Sapient Capital’s Texas Pacific Land TPL Stock Holding History

Sapient Capital’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 Q2	$21M	Sell	47,945 -6	-0%	-$2.43K	0.27%	52
2026 Q1	$22.8M	Buy	47,951 +317	+0.7%	+$136K	0.34%	38
2025 Q4	$13.9M	Sell	47,634 -6,021	-11%	-$1.84M	0.2%	74
2025 Q3	$16.5M	Buy	53,655 +10,113	+23%	+$3.18M	0.25%	66
2025 Q2	$15.3M	Sell	43,542 -10,050	-19%	-$4.11M	0.27%	67
2025 Q1	$23.7M	Sell	53,592 -1,671	-3%	-$745K	0.47%	44
2024 Q4	$20.4M	Sell	55,263 -1,671	-3%	-$683K	0.39%	51
2024 Q3	$16.8M	Buy	56,934 +12,414	+28%	+$3.41M	0.34%	56
2024 Q2	$10.9M	Sell	44,520 -3	-0%	-$629	0.23%	70
2024 Q1	$8.59M	Sell	44,523 -36	-0.1%	-$6.18K	0.19%	82
2023 Q4	$7.79M	Buy	+44,559	New	+$8.47M	0.2%	82

Other funds holding TPL

HKAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sapient Capital's TPL Position: Q2 2026 in Review

Sapient Capital reduced its Texas Pacific Land (TPL) stake by 0.01% in Q2 2026, selling an estimated $2.43K and leaving 47,945 shares worth $21M. The position accounts for 0.27% of the portfolio, ranked #52.

Sapient Capital first reported a position in TPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.7M in Q1 2025. 872 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Sapient Capital held 47,945 shares of Texas Pacific Land worth $21M as of Q2 2026.
Sapient Capital sold 6 Texas Pacific Land shares in Q2 2026, an estimated $2.43K.
Texas Pacific Land made up 0.27% of Sapient Capital's portfolio in Q2 2026, its #52 holding.
Sapient Capital first reported a position in Texas Pacific Land in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's Texas Pacific Land position peaked at $23.7M in Q1 2025.
872 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.