York GP’s Texas Pacific Land TPL Stock Holding History

York GP’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	$118M	Hold	268,600	–	–	93.04%	1
2026 Q1	$127M	Sell	268,600 -2,000	-0.7%	-$859K	99.82%	1
2025 Q4	$77.7M	Sell	270,600 -4,500	-2%	-$1.37M	99.67%	1
2025 Q3	$85.6M	Sell	275,100 -1,779	-0.6%	-$560K	93.09%	1
2025 Q2	$97.5M	Buy	276,879 +312	+0.1%	+$128K	93.39%	1
2025 Q1	$122M	Buy	276,567 +267	+0.1%	+$119K	99.17%	1
2024 Q4	$102M	Buy	+276,300	New	+$113M	95.69%	1
2023 Q4	$66.7M	Hold	381,600	–	–	92.18%	1
2023 Q3	$77.3M	Buy	381,600 +540	+0.1%	+$102K	92.23%	1
2023 Q2	$55.7M	Buy	381,060 +675	+0.2%	+$108K	90.76%	1
2023 Q1	$71.9M	Buy	+380,385	New	+$79.2M	92.33%	1

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

York GP's TPL Position: Q2 2026 in Review

York GP held its Texas Pacific Land (TPL) position steady in Q2 2026 at 268,600 shares worth $118M. The position accounts for 93.04% of the portfolio, ranked #1.

York GP first reported a position in TPL in Q1 2023 and has held it in 11 quarters since. The position peaked at $127M in Q1 2026. 872 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

York GP held 268,600 shares of Texas Pacific Land worth $118M as of Q2 2026.
York GP left its Texas Pacific Land share count unchanged in Q2 2026.
Texas Pacific Land made up 93.04% of York GP's portfolio in Q2 2026, its #1 holding.
York GP first reported a position in Texas Pacific Land in Q1 2023 and has held it in 11 quarters since.
York GP's Texas Pacific Land position peaked at $127M in Q1 2026.
872 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on York GP's 13F filing for Q2 2026, filed 22 Jul 2026.