Boston, MACIK 13844844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporati | 286.1K | $82.17M | 37.4% | +191.3K | Added |
| 2 | Grayscale Bitcoin Trust ETF | 360.5K | $24.64M | 11.2% | −500 | Reduced |
| 3 | Permian Basin Rty Tr | 986.8K | $16.76M | 7.6% | +64.6K | Added |
| 4 | Hawaiian Elec Industries |
| 1.28M |
| $15.80M |
| 7.2% |
| +53.9K |
| Added |
| 5 | Landbridge Company LLC | 262.9K | $12.88M | 5.9% | +21.9K | Added |
| 6 | Wheaton Precious Metals Corp | 97.6K | $11.47M | 5.2% | −323 | Reduced |
| 7 | Mesabi Tr | 296.6K | $11.43M | 5.2% | +1.1K | Added |
| 8 | Fidelity Wise Origin Bitcoin | 70.9K | $5.40M | 2.5% | −945 | Reduced |
| 9 | Waterbridge Infrastructure L | 257.0K | $5.14M | 2.3% | +5.3K | Added |
| 10 | Franco Nev Corp | 23.6K | $4.89M | 2.2% | +15 | Added |
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