MSRH LLC’s Texas Pacific Land TPL Stock Holding History

MSRH LLC’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	$70.9M	Sell	149,458 -772	-0.5%	-$332K	62.83%	1
2025 Q4	$43.1M	Buy	+150,230	New	+$45.9M	48.16%	1

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

MSRH LLC's TPL Position: Q1 2026 in Review

MSRH LLC reduced its Texas Pacific Land (TPL) stake by 0.51% in Q1 2026, selling an estimated $332K and leaving 149,458 shares worth $70.9M. The position accounts for 62.83% of the portfolio, ranked #1.

MSRH LLC first reported a position in TPL in Q4 2025 and has held it in 2 quarters since. 860 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

MSRH LLC held 149,458 shares of Texas Pacific Land worth $70.9M as of Q1 2026.
MSRH LLC sold 772 Texas Pacific Land shares in Q1 2026, an estimated $332K.
Texas Pacific Land made up 62.83% of MSRH LLC's portfolio in Q1 2026, its #1 holding.
MSRH LLC first reported a position in Texas Pacific Land in Q4 2025 and has held it in 2 quarters since.
860 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on MSRH LLC's 13F filing for Q1 2026, filed 11 May 2026.