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Waverton Investment Management’s Texas Pacific Land TPL Stock Holding History

Waverton Investment 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
2025
Q4 		– Sell
-21,966
Closed -$6.83M – 86
2025
Q3 		$6.83M Hold
21,966
– – 0.09% 48
2025
Q2 		$7.74M Hold
21,966
– – 0.11% 51
2025
Q1 		$9.7M Hold
21,966
– – 0.15% 49
2024
Q4 		$8.11M Sell
21,966
-20,532
-48% -$8.39M 0.13% 48
2024
Q3 		$12.5M Buy
42,498
+6,480
+18% +$1.78M 0.21% 45
2024
Q2 		$8.81M Hold
36,018
– – 0.17% 47
2024
Q1 		$6.94M Buy
36,018
+5,031
+16% +$863K 0.14% 48
2023
Q4 		$5.42M Buy
+30,987
New +$5.89M 0.13% 49

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Waverton Investment Management's TPL Position: Q4 2025 in Review

Waverton Investment Management sold out of Texas Pacific Land (TPL) in Q4 2025, closing a stake of 21,966 shares — an estimated $6.83M sold.

Waverton Investment Management first reported a position in TPL in Q4 2023 and held it in 8 quarters. The position peaked at $12.5M in Q3 2024. 731 funds tracked by Wall St. Rank hold TPL as of Q4 2025.

  • Waverton Investment Management reported no remaining Texas Pacific Land position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 21,966 Texas Pacific Land shares in Q4 2025, an estimated $6.83M.
  • Waverton Investment Management first reported a position in Texas Pacific Land in Q4 2023 and held it in 8 quarters.
  • Waverton Investment Management's Texas Pacific Land position peaked at $12.5M in Q3 2024.
  • 731 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.