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SoftVest Advisors, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$493M
-12.8%
Holdings
2
-1
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PBT 15.69% 7.77% +7.92% $77M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TPL 84.31% 92.23% -7.92% $415M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $415M 84.3%
Small Cap 1 $77M 15.7%

Portfolio Analytics

Avg Market Cap
$14.6B
Median Market Cap
$14.6B
Avg P/E
76.6
Median P/E
76.6
Avg Dividend Yield
0.01%
Avg Beta
0.55
# Stocks
1
# ETFs / Funds
1

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TPL 84.31% 393,300 $415M $1,056.39 -$106M
2 PBT 15.69% 6,206,624 $77M $12.46 $33M +1,776,929 +40.1%

Options Breakdown

2 Calls $70M Call Value 2 Puts $233M Put Value 3.34 P/C Ratio

Top Calls

SymbolSharesValueStatus
XOP 450,000 $57M
ARLP 500,000 $13M

Top Puts

SymbolSharesValueStatus
SPY 200,000 $124M
XOP 868,000 $109M
View SEC EDGAR Filings for SoftVest Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms