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Mill Road Capital Management’s Kimbell Royalty Partners KRP Stock Holding History

Mill Road Capital Management’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Sell
215,495
-5,800
-3% -$86.4K 1.55% 16
2026
Q1 		$3.2M Sell
221,295
-316,900
-59% -$4.34M 1.68% 15
2025
Q4 		$6.33M Sell
538,195
-70,000
-12% -$897K 3.76% 9
2025
Q3 		$8.2M Sell
608,195
-68,000
-10% -$956K 4.27% 8
2025
Q2 		$9.44M Sell
676,195
-226,003
-25% -$2.96M 6.05% 8
2025
Q1 		$12.6M Sell
902,198
-10,100
-1% -$153K 7.17% 6
2024
Q4 		$14.8M Sell
912,298
-334,179
-27% -$5.36M 7.11% 6
2024
Q3 		$20.1M Sell
1,246,477
-244,903
-16% -$3.94M 9.54% 2
2024
Q2 		$24.4M Sell
1,491,380
-422,485
-22% -$6.87M 13% 2
2024
Q1 		$29.7M Buy
1,913,865
+28,100
+1% +$427K 12.91% 2
2023
Q4 		$28.4M Buy
1,885,765
+243,761
+15% +$3.82M 12.96% 2
2023
Q3 		$26.3M Buy
1,642,004
+90,740
+6% +$1.38M 13.82% 1
2023
Q2 		$22.8M Hold
1,551,264
– – 12.35% 2
2023
Q1 		$23.6M Buy
1,551,264
+211,400
+16% +$3.31M 12.16% 2
2022
Q4 		$22.4M Sell
1,339,864
-514,400
-28% -$9.04M 12.23% 2
2022
Q3 		$31.5M Sell
1,854,264
-126,020
-6% -$2.16M 15.03% 1
2022
Q2 		$31.1M Hold
1,980,284
– – 12.99% 1
2022
Q1 		$32.2M Buy
1,980,284
+136,600
+7% +$2.12M 11.97% 2
2021
Q4 		$25.1M Buy
1,843,684
+560,880
+44% +$8.03M 8.36% 3
2021
Q3 		$18.1M Buy
1,282,804
+730,087
+132% +$8.7M 5.96% 4
2021
Q2 		$7.1M Buy
552,717
+168,120
+44% +$2M 2.39% 11
2021
Q1 		$3.9M Buy
+384,597
New +$3.71M 1.29% 14

Other funds holding KRP

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mill Road Capital Management's KRP Position: Q2 2026 in Review

Mill Road Capital Management reduced its Kimbell Royalty Partners (KRP) stake by 2.6% in Q2 2026, selling an estimated $86.4K and leaving 215,495 shares worth $3.13M. The position accounts for 1.55% of the portfolio, ranked #16.

Mill Road Capital Management first reported a position in KRP in Q1 2021 and has held it in 22 quarters since. The position peaked at $32.2M in Q1 2022. 212 funds tracked by Wall St. Rank hold KRP as of Q2 2026.

  • Mill Road Capital Management held 215,495 shares of Kimbell Royalty Partners worth $3.13M as of Q2 2026.
  • Mill Road Capital Management sold 5,800 Kimbell Royalty Partners shares in Q2 2026, an estimated $86.4K.
  • Kimbell Royalty Partners made up 1.55% of Mill Road Capital Management's portfolio in Q2 2026, its #16 holding.
  • Mill Road Capital Management first reported a position in Kimbell Royalty Partners in Q1 2021 and has held it in 22 quarters since.
  • Mill Road Capital Management's Kimbell Royalty Partners position peaked at $32.2M in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2026.

Based on Mill Road Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.