New York, NYCIK 10568234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
322 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporati | 10.33M | $2.97B | 40.1% | +6.83M | Added |
| 2 | Grayscale Bitcoin Trust ETF | 14.11M | $964.81M | 13.0% | −67.6K | Reduced |
| 3 | Wheaton Precious Metals Corp | 2.49M | $293.04M | 4.0% | −298.6K | Reduced |
| 4 |
| 5.64M |
| $276.44M |
| 3.7% |
| +10.7K |
| Added |
| 5 | Hawaiian Elec Industries | 19.39M | $238.53M | 3.2% | +1.13M | Added |
| 6 | Franco Nev Corp | 968.1K | $200.67M | 2.7% | −44.3K | Reduced |
| 7 | Waterbridge Infrastructure L | 6.84M | $136.82M | 1.9% | +483.2K | Added |
| 8 | Intercontinental Exchange In | 830.8K | $134.55M | 1.8% | −295 | Reduced |
| 9 | Mesabi Tr | 3.03M | $116.63M | 1.6% | +28.4K | Added |
| 10 | Grayscale Bitcoin Mini Tr Et | 3.00M | $116.08M | 1.6% | −3.4K | Reduced |
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