Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dorchester Minerals L P (DMLP)

148 + Investors. Track Smart Money conviction in DMLP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — DMLP

Based on 149 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
149 hedge funds hold DMLP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

75 buying37 selling
Last quarter: 75 funds were net buyers (26 opened a brand new position + 49 added to an existing one). Only 37 were sellers (23 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new DMLP position: 19 → 13 → 19 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 27% medium ■ 14% new
88 out of 149 hedge funds have held DMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +27% but shares only +5% — price-driven

Value
+26%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

19 → 19 → 13 → 19 → 26 new funds/Q
New funds entering each quarter: 19 → 13 → 19 → 26. A growing number of institutions are discovering DMLP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Of 153 current holders: 97 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
21 of 149 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DMLP

In 2026 Q1, 75 hedge funds were net buyers of DMLP (26 opened a new position, 49 added to an existing one), while 37 reduced or exited (23 trimmed, 14 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in DMLP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 149.

Hedge Fund Ownership: DMLP

How many hedge funds hold DMLP — quarterly history vs. share price
Quarterly hedge fund ownership of DMLP vs. share price

Market Analysis: DMLP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DMLP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Dorchester Minerals L P (DMLP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DMLP has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
DMLP
-1.4%
XLE
-6.1%

DMLP outperformed XLE by +4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
DMLP
-3.4%
XLE
-3.2%

Since the filing became public, DMLP outperformed XLE by -0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DMLP
148 + Investors

Track Smart Money conviction in DMLP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 148 137 8.03%
13F Shares 11M 10M 4.17%
Total Value $285M $226M 26.09%
New Positions 26 19 +7
Increased Positions 45 51 -6
Closed Positions 15 17 -2
Reduced Positions 23 28 -5
Total Calls 2 2 -
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.5 Bearish

Statistics: DMLP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

148 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DMLP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DMLP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Meixler Investment Management, Ltd. 5.79% 384,769 $10.8M
2 Hollow Brook Wealth Management LLC 5.55% 803,023 $21.8M
3 ArchPoint Investors 3.23% 499,898 $13.5M
4 Adams Asset Advisors, LLC 2.70% 888,264 $24.1M
5 GraniteShares Advisors LLC 2.15% 109,894 $3.0M
6 Delta Investment Management, LLC 1.38% 285,042 $7.7M
7 MidFirst Bank 1.11% 494,153 $13.4M
8 Resolute Capital, LLC 0.61% 55,671 $1.5M
9 Albert D Mason Inc 0.40% 22,536 $611K
10 Canton Hathaway, LLC 0.36% 66,715 $1.8M
11 Highlander Partners, L.P. 0.35% 33,077 $896K
12 Autumn Glory Partners, LLC 0.34% 34,000 $921K
13 Penbrook Management LLC 0.33% 16,225 $440K
14 Burford Brothers, Inc. 0.33% 29,896 $810K
15 Horizon Kinetics Asset Management LLC 0.25% 860,226 $23.3M
16 Rexford Capital Inc 0.24% 12,469 $338K
17 Arrow Investment Advisors, LLC 0.22% 7,655 $207K
18 Inscription Capital, LLC 0.21% 75,000 $2.0M
19 Mraz, Amerine & Associates, Inc. 0.17% 42,712 $1.2M
20 Community Bank, N.A. 0.16% 50,010 $1.4M
21 Texas Yale Capital Corp. 0.16% 207,500 $5.6M
22 Howard Financial Services, LTD. 0.16% 51,643 $1.4M
23 Freestone Capital Holdings, LLC 0.15% 187,000 $5.1M
24 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% 39,260 $1.1M
25 Mcdaniel Terry & Co 0.12% 52,423 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dorchester Minerals L P (DMLP)

What does the Smart Money Trend signal show for DMLP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DMLP?

More buyers than sellers — 67% buying: Last quarter: 75 funds were net buyers (26 opened a brand new position + 49 added to an existing one). Only 37 were sellers (23 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DMLP holders?

Strong quality — 26% AUM from major funds: 21 of 149 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DMLP?

59% of holders stayed for 2+ years: 88 out of 149 hedge funds have held DMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dorchester Minerals L P (DMLP) following the 2026 Q1 hedge fund 13F filings?

As of today, DMLP has moved -3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), DMLP has gained -1.4% vs -6.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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