O'Brien Greene & Co. Inc BSM — BLACK STONE MINERALS

Ownership history in O'Brien Greene & Co. Inc  ·  22 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported BLACK STONE MINERALS (BSM) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2023 Q4. The latest visible filing shows BSM at 0.43% 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 O'Brien Greene & Co. Inc's position in BLACK STONE MINERALS, 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
2026 Q1

BSM was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2023 Q4

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 2026 Q1

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 O'Brien Greene & Co. Inc fund profile O'Brien Greene & Co. Inc full holdings
How O'Brien Greene & Co. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 100,000 — 0% 0.43% $1.5M 2026-05-06 $13.27
2025 Q4 UNCHANGED — — — 100,000 — 0% 0.39% $1.3M 2026-02-05 $14.26
2025 Q3 UNCHANGED — — — 100,000 — 0% 0.40% $1.3M 2025-11-10 $12.94
2025 Q2 UNCHANGED — — — 100,000 — 0% 0.43% $1.3M 2025-08-06 $11.63
2025 Q1 UNCHANGED — — — 100,000 — 0% 0.51% $1.5M 2025-05-12 $12.71
2024 Q4 UNCHANGED — — — 100,000 — 0% 0.47% $1.5M 2025-02-03 $12.73
2024 Q3 UNCHANGED — — — 100,000 — 0% 0.47% $1.5M 2024-11-15 $13.20
2024 Q2 UNCHANGED — — — 100,000 — 0% 0.50% $1.6M 2024-08-12 $12.12
2024 Q1 UNCHANGED — — — 100,000 — 0% 0.53% $1.6M 2024-05-02 $13.06
2023 Q4 UNCHANGED — — — 100,000 — 0% 0.56% $1.6M 2024-02-02 $12.65
12 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

William Marsh Rice University 3Y 7Y 38.81% INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3Y 6.85% Saber Capital Managment, LLC 3Y 6.43% Lummis Asset Management, LP 2.94% PENN DAVIS MCFARLAND INC 3Y 7Y 2.9% Long Corridor Asset Management Ltd 3Y 2.84% Gruss & Co., LLC 3Y 7Y 2.51% GraniteShares Advisors LLC 3Y 1.95% RAHLFS CAPITAL, LLC 1.11% Anthracite Investment Company, Inc. 0.58%

FAQ About O'Brien Greene & Co. 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 O'Brien Greene & Co. Inc reported owning BSM?

O'Brien Greene & Co. Inc reported BSM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BSM position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for BSM was 0.56% in 2023 Q4.

What is the latest reported BSM position on this page?

The most recent filing on this page is 2026 Q1, when O'Brien Greene & Co. Inc reported 100,000 shares, equal to 0.43% of portfolio, with an estimated market value of $1.5M.

What does the chart on this BSM ownership page compare?

The chart compares O'Brien Greene & Co. 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 O'Brien Greene & Co. Inc time their BSM position?

Based on 13F filing dates vs. subsequent BSM price moves, O'Brien Greene & Co. Inc correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on BSM relative to SPY over the holding period was +2.9%.

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