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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
Q1 		$194M Buy
+409,100
New +$176M 22.26% 2

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

SoftVest Advisors's TPL Position: Q1 2026 in Review

SoftVest Advisors reduced its Texas Pacific Land (TPL) stake by 10% in Q1 2026, selling an estimated $51M and leaving 1,062,099 shares worth $504M. The position accounts for 57.8% of the portfolio, ranked #1.

SoftVest Advisors first reported a position in TPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $521M in Q1 2025. 861 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • SoftVest Advisors held 1,062,099 shares of Texas Pacific Land worth $504M as of Q1 2026.
  • SoftVest Advisors sold 118,701 Texas Pacific Land shares in Q1 2026, an estimated $51M.
  • Texas Pacific Land made up 57.8% of SoftVest Advisors's portfolio in Q1 2026, its #1 holding.
  • SoftVest Advisors first reported a position in Texas Pacific Land in Q4 2019 and has held it in 26 quarters since.
  • SoftVest Advisors's Texas Pacific Land position peaked at $521M in Q1 2025.
  • 861 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on SoftVest Advisors's 13F filing for Q1 2026, filed 15 May 2026.