AI Portfolio Summary
In 2025 Q4, SoftVest Advisors, LLC maintained a portfolio of 3 distinct positions. They heavily accumulated shares in TEXAS PACIFIC LAND C, increasing their position by 200.0%.
Total Positions
3
Quarter
2025 Q4
Top Holding
TPL (74.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-3 of 3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TPL
TEXAS PACIFIC L...
|
Energy | 74.51% | 74.70% |
#1
Prev: #1
|
10.0 | 787,200 | 200.0% |
P
S
|
1,180,800 | $339,149,376 |
$241.85
+22.9%
|
2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
PBT
PERMIAN BASIN R...
|
Bond/Debt | 23.19% | 23.07% |
#2
Prev: #2
|
9.3 | no change | no change |
P
S
|
6,217,107 | $105,566,477 |
$8.47
+107.2%
|
2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
XOP
PUT
SPDR SERIES TRU...
|
PUT Option | 2.30% | 2.23% |
#3
Prev: #3
|
0.9 | no change | no change |
P
S
|
83,000 | $10,479,580 |
$128.18
+0.6%
|
2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-3 of 3 holdings