Viking Fund Management’s Texas Pacific Land TPL Stock Holding History

Viking Fund Management’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 Q3	$4.56M	Buy	14,000 +5,000	+56%	+$1.89M	0.4%	82
2026 Q2	$3.94M	Hold	9,000	–	–	0.35%	85
2026 Q1	$4.27M	Sell	9,000 -9,900	-52%	-$4.25M	0.44%	77
2025 Q4	$5.43M	Buy	18,900 +12,900	+215%	+$3.94M	0.63%	58
2025 Q3	$1.87M	Buy	6,000 +2,700	+82%	+$850K	0.23%	104
2025 Q2	$1.16M	Buy	3,300 +900	+38%	+$368K	0.16%	109
2025 Q1	$1.06M	Sell	2,400 -600	-20%	-$267K	0.15%	106
2024 Q4	$1.11M	Sell	3,000 -1,800	-38%	-$736K	0.17%	107
2024 Q3	$1.42M	Sell	4,800 -7,200	-60%	-$1.98M	0.23%	97
2024 Q2	$2.94M	Sell	12,000 -15,000	-56%	-$3.14M	0.53%	64
2024 Q1	$5.21M	Buy	27,000 +5,400	+25%	+$927K	0.94%	37
2023 Q4	$3.77M	Buy	+21,600	New	+$4.1M	0.73%	50

Other funds holding TPL

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return

SMP

Santa Monica Partners Palm Beach Gardens, Florida $167M AUM 26.01% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Viking Fund Management's TPL Position: Q3 2026 in Review

Viking Fund Management increased its Texas Pacific Land (TPL) stake by 56% in Q3 2026, buying an estimated $1.89M and bringing the position to 14,000 shares worth $4.56M. The position accounts for 0.4% of the portfolio, ranked #82.

Viking Fund Management first reported a position in TPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.43M in Q4 2025. 282 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Viking Fund Management held 14,000 shares of Texas Pacific Land worth $4.56M as of Q3 2026.
Viking Fund Management bought 5,000 Texas Pacific Land shares in Q3 2026, an estimated $1.89M.
Texas Pacific Land made up 0.4% of Viking Fund Management's portfolio in Q3 2026, its #82 holding.
Viking Fund Management first reported a position in Texas Pacific Land in Q4 2023 and has held it in 12 quarters since.
Viking Fund Management's Texas Pacific Land position peaked at $5.43M in Q4 2025.
282 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Viking Fund Management's 13F filing for Q3 2026, filed 14 Oct 2026.