North Point Portfolio Managers
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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
Q3 		$8.93M Sell
27,407
-777
-3% -$293K 1.5% 30
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 		$9.7M 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

York GP
York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

North Point Portfolio Managers's TPL Position: Q3 2026 in Review

North Point Portfolio Managers reduced its Texas Pacific Land (TPL) stake by 2.8% in Q3 2026, selling an estimated $293K and leaving 27,407 shares worth $8.93M. The position accounts for 1.5% of the portfolio, ranked #30.

North Point Portfolio Managers first reported a position in TPL in Q3 2023 and has held it in 13 quarters since. The position peaked at $16.3M in Q1 2025. 177 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • North Point Portfolio Managers held 27,407 shares of Texas Pacific Land worth $8.93M as of Q3 2026.
  • North Point Portfolio Managers sold 777 Texas Pacific Land shares in Q3 2026, an estimated $293K.
  • Texas Pacific Land made up 1.5% of North Point Portfolio Managers's portfolio in Q3 2026, its #30 holding.
  • North Point Portfolio Managers first reported a position in Texas Pacific Land in Q3 2023 and has held it in 13 quarters since.
  • North Point Portfolio Managers's Texas Pacific Land position peaked at $16.3M in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.