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Waterloo Capital’s San Juan Basin Royalty Trust SJT Stock Holding History

Waterloo Capital’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,910
Closed -$71.3K – 480
2025
Q1 		$71.3K Hold
12,910
– – 0.01% 387
2024
Q4 		$49.4K Hold
12,910
– – 0.01% 360
2024
Q3 		$47.5K Buy
+12,910
New +$48.3K 0.01% 352

Other funds holding SJT

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waterloo Capital's SJT Position: Q2 2025 in Review

Waterloo Capital sold out of San Juan Basin Royalty Trust (SJT) in Q2 2025, closing a stake of 12,910 shares — an estimated $71.3K sold.

Waterloo Capital first reported a position in SJT in Q3 2024 and held it in 3 quarters. The position peaked at $71.3K in Q1 2025. 86 funds tracked by Wall St. Rank hold SJT as of Q2 2025.

  • Waterloo Capital reported no remaining San Juan Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Waterloo Capital sold 12,910 San Juan Basin Royalty Trust shares in Q2 2025, an estimated $71.3K.
  • Waterloo Capital first reported a position in San Juan Basin Royalty Trust in Q3 2024 and held it in 3 quarters.
  • Waterloo Capital's San Juan Basin Royalty Trust position peaked at $71.3K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2025.

Based on Waterloo Capital's 13F filing for Q2 2025, filed 12 Aug 2025.