Institutional Ownership
Permian Basin Rty Tr
CUSIP 714236106UNIT BEN INTPBTQ1 2026
13D / 13G Filings
14
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
13.3%
Max % of class reported
Institutional Holders
96
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
14 filings · latest Dec 29, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 29, 2025 | Softvest Advisors, LLC | 13D/A | 13.3% | — | SEC |
| 2 | Oct 16, 2025 | Softvest Advisors, LLC | 13D/A | 13.3% | — | SEC |
| 3 | Oct 10, 2025 | Softvest Advisors, LLC | 13D/A | 13.3% | — | SEC |
| 4 | Oct 10, 2025 | Softvest Advisors, LLC | 13D | 13.3% | — | SEC |
| 5 | Jul 8, 2025 | Softvest Advisors, LLC | 13G/A | 13.3% | 6.21M | SEC |
| 6 | Jul 2, 2025 | Horizon Kinetics Asset Management LLC | 13G/A | 12.5% | 5.84M | SEC |
| 7 | Feb 13, 2025 | Softvest Advisors, LLC | 13G/A | 11.0% | 4.43M | SEC |
| 8 | Feb 13, 2025 | Horizon Kinetics Asset Management LLC | 13G/A | 8.5% | 3.95M | SEC |
| 9 | Feb 14, 2024 | Softvest Advisors, LLC | 13G/A | 8.9% | 4.15M | SEC |
| 10 | Apr 6, 2023 | Horizon Kinetics Asset Management LLC | 13G | 8.0% | 3.75M | SEC |
4 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Permian Basin Rty Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Horizon Kinetics Asset Management LLC | 6.38M | $137.29M |
| 2 | Softvest Advisors, LLC | 6.22M | $133.79M |
| 3 | Mad River Investors | 1.00M | $21.59M |
| 4 | Schwartz Investment Counsel Inc | 933.7K | $20.09M |
| 5 | Foundation Resource Management Inc | 630.2K | $13.56M |
| 6 | Moors & Cabot, Inc. | 588.6K | $12.67M |
| 7 | Sei Investments Co | 422.0K | $9.08M |
| 8 | Morgan Stanley | 300.9K | $6.48M |
| 9 | Hosking Partners LLP | 280.3K | $6.03M |
| 10 | Commonwealth Equity Services, LLC | 269.0K | $5.79M |