Tom Gayner’s Texas Pacific Land TPL Stock Holding History

Tom Gayner’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
2022 Q4	–	Sell	-71,100	Closed	-$14M	–	135
2022 Q3	$14M	Hold	71,100	–	–	0.21%	81
2022 Q2	$11.8M	Hold	71,100	–	–	0.17%	89
2022 Q1	$10.7M	Hold	71,100	–	–	0.13%	92
2021 Q4	$9.87M	Buy	71,100 +9,000	+14%	+$1.26M	0.11%	93
2021 Q3	$8.35M	Buy	62,100 +21,600	+53%	+$3.36M	0.11%	96
2021 Q2	$7.2M	Buy	+40,500	New	+$7.05M	0.09%	97

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Tom Gayner's TPL Position: Q4 2022 in Review

Tom Gayner sold out of Texas Pacific Land (TPL) in Q4 2022, closing a stake of 71,100 shares — an estimated $14M sold.

Tom Gayner first reported a position in TPL in Q2 2021 and held it in 6 quarters. The position peaked at $14M in Q3 2022. 483 funds tracked by Wall St. Rank hold TPL as of Q4 2022.

Tom Gayner reported no remaining Texas Pacific Land position as of Q4 2022 after selling out during the quarter.
Tom Gayner sold 71,100 Texas Pacific Land shares in Q4 2022, an estimated $14M.
Tom Gayner first reported a position in Texas Pacific Land in Q2 2021 and held it in 6 quarters.
Tom Gayner's Texas Pacific Land position peaked at $14M in Q3 2022.
483 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2022.

Based on Markel Group's 13F filing for Q4 2022, filed 3 Feb 2023.