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Lunt Capital Management’s Texas Pacific Land TPL Stock Holding History

Lunt 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 		$8.27M Sell
18,906
-5,769
-23% -$2.34M 3.03% 7
2026
Q1 		$11.7M Sell
24,675
-27
-0.1% -$11.6K 4.5% 3
2025
Q4 		$7.09M Sell
24,702
-2,991
-11% -$913K 2.66% 10
2025
Q3 		$8.62M Hold
27,693
– – 3.3% 8
2025
Q2 		$9.75M Hold
27,693
– – 3.73% 7
2025
Q1 		$12.2M Hold
27,693
– – 4.45% 5
2024
Q4 		$10.2M Sell
27,693
-6,117
-18% -$2.5M 3.97% 6
2024
Q3 		$9.97M Sell
33,810
-14,433
-30% -$3.96M 4.66% 4
2024
Q2 		$11.8M Sell
48,243
-222
-0.5% -$46.5K 5.82% 2
2024
Q1 		$9.35M Sell
48,465
-3,645
-7% -$625K 4.64% 4
2023
Q4 		$9.1M Sell
52,110
-4,095
-7% -$778K 4.71% 3
2023
Q3 		$11.4M Buy
56,205
+18
+0% +$3.4K 6% 2
2023
Q2 		$8.22M Buy
+56,187
New +$9.01M 4.44% 4

Other funds holding TPL

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YG
York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Lunt Capital Management's TPL Position: Q2 2026 in Review

Lunt Capital Management reduced its Texas Pacific Land (TPL) stake by 23% in Q2 2026, selling an estimated $2.34M and leaving 18,906 shares worth $8.27M. The position accounts for 3.03% of the portfolio, ranked #7.

Lunt Capital Management first reported a position in TPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.2M in Q1 2025. 321 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Lunt Capital Management held 18,906 shares of Texas Pacific Land worth $8.27M as of Q2 2026.
  • Lunt Capital Management sold 5,769 Texas Pacific Land shares in Q2 2026, an estimated $2.34M.
  • Texas Pacific Land made up 3.03% of Lunt Capital Management's portfolio in Q2 2026, its #7 holding.
  • Lunt Capital Management first reported a position in Texas Pacific Land in Q2 2023 and has held it in 13 quarters since.
  • Lunt Capital Management's Texas Pacific Land position peaked at $12.2M in Q1 2025.
  • 321 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.