True North Advisors’s Texas Pacific Land TPL Stock Holding History

True North 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 Q2	$4.14M	Buy	+9,463	New	+$3.84M	0.4%	49
2026 Q1	–	Sell	-10,024	Closed	-$2.88M	–	282
2025 Q4	$2.88M	Sell	10,024 -11	-0.1%	-$3.36K	0.37%	47
2025 Q3	$3.12M	Buy	10,035 +27	+0.3%	+$8.5K	0.5%	33
2025 Q2	$3.52M	Sell	10,008 -534	-5%	-$218K	0.68%	28
2025 Q1	$4.66M	Sell	10,542 -1,665	-14%	-$742K	0.83%	23
2024 Q4	$4.5M	Sell	12,207 -990	-8%	-$405K	1.06%	14
2024 Q3	$3.89M	Sell	13,197 -2,757	-17%	-$757K	1.02%	15
2024 Q2	$3.9M	Buy	+15,954	New	+$3.34M	1.04%	14
2023 Q2	–	Sell	-18,027	Closed	-$3.41M	–	236
2023 Q1	$3.41M	Buy	+18,027	New	+$3.75M	1%	16

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True North Advisors's TPL Position: Q2 2026 in Review

True North Advisors opened a new position in Texas Pacific Land (TPL) in Q2 2026: 9,463 shares worth $4.14M. The stake represents 0.4% of the portfolio and ranks #49 among its holdings. This is a return to the name: True North Advisors previously reported a position in TPL as recently as Q4 2025.

True North Advisors first reported a position in TPL in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.66M in Q1 2025. 869 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

True North Advisors held 9,463 shares of Texas Pacific Land worth $4.14M as of Q2 2026.
Texas Pacific Land was a new True North Advisors position in Q2 2026.
Texas Pacific Land made up 0.4% of True North Advisors's portfolio in Q2 2026, its #49 holding.
True North Advisors first reported a position in Texas Pacific Land in Q1 2023 and has held it in 9 quarters since.
True North Advisors's Texas Pacific Land position peaked at $4.66M in Q1 2025.
869 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.