MIM

Meixler Investment Management Portfolio holdings

AUM $163M
1-Year Est. Return 15.48%
This Quarter Est. Return
1 Year Est. Return
+15.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.64M
3
+$1.61M
4
PAG icon
Penske Automotive Group
PAG
+$1.15M
5
NRP icon
Natural Resource Partners
NRP
+$1.1M

Top Sells

1
+$1.15M
2
+$852K
3
+$759K
4
PHYS icon
Sprott Physical Gold
PHYS
+$631K
5
SKYH icon
Sky Harbour Group
SKYH
+$424K

Sector Composition

1 Energy 32.19%
2 Materials 13.69%
3 Financials 10.26%
4 Industrials 10.1%
5 Real Estate 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFPM icon
51
Triple Flag Precious Metals
TFPM
$7.16B
$609K 0.37%
20,798
-1,944
RGLD icon
52
Royal Gold
RGLD
$18.5B
$603K 0.37%
+3,007
OMAB icon
53
Grupo Aeroportuario Centro Norte
OMAB
$5.28B
$588K 0.36%
5,665
-196
QCOM icon
54
Qualcomm
QCOM
$191B
$573K 0.35%
3,442
+152
GBTC icon
55
Grayscale Bitcoin Trust
GBTC
$36B
$537K 0.33%
5,977
-222
TPL icon
56
Texas Pacific Land
TPL
$19.3B
$527K 0.32%
564
-184
BTU icon
57
Peabody Energy
BTU
$3.54B
$524K 0.32%
19,759
-9,531
ALTG icon
58
Alta Equipment Group
ALTG
$176M
$523K 0.32%
72,192
+38,875
TRP icon
59
TC Energy
TRP
$56.9B
$518K 0.32%
9,528
-442
TIPT icon
60
Tiptree Inc
TIPT
$678M
$512K 0.31%
26,711
-375
MELI icon
61
Mercado Libre
MELI
$102B
$509K 0.31%
218
+34
CRESY
62
Cresud
CRESY
$761M
$493K 0.3%
53,543
-104
ATKR icon
63
Atkore
ATKR
$2.18B
$483K 0.3%
7,700
+2,474
SII
64
Sprott
SII
$2.42B
$481K 0.29%
5,776
-945
IBIT icon
65
iShares Bitcoin Trust
IBIT
$70.2B
$462K 0.28%
7,111
-394
PSLV icon
66
Sprott Physical Silver Trust
PSLV
$12.3B
$442K 0.27%
28,165
-75
HCC icon
67
Warrior Met Coal
HCC
$4.38B
$435K 0.27%
6,840
-5,096
REXR icon
68
Rexford Industrial Realty
REXR
$9.61B
$431K 0.26%
10,494
+1,288
BRKR icon
69
Bruker
BRKR
$6.86B
$422K 0.26%
12,983
+530
MOS icon
70
The Mosaic Company
MOS
$8.32B
$414K 0.25%
11,944
-1,551
ARW icon
71
Arrow Electronics
ARW
$5.85B
$411K 0.25%
3,396
+82
GOOG icon
72
Alphabet (Google) Class C
GOOG
$3.75T
$381K 0.23%
1,565
+59
BG icon
73
Bunge Global
BG
$18B
$380K 0.23%
4,680
-1,286
HGTY icon
74
Hagerty
HGTY
$1.31B
$351K 0.21%
29,115
-180
AAPL icon
75
Apple
AAPL
$4.11T
$347K 0.21%
1,362
+15
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3
4 5