LIS
STR

Legacy Investment Solutions’s Sitio Royalties STR Stock Holding History

Legacy Investment Solutions’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$69.1K Buy
+3,760
New +$67.5K 0.04% 131
2024
Q4 		$117K Sell
5,926
-8,727
-60% -$195K 0.07% 83
2024
Q3 		$347K Buy
+14,653
New +$332K 0.2% 46

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Investment Solutions's STR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Sitio Royalties (STR) in Q2 2025: 3,760 shares worth $69.1K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in STR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in STR in Q3 2024 and has held it in 3 quarters since. The position peaked at $347K in Q3 2024. 234 funds tracked by Wall St. Rank hold STR as of Q2 2025.

  • Legacy Investment Solutions held 3,760 shares of Sitio Royalties worth $69.1K as of Q2 2025.
  • Sitio Royalties was a new Legacy Investment Solutions position in Q2 2025.
  • Sitio Royalties made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #131 holding.
  • Legacy Investment Solutions first reported a position in Sitio Royalties in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Sitio Royalties position peaked at $347K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Sitio Royalties as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.