MIM

Meixler Investment Management Portfolio holdings

AUM $165M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$1.82M
2
+$1.71M
3
+$1.69M
4
PAG icon
Penske Automotive Group
PAG
+$1.18M
5
NRP icon
Natural Resource Partners
NRP
+$1.07M

Top Sells

1
+$948K
2
+$817K
3
+$614K
4
PHYS icon
Sprott Physical Gold
PHYS
+$566K
5
SKYH icon
Sky Harbour Group
SKYH
+$438K

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
$6.97B
$609K 0.37%
20,798
-1,944
RGLD icon
52
Royal Gold
RGLD
$21.4B
$603K 0.37%
+3,007
OMAB icon
53
Grupo Aeroportuario Centro Norte
OMAB
$5.62B
$588K 0.36%
5,665
-196
QCOM icon
54
Qualcomm
QCOM
$159B
$573K 0.35%
3,442
+152
GBTC icon
55
Grayscale Bitcoin Trust
GBTC
$30.8B
$537K 0.33%
5,977
-222
TPL icon
56
Texas Pacific Land
TPL
$30.3B
$527K 0.32%
1,692
-552
BTU icon
57
Peabody Energy
BTU
$3.24B
$524K 0.32%
19,759
-9,531
ALTG icon
58
Alta Equipment Group
ALTG
$242M
$523K 0.32%
72,192
+38,875
TRP icon
59
TC Energy
TRP
$64.6B
$518K 0.32%
9,528
-442
TIPT icon
60
Tiptree Inc
TIPT
$651M
$512K 0.31%
26,711
-375
MELI icon
61
Mercado Libre
MELI
$93B
$509K 0.31%
218
+34
CRESY
62
Cresud
CRESY
$782M
$493K 0.3%
53,996
-105
ATKR icon
63
Atkore
ATKR
$2.55B
$483K 0.3%
7,700
+2,474
SII
64
Sprott
SII
$3.37B
$481K 0.29%
5,776
-945
IBIT icon
65
iShares Bitcoin Trust
IBIT
$62B
$462K 0.28%
7,111
-394
PSLV icon
66
Sprott Physical Silver Trust
PSLV
$15.7B
$442K 0.27%
28,165
-75
HCC icon
67
Warrior Met Coal
HCC
$4.58B
$435K 0.27%
6,840
-5,096
REXR icon
68
Rexford Industrial Realty
REXR
$8.03B
$431K 0.26%
10,494
+1,288
BRKR icon
69
Bruker
BRKR
$5.56B
$422K 0.26%
12,983
+530
MOS icon
70
The Mosaic Company
MOS
$7.63B
$414K 0.25%
11,944
-1,551
ARW icon
71
Arrow Electronics
ARW
$9.55B
$411K 0.25%
3,396
+82
GOOG icon
72
Alphabet (Google) Class C
GOOG
$4.14T
$381K 0.23%
1,565
+59
BG icon
73
Bunge Global
BG
$24.2B
$380K 0.23%
4,680
-1,286
HGTY icon
74
Hagerty
HGTY
$1.08B
$351K 0.22%
29,115
-180
AAPL icon
75
Apple
AAPL
$3.98T
$347K 0.21%
1,362
+15
1 2
3
4 5