Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HORIZON KINETICS ASSET MANAGEMENT LLC (CIK 1056823) reported $9.23B across 343 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TPL ($4.75B, 51.49%), GBTC ($738.9M, 8.00%), LB ($390.6M, 4.23%), HE ($321.1M, 3.48%), WPM ($230.8M, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $4.75B | 51.49% | 10.0M | Trimmed |
| 2 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $738.9M | 8.00% | 14.0M | Trimmed |
| 3 | LB | LANDBRIDGE COMPANY LLC | $390.6M | 4.23% | 5.7M | Added |
| 4 | HE | HAWAIIAN ELEC INDS INC MTN B | $321.1M | 3.48% | 21.6M | Added |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $230.8M | 2.50% | 1.8M | Trimmed |
| 6 | WATERBRIDGE INFRASTRUCTURE L | $196.7M | 2.13% | 7.3M | Added | |
| 7 | FNV | FRANCO NEV CORP | $187.1M | 2.03% | 757,297 | Trimmed |
| 8 | PBT | PERMIAN BASIN RTY TR | $137.3M | 1.49% | 6.4M | Added |
| 9 | MIAMI INTL HLDGS INC | $134.3M | 1.46% | 3.5M | Added | |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $131.9M | 1.43% | 838,899 | Added |
| 11 | LNG | CHENIERE ENERGY INC | $119.3M | 1.29% | 420,328 | Trimmed |
| 12 | CBOE | CBOE GLOBAL MKTS INC | $115.3M | 1.25% | 410,066 | Added |
| 13 | MSB | MESABI TR | $98.9M | 1.07% | 3.1M | Added |
| 14 | BTC | GRAYSCALE BITCOIN MINI TR ET | $90.1M | 0.98% | 3.0M | Added |
| 15 | CACI | CACI INTL INC | $84.1M | 0.91% | 154,648 | Trimmed |
| 16 | CME | CME GROUP INC | $79.8M | 0.86% | 270,253 | Trimmed |
| 17 | VNOM | VIPER ENERGY INC | $78.1M | 0.85% | 1.7M | Trimmed |
| 18 | CCJ | CAMECO CORP | $70.8M | 0.77% | 651,825 | Trimmed |
| 19 | OR | OR ROYALTIES INC. | $66.7M | 0.72% | 1.8M | Trimmed |
| 20 | BN | BROOKFIELD CORP | $63.6M | 0.69% | 1.6M | Trimmed |
| 21 | CVEO | CIVEO CORP CDA | $62.2M | 0.67% | 2.4M | Trimmed |
| 22 | AN | AUTONATION INC | $43.9M | 0.48% | 225,053 | Trimmed |
| 23 | BG | BUNGE GLOBAL SA | $42.9M | 0.46% | 336,944 | Trimmed |
| 24 | TRC | TEJON RANCH CO | $35.8M | 0.39% | 1.9M | Trimmed |
| 25 | HKHC | HORIZON KINETICS HLDG CORP COM | $35.5M | 0.38% | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31