KEMPNER CAPITAL MANAGEMENT INC. BSM — BSM BlackStoneMnlsLP

Ownership history in KEMPNER CAPITAL MANAGEMENT INC.  ·  42 quarters on record

AI Ownership Summary

KEMPNER CAPITAL MANAGEMENT INC. reported BSM BlackStoneMnlsLP (BSM) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.37% in 2025 Q3. The latest visible filing shows BSM at 5.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEMPNER CAPITAL MANAGEMENT INC.'s position in BSM BlackStoneMnlsLP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BSM was reported at 5.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.37% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSM stock page KEMPNER CAPITAL MANAGEMENT INC. fund profile KEMPNER CAPITAL MANAGEMENT INC. full holdings
How KEMPNER CAPITAL MANAGEMENT INC. held BSM — position size vs. price
% of Fund (quarterly)    BSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24.5% +16.0% ❌ 439,295 -142,833 -24.5% 5.85% $6.2M 2026-02-14 (Est.) $14.90
2025 Q3 REDUCED 23.3% +4.6% ❌ 582,128 -177,215 -23.3% 6.37% $7.6M 2025-10-16 $11.96
2025 Q2 ADDED — — — 759,343 +260,727 +52.3% 5.32% $9.9M 2025-07-15 $12.12
2025 Q1 UNCHANGED — — — 498,616 — 0% 4.29% $7.6M 2025-04-21 $13.03
2024 Q4 UNCHANGED — — — 498,616 — 0% 4.00% $7.3M 2025-01-23 $13.60
2024 Q3 UNCHANGED — — — 498,616 — 0% 3.85% $7.5M 2024-10-21 $12.96
2024 Q2 UNCHANGED — — — 498,616 — 0% 4.14% $7.8M 2024-07-19 $13.33
2024 Q1 UNCHANGED — — — 498,616 — 0% 4.32% $8.0M 2024-04-11 $13.39
2023 Q4 UNCHANGED — — — 498,616 — 0% 4.45% $8.0M 2024-01-24 $13.10
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSM

As of 2026 Q1 — sorted by position size

PENN DAVIS MCFARLAND INC 3Y 7Y 2.9% GraniteShares Advisors LLC 3Y 1.95% Advocate Investing Services LLC 0.56% LMG Wealth Partners, LLC 3Y 0.28% DOLIVER ADVISORS, LP 3Y 7Y 0.16% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.16% Nicholson Meyer Capital Management, Inc. 0.15% LB Partners LLC 0.14% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.11% WMG Financial Advisors, LLC 3Y 0.11%

FAQ About KEMPNER CAPITAL MANAGEMENT INC. and BSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has KEMPNER CAPITAL MANAGEMENT INC. reported owning BSM?

KEMPNER CAPITAL MANAGEMENT INC. reported BSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BSM position in KEMPNER CAPITAL MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for BSM was 6.37% in 2025 Q3.

What is the latest reported BSM position on this page?

The most recent filing on this page is 2025 Q4, when KEMPNER CAPITAL MANAGEMENT INC. reported 439,295 shares, equal to 5.85% of portfolio, with an estimated market value of $6.2M.

What does the chart on this BSM ownership page compare?

The chart compares KEMPNER CAPITAL MANAGEMENT INC.'s quarterly BSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KEMPNER CAPITAL MANAGEMENT INC. time their BSM position?

Based on 13F filing dates vs. subsequent BSM price moves, KEMPNER CAPITAL MANAGEMENT INC. correctly timed 7 out of 18 reported position changes (39%). The annualised alpha on BSM relative to SPY over the holding period was -1.6%.

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