SA
SoftVest Advisors Portfolio holdings
AUM
$481M
1-Year Est. Return
12.68%
1 Year Est. Return
+12.68%
AUM
$481M
AUM Growth
-$11.9M
(-2.4%)
Holding
5
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Texas Pacific Land
TPL
$20.8B
| $367M | 74.7% |
393,600
+300
|
|
||
|
PBT
2
Permian Basin Royalty Trust
PBT
$854M
| $113M | 23.07% |
6,217,107
+10,483
|
|
||
3
Alliance Resource Partners
ARLP
$3.12B
| – | – |
0
|
|
||
4
SPDR S&P 500 ETF Trust
SPY
$702B
| – | – |
0
|
|
||
5
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.83B
| – | – |
0
|
|