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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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