Pingora Partners’s San Juan Basin Royalty Trust SJT Stock Holding History

Pingora Partners’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434K	Hold	135,057	–	–	0.25%	55
2026 Q1	$648K	Hold	135,057	–	–	0.38%	45
2025 Q4	$759K	Buy	135,057 +71,111	+111%	+$412K	0.46%	40
2025 Q3	$386K	Hold	63,946	–	–	0.26%	53
2025 Q2	$382K	Sell	63,946 -208,842	-77%	-$1.27M	0.29%	50
2025 Q1	$1.51M	Sell	272,788 -6,900	-2%	-$32.5K	1.12%	21
2024 Q4	$1.07M	Buy	279,688 +2,300	+0.8%	+$9.2K	0.7%	29
2024 Q3	$1.02M	Hold	277,388	–	–	0.72%	28
2024 Q2	$1.12M	Sell	277,388 -8,400	-3%	-$36.9K	0.79%	25
2024 Q1	$1.51M	Hold	285,788	–	–	1.11%	18
2023 Q4	$1.45M	Buy	+285,788	New	+$1.91M	1.28%	12

Other funds holding SJT

HKAM

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

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

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pingora Partners's SJT Position: Q2 2026 in Review

Pingora Partners held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 135,057 shares worth $434K. The position accounts for 0.25% of the portfolio, ranked #55.

Pingora Partners first reported a position in SJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q1 2024. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Pingora Partners held 135,057 shares of San Juan Basin Royalty Trust worth $434K as of Q2 2026.
Pingora Partners left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
San Juan Basin Royalty Trust made up 0.25% of Pingora Partners's portfolio in Q2 2026, its #55 holding.
Pingora Partners first reported a position in San Juan Basin Royalty Trust in Q4 2023 and has held it in 11 quarters since.
Pingora Partners's San Juan Basin Royalty Trust position peaked at $1.51M in Q1 2024.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Pingora Partners's 13F filing for Q2 2026, filed 14 Aug 2026.