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Stocks / San Juan Basin Rty Tr
Institutional Ownership

San Juan Basin Rty Tr

CUSIP 798241105UNIT BEN INTSJTQ1 2026

13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
13.4%
Max % of class reported
Institutional Holders
88
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

12 filings · latest Jan 28, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Jan 28, 2026Horizon Kinetics Asset Management LLC13G/A13.4%6.23MSEC
2Nov 5, 2025Horizon Kinetics Asset Management LLC13G/A12.0%5.61MSEC
3Oct 28, 2025Horizon Kinetics Asset Management LLC13G/A10.3%4.80MSEC
4Jul 23, 2025Horizon Kinetics Asset Management LLC13G/A9.9%4.59MSEC
5Jun 12, 2025Horizon Kinetics Asset Management LLC13G5.3%2.47MSEC
6Feb 12, 2024K2 Principal Fund, L.P.13G/A4.8%2.21MSEC
7Feb 13, 2023K2 Principal Fund, L.P.13G5.1%2.37MSEC
8Feb 13, 2023K2 Principal Fund, L.P.13G/A2.8%1.31MSEC
9Feb 10, 2022First Eagle Investment Management, LLC13G/A——SEC
10Jan 19, 2022K2 Principal Fund, L.P.13G5.0%2.34MSEC

2 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for San Juan Basin Rty Tr.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Horizon Kinetics Asset Management LLC6.98M$33.57M
2Morgan Stanley1.62M$7.78M
3Punch & Associates Investment Management, Inc.939.2K$4.52M
4Cannell Capital LLC909.5K$4.37M
5Ashton Thomas Private Wealth, LLC867.7K$4.17M
6Moors & Cabot, Inc.851.9K$4.10M
7Marshall Wace, LLP393.6K$1.89M
8Lpl Financial LLC380.2K$1.83M
9Mcdaniel Terry & Co318.1K$1.53M
10Raymond James Financial Inc293.5K$1.41M