Murray Stahl’s Texas Pacific Land TPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.29B | Sell |
9,802,899
-212,480
| -2% | -$86.1M | 48.64% | 1 |
|
|
2026
Q1 | $4.75B | Sell |
10,015,379
-318,383
| -3% | -$137M | 51.49% | 1 |
|
|
2025
Q4 | $2.97B | Sell |
10,333,762
-180,314
| -2% | -$55.1M | 40.14% | 1 |
|
|
2025
Q3 | $3.27B | Sell |
10,514,076
-218,517
| -2% | -$68.8M | 39.89% | 1 |
|
|
2025
Q2 | $3.78B | Sell |
10,732,593
-52,677
| -0.5% | -$21.5M | 44.81% | 1 |
|
|
2025
Q1 | $4.76B | Sell |
10,785,270
-34,467
| -0.3% | -$15.4M | 54.04% | 1 |
|
|
2024
Q4 | $3.99B | Sell |
10,819,737
-263,358
| -2% | -$108M | 49.66% | 1 |
|
|
2024
Q3 | $3.27B | Sell |
11,083,095
-186
| -0% | -$51.1K | 48.92% | 1 |
|
|
2024
Q2 | $2.71B | Sell |
11,083,281
-245,868
| -2% | -$51.5M | 47.4% | 1 |
|
|
2024
Q1 | $2.18B | Sell |
11,329,149
-719,646
| -6% | -$123M | 41.31% | 1 |
|
|
2023
Q4 | $2.11B | Sell |
12,048,795
-375,444
| -3% | -$71.3M | 44.08% | 1 |
|
|
2023
Q3 | $2.52B | Sell |
12,424,239
-210,564
| -2% | -$39.7M | 49.85% | 1 |
|
|
2023
Q2 | $1.85B | Sell |
12,634,803
-137,385
| -1% | -$22M | 39.8% | 1 |
|
|
2023
Q1 | $2.41B | Sell |
12,772,188
-127,314
| -1% | -$26.5M | 46.35% | 1 |
|
|
2022
Q4 | $3.36B | Sell |
12,899,502
-506,799
| -4% | -$134M | 55.44% | 1 |
|
|
2022
Q3 | $2.65B | Sell |
13,406,301
-144,774
| -1% | -$27.9M | 53.29% | 1 |
|
|
2022
Q2 | $2.24B | Sell |
13,551,075
-97,443
| -0.7% | -$15.9M | 46.91% | 1 |
|
|
2022
Q1 | $2.05B | Sell |
13,648,518
-8,577
| -0.1% | -$1.13M | 41.31% | 1 |
|
|
2021
Q4 | $1.9B | Sell |
13,657,095
-194,832
| -1% | -$27.2M | 41.72% | 1 |
|
|
2021
Q3 | $1.86B | Sell |
13,851,927
-73,944
| -0.5% | -$11.5M | 43.49% | 1 |
|
|
2021
Q2 | $2.48B | Sell |
13,925,871
-95,535
| -0.7% | -$16.6M | 50.42% | 1 |
|
|
2021
Q1 | $2.48B | Sell |
14,021,406
-435,231
| -3% | -$54.2M | 56.13% | 1 |
|
|
2020
Q4 | $1.17B | Sell |
14,456,637
-336,726
| -2% | -$21.4M | 38.89% | 1 |
|
|
2020
Q3 | $742M | Sell |
14,793,363
-520,641
| -3% | -$31.1M | 29.79% | 1 |
|
|
2020
Q2 | $1.01B | Sell |
15,314,004
-342,873
| -2% | -$21.1M | 36.62% | 1 |
|
|
2020
Q1 | $661M | Sell |
15,656,877
-317,043
| -2% | -$23.2M | 29.27% | 1 |
|
|
2019
Q4 | $1.39B | Sell |
15,973,920
-71,397
| -0.4% | -$5.22M | 39.34% | 1 |
|
|
2019
Q3 | $1.16B | Sell |
16,045,317
-72,711
| -0.5% | -$5.67M | 34.87% | 1 |
|
|
2019
Q2 | $1.41B | Sell |
16,118,028
-84,807
| -0.5% | -$7.61M | 38.95% | 1 |
|
|
2019
Q1 | $1.39B | Buy |
+16,202,835
| New | +$1.27B | 38.72% | 1 |
|
Other funds holding TPL
SA
Murray Stahl's TPL Position: Q2 2026 in Review
Murray Stahl reduced its Texas Pacific Land (TPL) stake by 2.1% in Q2 2026, selling an estimated $86.1M and leaving 9,802,899 shares worth $4.29B. The position accounts for 48.64% of the portfolio, ranked #1.
Murray Stahl first reported a position in TPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.76B in Q1 2025. 869 funds tracked by Wall St. Rank hold TPL as of Q2 2026.
- Murray Stahl held 9,802,899 shares of Texas Pacific Land worth $4.29B as of Q2 2026.
- Murray Stahl sold 212,480 Texas Pacific Land shares in Q2 2026, an estimated $86.1M.
- Texas Pacific Land made up 48.64% of Murray Stahl's portfolio in Q2 2026, its #1 holding.
- Murray Stahl first reported a position in Texas Pacific Land in Q1 2019 and has held it in 30 quarters since.
- Murray Stahl's Texas Pacific Land position peaked at $4.76B in Q1 2025.
- 869 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.
Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.