TwinBeech Capital’s Texas Pacific Land TPL Stock Holding History

TwinBeech Capital’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
2025 Q3	–	Sell	-93,279	Closed	-$32.8M	–	845
2025 Q2	$32.8M	Buy	93,279 +85,992	+1,180%	+$35.2M	0.74%	37
2025 Q1	$3.22M	Buy	+7,287	New	+$3.25M	0.06%	319
2021 Q4	–	Sell	-9,252	Closed	-$1.24M	–	812
2021 Q3	$1.24M	Buy	+9,252	New	+$1.44M	0.09%	292

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

TwinBeech Capital's TPL Position: Q3 2025 in Review

TwinBeech Capital sold out of Texas Pacific Land (TPL) in Q3 2025, closing a stake of 93,279 shares — an estimated $32.8M sold.

TwinBeech Capital first reported a position in TPL in Q3 2021 and held it in 3 quarters. The position peaked at $32.8M in Q2 2025. 715 funds tracked by Wall St. Rank hold TPL as of Q3 2025.

TwinBeech Capital reported no remaining Texas Pacific Land position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 93,279 Texas Pacific Land shares in Q3 2025, an estimated $32.8M.
TwinBeech Capital first reported a position in Texas Pacific Land in Q3 2021 and held it in 3 quarters.
TwinBeech Capital's Texas Pacific Land position peaked at $32.8M in Q2 2025.
715 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.