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Lee Johnson Capital Management’s Texas Pacific Land TPL Stock Holding History

Lee Johnson Capital Management’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 		– Sell
-1,380
Closed -$655K – 96
2026
Q1 		$655K Buy
+1,380
New +$593K 0.23% 53

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 $3.38T AUM 44.17% 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

Lee Johnson Capital Management's TPL Position: Q2 2026 in Review

Lee Johnson Capital Management sold out of Texas Pacific Land (TPL) in Q2 2026, closing a stake of 1,380 shares — an estimated $655K sold.

Lee Johnson Capital Management first reported a position in TPL in Q1 2026 and held it in 1 quarter. The position peaked at $655K in Q1 2026. 875 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Lee Johnson Capital Management reported no remaining Texas Pacific Land position as of Q2 2026 after selling out during the quarter.
  • Lee Johnson Capital Management sold 1,380 Texas Pacific Land shares in Q2 2026, an estimated $655K.
  • Lee Johnson Capital Management first reported a position in Texas Pacific Land in Q1 2026 and held it in 1 quarter.
  • Lee Johnson Capital Management's Texas Pacific Land position peaked at $655K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.