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Westwind Capital’s Texas Pacific Land TPL Stock Holding History

Westwind 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
2026
Q2 		$14.7M Buy
33,540
+13,263
+65% +$5.38M 3.48% 10
2026
Q1 		$9.62M Buy
20,277
+488
+2% +$210K 2.31% 19
2025
Q4 		$5.68M Sell
19,789
-1,655
-8% -$505K 1.16% 23
2025
Q3 		$6.67M Buy
21,444
+1,053
+5% +$332K 1.39% 24
2025
Q2 		$7.18M Buy
+20,391
New +$8.34M 1.47% 23
2024
Q3 		– Sell
-19,899
Closed -$11M – 51
2024
Q2 		$11M Sell
19,899
-26,067
-57% -$5.46M 2.74% 17
2024
Q1 		$8.87M Buy
45,966
+1,083
+2% +$186K 2.25% 19
2023
Q4 		$7.84M Buy
44,883
+648
+1% +$123K 2.14% 17
2023
Q3 		$8.96M Buy
44,235
+576
+1% +$109K 2.76% 17
2023
Q2 		$6.38M Buy
+43,659
New +$7M 1.79% 20
2022
Q4 		– Sell
-19,215
Closed -$3.79M – 45
2022
Q3 		$3.79M Buy
+19,215
New +$3.7M 1.33% 21

Other funds holding TPL

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YG
York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Westwind Capital's TPL Position: Q2 2026 in Review

Westwind Capital increased its Texas Pacific Land (TPL) stake by 65% in Q2 2026, buying an estimated $5.38M and bringing the position to 33,540 shares worth $14.7M. The position accounts for 3.48% of the portfolio, ranked #10.

Westwind Capital first reported a position in TPL in Q3 2022 and has held it in 11 quarters since. 322 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Westwind Capital held 33,540 shares of Texas Pacific Land worth $14.7M as of Q2 2026.
  • Westwind Capital bought 13,263 Texas Pacific Land shares in Q2 2026, an estimated $5.38M.
  • Texas Pacific Land made up 3.48% of Westwind Capital's portfolio in Q2 2026, its #10 holding.
  • Westwind Capital first reported a position in Texas Pacific Land in Q3 2022 and has held it in 11 quarters since.
  • 322 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.