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 Q3	$9.2M	Sell	28,239 -5,301	-16%	-$2M	2.16%	16
2026 Q2	$14.7M	Buy	33,540 +13,263	+65%	+$5.38M	3.48%	10
2026 Q1	$9.6M	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

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

Westwind Capital's TPL Position: Q3 2026 in Review

Westwind Capital reduced its Texas Pacific Land (TPL) stake by 16% in Q3 2026, selling an estimated $2M and leaving 28,239 shares worth $9.2M. The position accounts for 2.16% of the portfolio, ranked #16.

Westwind Capital first reported a position in TPL in Q3 2022 and has held it in 12 quarters since. The position peaked at $14.7M in Q2 2026. 282 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Westwind Capital held 28,239 shares of Texas Pacific Land worth $9.2M as of Q3 2026.
Westwind Capital sold 5,301 Texas Pacific Land shares in Q3 2026, an estimated $2M.
Texas Pacific Land made up 2.16% of Westwind Capital's portfolio in Q3 2026, its #16 holding.
Westwind Capital first reported a position in Texas Pacific Land in Q3 2022 and has held it in 12 quarters since.
Westwind Capital's Texas Pacific Land position peaked at $14.7M in Q2 2026.
282 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.