Millennium Management’s Texas Pacific Land TPL Stock Holding History

Millennium 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 Q1	$5.61M	Buy	11,831 +612	+5%	+$263K	﹤0.01%	2803
2025 Q4	$3.22M	Sell	11,219 -1,930	-15%	-$589K	﹤0.01%	3474
2025 Q3	$4.09M	Sell	13,149 -9,540	-42%	-$3M	﹤0.01%	3349
2025 Q2	$7.99M	Buy	22,689 +19,752	+673%	+$8.08M	﹤0.01%	2497
2025 Q1	$1.3M	Sell	2,937 -5,262	-64%	-$2.35M	﹤0.01%	4152
2024 Q4	$3.02M	Buy	+8,199	New	+$3.35M	﹤0.01%	3299
2024 Q2	–	Sell	-151,761	Closed	-$29.3M	–	6541
2024 Q1	$29.3M	Buy	151,761 +33,357	+28%	+$5.72M	0.01%	1218
2023 Q4	$20.7M	Sell	118,404 -137,025	-54%	-$26M	0.01%	1516
2023 Q3	$51.8M	Buy	255,429 +217,341	+571%	+$41M	0.03%	684
2023 Q2	$5.57M	Buy	+38,088	New	+$6.11M	﹤0.01%	2580
2023 Q1	–	Sell	-5,922	Closed	-$1.54M	–	6867
2022 Q4	$1.54M	Buy	+5,922	New	+$1.57M	﹤0.01%	3777
2022 Q3	–	Sell	-72,459	Closed	-$12M	–	7501
2022 Q2	$12M	Buy	+72,459	New	+$11.8M	0.01%	1817
2022 Q1	–	Sell	-4,959	Closed	-$688K	–	7495
2021 Q4	$688K	Sell	4,959 -28,593	-85%	-$3.99M	﹤0.01%	4762
2021 Q3	$4.51M	Buy	+33,552	New	+$5.22M	﹤0.01%	2967
2021 Q1	–	Sell	-105,408	Closed	-$8.52M	–	6515
2020 Q4	$8.52M	Buy	105,408 +90,468	+606%	+$5.74M	0.01%	1914
2020 Q3	$750	Sell	14,940 -7,560	-34%	-$451K	﹤0.01%	3331
2020 Q2	$1.49M	Buy	22,500 +5,094	+29%	+$313K	﹤0.01%	2741
2020 Q1	$735K	Buy	17,406 +12,123	+229%	+$888K	﹤0.01%	2652
2019 Q4	$459K	Buy	+5,283	New	+$386K	﹤0.01%	3437
2019 Q3	–	Sell	-5,679	Closed	-$497K	–	4561
2019 Q2	$497K	Sell	5,679 -2,484	-30%	-$223K	﹤0.01%	3241
2019 Q1	$702K	Sell	8,163 -51,930	-86%	-$4.06M	﹤0.01%	3064
2018 Q4	$3.62M	Buy	60,093 +54,144	+910%	+$3.9M	0.01%	1809
2018 Q3	$570K	Sell	5,949 -98,199	-94%	-$8.74M	﹤0.01%	3169
2018 Q2	$8.05M	Buy	104,148 +70,893	+213%	+$4.97M	0.01%	1476
2018 Q1	$1.87M	Buy	33,255 +15,435	+87%	+$883K	﹤0.01%	2358
2017 Q4	$884K	Sell	17,820 -11,007	-38%	-$501K	﹤0.01%	2775
2017 Q3	$1.29M	Sell	28,827 -111,276	-79%	-$4.45M	﹤0.01%	2390
2017 Q2	$4.57M	Buy	140,103 +10,836	+8%	+$350K	0.01%	1566
2017 Q1	$4.02M	Sell	129,267 -49,635	-28%	-$1.67M	0.01%	1581
2016 Q4	$5.9M	Buy	178,902 +170,802	+2,109%	+$5.35M	0.01%	1223
2016 Q3	$212K	Buy	+8,100	New	+$166K	﹤0.01%	2960

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management's TPL Position: Q1 2026 in Review

Millennium Management increased its Texas Pacific Land (TPL) stake by 5.5% in Q1 2026, buying an estimated $263K and bringing the position to 11,831 shares worth $5.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Millennium Management first reported a position in TPL in Q3 2016 and has held it in 31 quarters since. The position peaked at $51.8M in Q3 2023. 860 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

Millennium Management held 11,831 shares of Texas Pacific Land worth $5.61M as of Q1 2026.
Millennium Management bought 612 Texas Pacific Land shares in Q1 2026, an estimated $263K.
Texas Pacific Land made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2803 holding.
Millennium Management first reported a position in Texas Pacific Land in Q3 2016 and has held it in 31 quarters since.
Millennium Management's Texas Pacific Land position peaked at $51.8M in Q3 2023.
860 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.