as of Q1 2026.
  • KLCM Advisors sold 3,500 Texas Pacific Land shares in Q1 2026, an estimated $1.5M.
  • Texas Pacific Land made up 1.04% of KLCM Advisors's portfolio in Q1 2026, its #26 holding.
  • KLCM Advisors first reported a position in Texas Pacific Land in Q1 2025 and has held it in 5 quarters since.
  • 861 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.