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Summit Street Capital Management’s Texas Pacific Land TPL Stock Holding History

Summit Street Capital Management’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 		$14.8M Sell
33,918
-2,946
-8% -$1.19M 2.08% 29
2026
Q1 		$17.5M Hold
36,864
– – 2.47% 23
2025
Q4 		$10.6M Sell
36,864
-6,858
-16% -$2.09M 1.66% 30
2025
Q3 		$13.6M Hold
43,722
– – 1.87% 29
2025
Q2 		$15.4M Sell
43,722
-4,179
-9% -$1.71M 2.54% 25
2025
Q1 		$21.2M Sell
47,901
-36,114
-43% -$16.1M 3.52% 16
2024
Q4 		$31M Buy
84,015
+44,724
+114% +$18.3M 4.85% 2
2024
Q3 		$11.6M Sell
39,291
-3,966
-9% -$1.09M 4.14% 4
2024
Q2 		$10.6M Buy
43,257
+5,034
+13% +$1.06M 3.87% 8
2024
Q1 		$7.37M Buy
38,223
+6,588
+21% +$1.13M 2.83% 18
2023
Q4 		$5.53M Hold
31,635
– – 2.34% 26
2023
Q3 		$6.41M Hold
31,635
– – 2.86% 19
2023
Q2 		$4.63M Buy
31,635
+4,599
+17% +$737K 2.18% 26
2023
Q1 		$5.11M Sell
27,036
-3,987
-13% -$830K 2.72% 24
2022
Q4 		$8.08M Hold
31,023
– – 5.1% 2
2022
Q3 		$6.13M Sell
31,023
-7,110
-19% -$1.37M 4.25% 5
2022
Q2 		$6.3M Hold
38,133
– – 4.14% 6
2022
Q1 		$5.73M Hold
38,133
– – 3.46% 12
2021
Q4 		$5.29M Hold
38,133
– – 3.3% 12
2021
Q3 		$5.12M Hold
38,133
– – 3.41% 10
2021
Q2 		$6.78M Sell
38,133
-23,490
-38% -$4.09M 4.34% 3
2021
Q1 		$10.9M Hold
61,623
– – 7.06% 2
2020
Q4 		$4.98M Hold
61,623
– – 3.72% 8
2020
Q3 		$3.09M Hold
61,623
– – 2.74% 15
2020
Q2 		$4.07M Buy
61,623
+5,724
+10% +$352K 3.41% 5
2020
Q1 		$2.36M Buy
+55,899
New +$4.09M 2.55% 18

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Street Capital Management's TPL Position: Q2 2026 in Review

Summit Street Capital Management reduced its Texas Pacific Land (TPL) stake by 8% in Q2 2026, selling an estimated $1.19M and leaving 33,918 shares worth $14.8M. The position accounts for 2.08% of the portfolio, ranked #29.

Summit Street Capital Management first reported a position in TPL in Q1 2020 and has held it in 26 quarters since. The position peaked at $31M in Q4 2024. 873 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Summit Street Capital Management held 33,918 shares of Texas Pacific Land worth $14.8M as of Q2 2026.
  • Summit Street Capital Management sold 2,946 Texas Pacific Land shares in Q2 2026, an estimated $1.19M.
  • Texas Pacific Land made up 2.08% of Summit Street Capital Management's portfolio in Q2 2026, its #29 holding.
  • Summit Street Capital Management first reported a position in Texas Pacific Land in Q1 2020 and has held it in 26 quarters since.
  • Summit Street Capital Management's Texas Pacific Land position peaked at $31M in Q4 2024.
  • 873 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Summit Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.