MS
WBI

Murray Stahl’s WaterBridge Infrastructure LLC WBI Stock Holding History

Murray Stahl’s Portfolio WBI Stock Details WBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262M Buy
7,650,237
+308,090
+4% +$8.97M 2.97% 6
2026
Q1 		$197M Buy
7,342,147
+504,627
+7% +$12M 2.13% 6
2025
Q4 		$137M Buy
6,837,520
+483,214
+8% +$11.2M 1.85% 7
2025
Q3 		$160M Buy
+6,354,306
New +$149M 1.95% 7

Other funds holding WBI

DE
Devon Energy Houston, Texas $1.59B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Murray Stahl's WBI Position: Q2 2026 in Review

Murray Stahl increased its WaterBridge Infrastructure LLC (WBI) stake by 4.2% in Q2 2026, buying an estimated $8.97M and bringing the position to 7,650,237 shares worth $262M. The position accounts for 2.97% of the portfolio, ranked #6.

Murray Stahl first reported a position in WBI in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Murray Stahl held 7,650,237 shares of WaterBridge Infrastructure LLC worth $262M as of Q2 2026.
  • Murray Stahl bought 308,090 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $8.97M.
  • WaterBridge Infrastructure LLC made up 2.97% of Murray Stahl's portfolio in Q2 2026, its #6 holding.
  • Murray Stahl first reported a position in WaterBridge Infrastructure LLC in Q3 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.