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TMB Capital Partners’s Texas Pacific Land TPL Stock Holding History

TMB Capital Partners’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 		$8.99M Sell
20,544
-1,994
-9% -$808K 2.8% 7
2026
Q1 		$10.7M Sell
22,538
-3,022
-12% -$1.3M 3.6% 4
2025
Q4 		$7.34M Buy
+25,560
New +$7.81M 2.51% 8

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

TMB Capital Partners's TPL Position: Q2 2026 in Review

TMB Capital Partners reduced its Texas Pacific Land (TPL) stake by 8.8% in Q2 2026, selling an estimated $808K and leaving 20,544 shares worth $8.99M. The position accounts for 2.8% of the portfolio, ranked #7.

TMB Capital Partners first reported a position in TPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q1 2026. 871 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • TMB Capital Partners held 20,544 shares of Texas Pacific Land worth $8.99M as of Q2 2026.
  • TMB Capital Partners sold 1,994 Texas Pacific Land shares in Q2 2026, an estimated $808K.
  • Texas Pacific Land made up 2.8% of TMB Capital Partners's portfolio in Q2 2026, its #7 holding.
  • TMB Capital Partners first reported a position in Texas Pacific Land in Q4 2025 and has held it in 3 quarters since.
  • TMB Capital Partners's Texas Pacific Land position peaked at $10.7M in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on TMB Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.