North Point Portfolio Managers’s Texas Pacific Land TPL Stock Holding History

North Point Portfolio Managers’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 Q2	$12.3M	Sell	28,184 -989	-3%	-$401K	2.04%	24
2026 Q1	$13.8M	Sell	29,173 -6,284	-18%	-$2.7M	2.47%	17
2025 Q4	$10.2M	Sell	35,457 -381	-1%	-$116K	1.72%	30
2025 Q3	$11.2M	Sell	35,838 -483	-1%	-$152K	1.84%	28
2025 Q2	$12.8M	Sell	36,321 -663	-2%	-$271K	2.19%	22
2025 Q1	$16.3M	Sell	36,984 -45	-0.1%	-$20.1K	2.86%	11
2024 Q4	$13.7M	Sell	37,029 -11,961	-24%	-$4.89M	2.38%	15
2024 Q3	$14.4M	Sell	48,990 -564	-1%	-$155K	2.32%	16
2024 Q2	$12.1M	Sell	49,554 -840	-2%	-$176K	2.13%	27
2024 Q1	$9.72M	Buy	50,394 +651	+1%	+$112K	1.64%	35
2023 Q4	$8.69M	Sell	49,743 -603	-1%	-$115K	1.58%	35
2023 Q3	$10.2M	Buy	+50,346	New	+$9.5M	2.09%	28

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

North Point Portfolio Managers's TPL Position: Q2 2026 in Review

North Point Portfolio Managers reduced its Texas Pacific Land (TPL) stake by 3.4% in Q2 2026, selling an estimated $401K and leaving 28,184 shares worth $12.3M. The position accounts for 2.04% of the portfolio, ranked #24.

North Point Portfolio Managers first reported a position in TPL in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.3M in Q1 2025. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

North Point Portfolio Managers held 28,184 shares of Texas Pacific Land worth $12.3M as of Q2 2026.
North Point Portfolio Managers sold 989 Texas Pacific Land shares in Q2 2026, an estimated $401K.
Texas Pacific Land made up 2.04% of North Point Portfolio Managers's portfolio in Q2 2026, its #24 holding.
North Point Portfolio Managers first reported a position in Texas Pacific Land in Q3 2023 and has held it in 12 quarters since.
North Point Portfolio Managers's Texas Pacific Land position peaked at $16.3M in Q1 2025.
873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.