Mariner
SBR

Mariner’s Sabine Royalty Trust SBR Stock Holding History

Mariner’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,261
Closed -$211K – 3563
2024
Q4 		$211K Sell
3,261
-208
-6% -$13.1K ﹤0.01% 2956
2024
Q3 		$214K Sell
3,469
-498
-13% -$31.2K ﹤0.01% 2891
2024
Q2 		$256K Sell
3,967
-1,948
-33% -$126K ﹤0.01% 2579
2024
Q1 		$374K Buy
+5,915
New +$370K ﹤0.01% 2255

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner's SBR Position: Q1 2025 in Review

Mariner sold out of Sabine Royalty Trust (SBR) in Q1 2025, closing a stake of 3,261 shares — an estimated $211K sold.

Mariner first reported a position in SBR in Q1 2024 and held it in 4 quarters. The position peaked at $374K in Q1 2024. 127 funds tracked by Wall St. Rank hold SBR as of Q1 2025.

  • Mariner reported no remaining Sabine Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Mariner sold 3,261 Sabine Royalty Trust shares in Q1 2025, an estimated $211K.
  • Mariner first reported a position in Sabine Royalty Trust in Q1 2024 and held it in 4 quarters.
  • Mariner's Sabine Royalty Trust position peaked at $374K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2025.

Based on Mariner's 13F filing for Q1 2025, filed 15 May 2025.