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.
SANTA MONICA PARTNERS LP (CIK 904793) reported $179.1M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TPL ($76.9M, 42.91%), MA ($51.0M, 28.50%), BELFB ($13.4M, 7.47%), GRMN ($9.5M, 5.28%), BCPC ($8.7M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp. - Common Stock | $76.9M | 42.91% | 161,973 | Hold |
| 2 | MA | Mastercard Incorporated - Common Stock | $51.0M | 28.50% | 102,170 | Hold |
| 3 | BELFB | Bel Fuse Inc. - Class B Common Stock | $13.4M | 7.47% | 67,634 | Hold |
| 4 | GRMN | Garmin Ltd. - Common Stock | $9.5M | 5.28% | 40,755 | Hold |
| 5 | BCPC | Balchem Corp. - Common Stock | $8.7M | 4.83% | 51,100 | Trimmed |
| 6 | BR | Broadridge Financial Solutions, Inc. - Common Stock | $6.6M | 3.70% | 40,793 | Hold |
| 7 | BELFA | Bel Fuse Inc. - Class A Common Stock | $4.2M | 2.36% | 23,434 | Hold |
| 8 | BTC | Grayscale Bitcoin Trust ETF | $3.4M | 1.91% | 64,932 | Hold |
| 9 | BRK/A | Berkshire Hathaway Inc. Common Stock | $2.9M | 1.60% | 4 | Hold |
| 10 | LB | Landbridge Company - Common Stock | $1.2M | 0.69% | 18,000 | Hold |
| 11 | MCB | Metropolitan Bank Holding Corp. - Common Stock | $651,000 | 0.36% | 7,811 | Hold |
| 12 | BTC | Grayscale Bitcoin Minitrust ETF | $389,000 | 0.22% | 12,986 | Hold |
| 13 | BNT | Brookfield Wealth Solutions - Class A stock | $287,000 | 0.16% | 6,904 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31