Institutional Fund
Msrh, LLC
New York, NYCIK 21224892 filings on record
Portfolio Value
$112.89M
Q1 2026
Holdings
29
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+26.0%
from $89.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Texas Pacific Land Corporati62.8%
- Grayscale Bitcoin Trust ETF19.6%
- Landbridge Company LLC5.7%
- Permian Basin Rty Tr4.6%
- Grayscale Bitcoin Mini Tr Et2.7%
- Hawaiian Elec Industries2.2%
- Other2.3%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporati | 149.5K | $70.93M | 62.8% | −772 | Reduced |
| 2 | Grayscale Bitcoin Trust ETF | 419.6K | $22.14M | 19.6% | −2.5K | Reduced |
| 3 | Landbridge Company LLC | 93.8K | $6.47M | 5.7% | −110 | Reduced |
| 4 | Permian Basin Rty Tr | 240.3K | $5.17M | 4.6% | +1.3K | Added |
| 5 | Grayscale Bitcoin Mini Tr Et | 103.2K | $3.09M | 2.7% | 0 | Held |
| 6 | Hawaiian Elec Industries | 167.5K | $2.49M | 2.2% | +19.4K | Added |
| 7 | Mesabi Tr | 45.1K | $1.42M | 1.3% | 0 | Held |
| 8 | Howard Hughes Holdings Inc | 6.0K | $379.6K | 0.3% | −1.2K | Reduced |
| 9 | Waterbridge Infrastructure L | 12.5K | $334.9K | 0.3% | 0 | Held |
| 10 | Miami Intl Hldgs Inc | 7.2K | $280.2K | 0.2% | +7.2K | New |
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