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 $181.1M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PHYS ($16.4M, 9.07%), BRK/B ($14.3M, 7.89%), NRP ($9.5M, 5.23%), DMLP ($9.3M, 5.15%), EXP ($6.8M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PHYS | SPROTT ASSET MANAGEMENT LP | $16.4M | 9.07% | 544,154 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.3M | 7.89% | 28,572 | Trimmed |
| 3 | NRP | NATURAL RESOURCE PARTNERS LP | $9.5M | 5.23% | 97,591 | Added |
| 4 | DMLP | DORCHESTER MINERALS L P | $9.3M | 5.15% | 369,041 | Trimmed |
| 5 | EXP | EAGLE MATLS INC | $6.8M | 3.74% | 30,095 | Added |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | $6.3M | 3.50% | 172,400 | Added |
| 7 | SU | SUNCOR ENERGY INC NEW | $6.1M | 3.39% | 114,464 | Trimmed |
| 8 | OKE | ONEOK INC NEW | $5.1M | 2.82% | 58,807 | Added |
| 9 | RGLD | ROYAL GOLD INC | $4.4M | 2.45% | 22,238 | Added |
| 10 | ESAB | ESAB CORPORATION | $4.4M | 2.41% | 44,260 | Added |
| 11 | TYG | TORTOISE ENERGY INFRSTRCTR C | $4.1M | 2.29% | 96,803 | Trimmed |
| 12 | LMT | LOCKHEED MARTIN CORP | $4.0M | 2.22% | 7,877 | Added |
| 13 | CNQ | CANADIAN NAT RES LTD MED TER | $4.0M | 2.19% | 100,231 | Trimmed |
| 14 | MLPA | GLOBAL X FDS | $3.4M | 1.85% | 63,228 | Added |
| 15 | KMI | KINDER MORGAN INC DEL | $3.2M | 1.79% | 101,125 | Added |
| 16 | FNV | FRANCO NEV CORP | $3.2M | 1.77% | 15,342 | Trimmed |
| 17 | KNF | KNIFE RIVER CORP | $3.0M | 1.67% | 36,077 | Added |
| 18 | WPC | WP CAREY INC | $2.9M | 1.61% | 40,804 | Trimmed |
| 19 | CP | CANADIAN PACIFIC KANSAS CITY | $2.9M | 1.58% | 32,952 | Added |
| 20 | OUNZ | VANECK MERK GOLD ETF | $2.8M | 1.57% | 73,739 | Added |
| 21 | HON | HONEYWELL INTL INC | $2.7M | 1.50% | 12,118 | New |
| 22 | HONA | HONEYWELL AEROSPACE INC | $2.7M | 1.47% | 12,079 | New |
| 23 | SKYH | SKY HARBOUR GROUP CORPORATIO | $2.7M | 1.47% | 270,403 | Trimmed |
| 24 | TGS | TRANSPORTADORA DE GAS DEL SU | $2.6M | 1.44% | 87,569 | Added |
| 25 | REXR | REXFORD INDL RLTY INC | $2.2M | 1.24% | 66,849 | Added |
Source: SEC Form 13F filings · as of 2026-06-30