SoftVest Advisors

Latest statistics and disclosures from SoftVest Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TPL, PBT, GLD, ARLP, and represent 100.00% of SoftVest Advisors's stock portfolio.
  • Added to shares of these 3 stocks: TPL (+$152M), GLD (+$15M), PBT.
  • Started 1 new stock position in GLD.
  • Reduced shares in these 3 stocks: XOP (-$15M), QQQ (-$11M), .
  • Sold out of its positions in QQQ, SPY, XOP.
  • SoftVest Advisors was a net buyer of stock by $135M.
  • SoftVest Advisors has $296M in assets under management (AUM), dropping by -18.09%.
  • Central Index Key (CIK): 0001803391

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Portfolio Holdings for SoftVest Advisors

SoftVest Advisors holds 4 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 76.9 $228M +201% 393k 578.51
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Permian Basin Royalty Trust Unit Ben Int (PBT) 17.6 $52M +3% 4.3M 12.10
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Spdr Gold Shares Gold Shs Put Option (GLD) 5.2 $15M NEW 75k 205.72
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Alliance Resource Partners Ut Ltd Part (ARLP) 0.3 $1.0M 50k 20.05
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Past Filings by SoftVest Advisors

SEC 13F filings are viewable for SoftVest Advisors going back to 2019

View all past filings