Asset Manager
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SoftVest Advisors, LLC
Market Value
$481M
-2.4%
Holdings
2
New Purchases
0
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PBT | 23.59% | 15.69% | +7.90% | $113M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TPL | 76.41% | 84.31% | -7.90% | $367M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $367M | 76.4% |
| Small Cap | 1 | $113M | 23.6% |
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)
Options Breakdown
2 Calls
$0 Call Value
2 Puts
$11M Put Value