SoftVest Advisors, LLC 13F Holdings · Q2 2026
SoftVest Advisors, LLC reported 3 securities worth $921.06M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TPL (73.28%), PBT (16.90%), XOP (3.01%). Among its top 25 positions this quarter: 3 new, 2 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $675.0M | 73.28% | 1.5M | Added |
| 2 | PBT | PERMIAN BASIN RTY TR | $155.7M | 16.90% | 6.2M | Hold |
| 3 | XOP | SPDR SERIES TRUST | $27.8M | 3.01% | 180,000 | Hold |
| 4 | USO | UNITED STS OIL FD LP | $21.3M | 2.31% | 200,000 | New |
| 5 | TLT | ISHARES TR | $19.2M | 2.08% | 222,800 | New |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $13.8M | 1.50% | 18,500 | New |
| 7 | CRT | CROSS TIMBERS RTY TR | $8.4M | 0.91% | 924,960 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR