SA

SoftVest Advisors, LLC

13F
SoftVest Advisors, LLC
Last update 2024-08-13 4 Stocks (0 new)
Value $355.00 Mil Turnover 0 %
Countries:
Top Holdings: TPL(81.28%)PBT(13.87%)ARLP(0.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
SoftVest Advisors, LLC Top Holdings of 2024-06-30 View Full List
Ticker
TPL
PBT
GLD PUT
ARLP
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TPL 		Texas Pacific Land Corp
393,300
288788.390
0%
81.280
0%
1.710
+68.57%
+172.64%
32178.207
Oil & Gas
PBT 		Permian Basin Royalty Trust
4,378,195
49298.480
+1.86%
13.870
+0.25%
9.390
+16.60%
-7.50%
579.813
Oil & Gas
GLD PUT 		SPDR Gold Shares ETF
75,000
16125.750
0%
4.540
0%
-
+5.07%
+25.54%
73281.453
 
ARLP 		Alliance Resource Partners LP
45,200
1105.590
-9.60%
0.310
-0.03%
0.040
+16.60%
+36.51%
3280.948
Other Energy Sources

SoftVest Advisors, LLC's Historical Top Holdings Breakdowns

SoftVest Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PBT 		Permian Basin Royalty Trust2024-06-30Add
+0.25%
●
10.75 ($12.14) 13.46
$12.44
2.47%
Add 1.86%
4,378,195
80,000
ARLP 		Alliance Resource Partners LP2024-06-30Reduce
-0.03%
●
20.14 ($22.67) 24.91
$25.62
13.01%
Reduce -9.6%
45,200
-4,800
PBT 		Permian Basin Royalty Trust2024-03-31Add
+0.61%
●
11.16 ($13.59) 15.65
$12.44
-8.46%
Add 3.62%
4,298,195
150,000
TPL 		Texas Pacific Land Corp2024-03-31Add
+0.35%
●
474.85 ($514.81) 578.51
$1,400.58
172.06%
Add 0.46%
393,300
1,800
PB 		Prosperity Bancshares Inc2023-09-30Sold Out
-0.21%
●
52.86 ($58.03) 63.32
$83.22
43.41%
Sold Out
0
-10,871
PB 		Prosperity Bancshares Inc2023-06-30New Buy
+0.21%
●
55.49 ($59.74) 62.62
$83.22
39.30%
New holding
10,871
10,871
ARLP 		Alliance Resource Partners LP2023-06-30Reduce
-0.02%
●
17.1 ($19.2) 21.17
$25.62
33.44%
Reduce -5.84%
50,000
-3,100
ARLP 		Alliance Resource Partners LP2023-03-31Reduce
-0.27%
●
18.23 ($20.47) 22.93
$25.62
25.16%
Reduce -51.73%
53,100
-56,900
PBT 		Permian Basin Royalty Trust2022-12-31Add
+0.23%
●
17.34 ($20.68) 25.2
$12.44
-39.85%
Add 0.97%
4,148,095
39,900

SoftVest Advisors, LLC Total Holding History ($B)

To

SoftVest Advisors, LLC's Asset Allocation

To

SoftVest Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SoftVest Advisors, LLC's Hypothetical Growth since 2024-06-30

SoftVest Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SoftVest Advisors, LLC's Holdings Heat Map

Size field:

SoftVest Advisors, LLC's Holdings Bubble Chart

SoftVest Advisors, LLC News

  • 1

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