SoftVest Advisors’s Texas Pacific Land TPL Stock Holding History

SoftVest Advisors’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	$465M	Hold	1,062,099	–	–	50.47%	1
2026 Q1	$504M	Sell	1,062,099 -118,701	-10%	-$51M	57.8%	1
2025 Q4	$339M	Hold	1,180,800	–	–	74.51%	1
2025 Q3	$367M	Buy	1,180,800 +900	+0.1%	+$283K	74.7%	1
2025 Q2	$415M	Hold	1,179,900	–	–	52.24%	1
2025 Q1	$521M	Hold	1,179,900	–	–	46.47%	1
2024 Q4	$435M	Hold	1,179,900	–	–	43.79%	1
2024 Q3	$348M	Hold	1,179,900	–	–	57.73%	1
2024 Q2	$289M	Hold	1,179,900	–	–	81.28%	1
2024 Q1	$228M	Buy	1,179,900 +5,400	+0.5%	+$927K	76.88%	1
2023 Q4	$205M	Hold	1,174,500	–	–	68.35%	1
2023 Q3	$238M	Hold	1,174,500	–	–	65.86%	1
2023 Q2	$172M	Hold	1,174,500	–	–	59.32%	1
2023 Q1	$222M	Hold	1,174,500	–	–	68.46%	1
2022 Q4	$306M	Hold	1,174,500	–	–	71.2%	1
2022 Q3	$232M	Hold	1,174,500	–	–	71.97%	1
2022 Q2	$194M	Hold	1,174,500	–	–	67.49%	1
2022 Q1	$176M	Hold	1,174,500	–	–	64.54%	1
2021 Q4	$163M	Hold	1,174,500	–	–	49.38%	1
2021 Q3	$158M	Hold	1,174,500	–	–	70.38%	1
2021 Q2	$209M	Hold	1,174,500	–	–	81.64%	1
2021 Q1	$207M	Hold	1,174,500	–	–	61.21%	1
2020 Q4	$94.9M	Hold	1,174,500	–	–	42.29%	2
2020 Q3	$58.9M	Hold	1,174,500	–	–	27.25%	2
2020 Q2	$77.6M	Hold	1,174,500	–	–	40.55%	2
2020 Q1	$49.6M	Hold	1,174,500	–	–	31.33%	2
2019 Q4	$102M	Buy	+1,174,500	New	+$85.9M	58.01%	1

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SoftVest Advisors's TPL Position: Q2 2026 in Review

SoftVest Advisors held its Texas Pacific Land (TPL) position steady in Q2 2026 at 1,062,099 shares worth $465M. The position accounts for 50.47% of the portfolio, ranked #1.

SoftVest Advisors first reported a position in TPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $521M in Q1 2025. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

SoftVest Advisors held 1,062,099 shares of Texas Pacific Land worth $465M as of Q2 2026.
SoftVest Advisors left its Texas Pacific Land share count unchanged in Q2 2026.
Texas Pacific Land made up 50.47% of SoftVest Advisors's portfolio in Q2 2026, its #1 holding.
SoftVest Advisors first reported a position in Texas Pacific Land in Q4 2019 and has held it in 27 quarters since.
SoftVest Advisors's Texas Pacific Land position peaked at $521M in Q1 2025.
873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on SoftVest Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.