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
Q2 		$2.06M Sell
641,414
-297,811
-32% -$1.2M 0.1% 132
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 $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Punch & Associates Investment Management's SJT Position: Q2 2026 in Review

Punch & Associates Investment Management reduced its San Juan Basin Royalty Trust (SJT) stake by 32% in Q2 2026, selling an estimated $1.2M and leaving 641,414 shares worth $2.06M. The position accounts for 0.1% of the portfolio, ranked #132.

Punch & Associates Investment Management first reported a position in SJT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.52M in Q1 2026. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Punch & Associates Investment Management held 641,414 shares of San Juan Basin Royalty Trust worth $2.06M as of Q2 2026.
  • Punch & Associates Investment Management sold 297,811 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $1.2M.
  • San Juan Basin Royalty Trust made up 0.1% of Punch & Associates Investment Management's portfolio in Q2 2026, its #132 holding.
  • Punch & Associates Investment Management first reported a position in San Juan Basin Royalty Trust in Q3 2025 and has held it in 4 quarters since.
  • Punch & Associates Investment Management's San Juan Basin Royalty Trust position peaked at $4.52M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.