North Point Portfolio Managers’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 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