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 $8.82B across 350 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TPL ($4.29B, 48.64%), GBTC ($552.6M, 6.27%), LB ($461.3M, 5.23%), HE ($303.0M, 3.44%), MIAX ($291.4M, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $4.29B | 48.64% | 9.8M | Trimmed |
| 2 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $552.6M | 6.27% | 12.1M | Trimmed |
| 3 | LB | LANDBRIDGE COMPANY LLC | $461.3M | 5.23% | 5.8M | Added |
| 4 | HE | HAWAIIAN ELEC INDS INC MTN B | $303.0M | 3.44% | 22.4M | Added |
| 5 | MIAX | MIAMI INTL HLDGS INC | $291.4M | 3.30% | 7.8M | Added |
| 6 | WBI | WATERBRIDGE INFRASTRUCTURE L | $262.2M | 2.97% | 7.7M | Added |
| 7 | WPM | WHEATON PRECIOUS METALS CORP | $189.5M | 2.15% | 1.7M | Trimmed |
| 8 | PBT | PERMIAN BASIN RTY TR | $168.5M | 1.91% | 6.7M | Added |
| 9 | FNV | FRANCO NEV CORP | $161.2M | 1.83% | 773,418 | Added |
| 10 | BTC | GRAYSCALE BITCOIN MINI TR ET | $157.5M | 1.79% | 6.1M | Added |
| 11 | ICE | INTERCONTINENTAL EXCHANGE IN | $121.2M | 1.37% | 984,701 | Added |
| 12 | CBOE | CBOE GLOBAL MKTS INC | $100.6M | 1.14% | 414,634 | Added |
| 13 | LNG | CHENIERE ENERGY INC | $96.1M | 1.09% | 402,040 | Trimmed |
| 14 | MSB | MESABI TR | $81.5M | 0.92% | 3.2M | Added |
| 15 | CVEO | CIVEO CORP CDA | $80.2M | 0.91% | 2.3M | Trimmed |
| 16 | CCJ | CAMECO CORP | $71.1M | 0.81% | 697,741 | Added |
| 17 | CACI | CACI INTL INC | $71.2M | 0.81% | 153,743 | Trimmed |
| 18 | VNOM | VIPER ENERGY INC | $70.1M | 0.79% | 1.7M | Trimmed |
| 19 | BN | BROOKFIELD CORP | $67.6M | 0.77% | 1.6M | Added |
| 20 | CME | CME GROUP INC | $62.7M | 0.71% | 283,774 | Added |
| 21 | OR | OR ROYALTIES INC. | $60.6M | 0.69% | 1.9M | Added |
| 22 | WHK | WHITEHAWK MINERALS CORP | $43.2M | 0.49% | 1.6M | New |
| 23 | AN | AUTONATION INC | $39.6M | 0.45% | 212,917 | Trimmed |
| 24 | TRC | TEJON RANCH CO | $37.6M | 0.43% | 2.0M | Added |
| 25 | JOE | ST JOE CO | $37.1M | 0.42% | 592,608 | Added |
Source: SEC Form 13F filings · as of 2026-06-30