PAIM
SJT

Punch & Associates Investment Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Punch & Associates Investment Management’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
Q1 		$4.52M Buy
939,225
+239,225
+34% +$1.31M 0.26% 107
2025
Q4 		$3.93M Buy
700,000
+256,299
+58% +$1.48M 0.23% 109
2025
Q3 		$2.68M Buy
+443,701
New +$2.61M 0.16% 127

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Punch & Associates Investment Management's SJT Position: Q1 2026 in Review

Punch & Associates Investment Management increased its San Juan Basin Royalty Trust (SJT) stake by 34% in Q1 2026, buying an estimated $1.31M and bringing the position to 939,225 shares worth $4.52M. The position accounts for 0.26% of the portfolio, ranked #107.

Punch & Associates Investment Management first reported a position in SJT in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Punch & Associates Investment Management held 939,225 shares of San Juan Basin Royalty Trust worth $4.52M as of Q1 2026.
  • Punch & Associates Investment Management bought 239,225 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $1.31M.
  • San Juan Basin Royalty Trust made up 0.26% of Punch & Associates Investment Management's portfolio in Q1 2026, its #107 holding.
  • Punch & Associates Investment Management first reported a position in San Juan Basin Royalty Trust in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.