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.
Meixler Investment Management, Ltd. (CIK 1911615) reported $186.0M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PHYS ($19.4M, 10.44%), BRK/B ($13.7M, 7.35%), NRP ($11.4M, 6.14%), DMLP ($10.8M, 5.79%), SU ($8.9M, 4.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PHYS | SPROTT ASSET MANAGEMENT LP | $19.4M | 10.44% | 548,744 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.7M | 7.35% | 28,656 | Added |
| 3 | NRP | NATURAL RESOURCE PARTNERS LP | $11.4M | 6.14% | 93,192 | Trimmed |
| 4 | DMLP | DORCHESTER MINERALS L P | $10.8M | 5.79% | 384,769 | Trimmed |
| 5 | SU | SUNCOR ENERGY INC NEW | $8.9M | 4.78% | 134,927 | Trimmed |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | $5.9M | 3.15% | 155,825 | Added |
| 7 | CNQ | CANADIAN NAT RES LTD MED TER | $5.5M | 2.97% | 116,219 | Trimmed |
| 8 | EXP | EAGLE MATLS INC | $5.4M | 2.91% | 28,772 | Added |
| 9 | HON | HONEYWELL INTL INC | $5.1M | 2.73% | 22,165 | Added |
| 10 | TYG | TORTOISE ENERGY INFRSTRCTR C | $4.8M | 2.60% | 103,971 | Added |
| 11 | OKE | ONEOK INC NEW | $4.7M | 2.53% | 53,277 | Added |
| 12 | RGLD | ROYAL GOLD INC | $4.5M | 2.42% | 17,119 | Added |
| 13 | FNV | FRANCO NEV CORP | $4.0M | 2.14% | 15,413 | Trimmed |
| 14 | LMT | LOCKHEED MARTIN CORP | $3.8M | 2.04% | 6,105 | Trimmed |
| 15 | KMI | KINDER MORGAN INC DEL | $3.2M | 1.75% | 98,475 | Added |
| 16 | OUNZ | VANECK MERK GOLD ETF | $3.3M | 1.75% | 72,402 | Trimmed |
| 17 | WPC | WP CAREY INC | $2.9M | 1.55% | 40,973 | Added |
| 18 | SKYH | SKY HARBOUR GROUP CORPORATIO | $2.7M | 1.46% | 271,752 | Added |
| 19 | MLPA | GLOBAL X FDS | $2.7M | 1.45% | 50,283 | New |
| 20 | KNF | KNIFE RIVER CORP | $2.6M | 1.39% | 34,930 | Added |
| 21 | MDV | MODIV INDUSTRIAL INC | $2.5M | 1.37% | 171,423 | Added |
| 22 | CP | CANADIAN PACIFIC KANSAS CITY | $2.4M | 1.31% | 30,897 | Added |
| 23 | ESAB | ESAB CORPORATION | $2.4M | 1.28% | 24,172 | New |
| 24 | MUSA | MURPHY USA INC | $2.3M | 1.24% | 4,586 | Added |
| 25 | TGS | TRANSPORTADORA DE GAS DEL SU | $2.2M | 1.16% | 61,200 | New |
Source: SEC Form 13F filings · as of 2026-03-31