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.
PENN DAVIS MCFARLAND INC (CIK 1108893) reported $1.02B across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($123.7M, 12.10%), NVDA ($86.9M, 8.50%), KMI ($57.3M, 5.60%), SHEL ($46.2M, 4.52%), AAPL ($45.5M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET, INC. CL C (GOOGLE C) | $123.7M | 12.10% | 431,240 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $86.9M | 8.50% | 498,338 | Trimmed |
| 3 | KMI | KINDER MORGAN, INC. | $57.3M | 5.60% | 1.7M | Trimmed |
| 4 | SHEL | SHELL PLC | $46.2M | 4.52% | 497,080 | Trimmed |
| 5 | AAPL | APPLE, INC. | $45.5M | 4.45% | 179,438 | Trimmed |
| 6 | EPD | ENTERPRISE PRODUCTS PRTNS | $44.5M | 4.35% | 1.2M | Trimmed |
| 7 | ROIV | ROIVANT SCIENCES LTD. | $44.1M | 4.32% | 1.6M | Trimmed |
| 8 | UNH | UNITEDHEALTH GROUP, INC. | $36.9M | 3.61% | 136,346 | Trimmed |
| 9 | RTX | RTX CORP. | $36.0M | 3.52% | 186,641 | Trimmed |
| 10 | BUD | ANHEUSER-BUSCH INBEV SA/NV | $33.7M | 3.29% | 485,264 | Trimmed |
| 11 | LMT | LOCKHEED MARTIN CORP | $33.6M | 3.28% | 55,524 | Trimmed |
| 12 | GOOGL | ALPHABET, INC. CL A (GOOGLE A) | $31.5M | 3.08% | 109,454 | Trimmed |
| 13 | PYPL | PAYPAL HOLDINGS, INC. | $30.6M | 3.00% | 677,417 | Trimmed |
| 14 | BSM | BLACK STONE MINERALS LP | $29.6M | 2.90% | 2.0M | Trimmed |
| 15 | CRM | SALESFORCE INC | $29.0M | 2.84% | 155,266 | New |
| 16 | QCOM | QUALCOMM, INC. | $24.4M | 2.38% | 189,176 | Trimmed |
| 17 | LVS | LAS VEGAS SANDS | $21.6M | 2.12% | 401,434 | Trimmed |
| 18 | EVVTY | EVOLUTION AB-ADR | $21.4M | 2.09% | 343,506 | Trimmed |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $20.4M | 1.99% | 336,264 | Trimmed |
| 20 | CHKP | CHECK POINT SOFTWARE TECH | $17.4M | 1.71% | 122,108 | Trimmed |
| 21 | SFM | SPROUTS FARMERS MARKET INC | $17.2M | 1.68% | 223,283 | Trimmed |
| 22 | MTCH | MATCH GROUP INC. | $16.1M | 1.58% | 524,758 | Trimmed |
| 23 | WM | WASTE MANGEMENT, INC. | $13.0M | 1.27% | 56,580 | Trimmed |
| 24 | XYL | XYLEM, INC. | $11.4M | 1.12% | 95,672 | Trimmed |
| 25 | MSFT | MICROSOFT CORPORATION | $10.5M | 1.03% | 28,374 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31