Houston, TXCIK 10945844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
501 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kimbell Rty Partners LP | 580.5K | $8.0K | 5.6% | −37.6K | Reduced |
| 2 | Apple Inc | 27.6K | $7.7K | 5.4% | −1.0K | Reduced |
| 3 | Exxon Mobil Corp | 36.2K | $5.4K | 3.8% | −333 | Reduced |
| 4 | Howard Hughes Holdings Inc |
| 61.3K |
| $5.0K |
| 3.5% |
| −795 |
| Reduced |
| 5 | Enterprise Prods Partners L | 138.4K | $4.9K | 3.4% | −1.0K | Reduced |
| 6 | Alphabet Inc | 14.6K | $4.7K | 3.3% | −260 | Reduced |
| 7 | Energy Transfer L P | 238.9K | $4.4K | 3.1% | −16.8K | Reduced |
| 8 | Txo Partners LP | 355.3K | $4.3K | 3.0% | −27.4K | Reduced |
| 9 | Honeywell Intl Inc | 15.0K | $3.6K | 2.5% | +250 | Added |
| 10 | Mach Natural Resources LP | 241.5K | $3.0K | 2.1% | +4.8K | Added |
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