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SoftVest Advisors, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$445M
-7.5%
Holdings
2
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 23.74% 23.59% +0.15% $106M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TPL 76.26% 76.41% -0.15% $339M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $339M 76.3%
Small Cap 1 $106M 23.7%

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 76.26% 1,180,800 $339M $287.22 -$28M +787,200 +200.0%
2 PBT 23.74% 6,217,107 $106M $16.98 -$8M

Options Breakdown

0 Calls $0 Call Value 1 Puts $10M Put Value

Top Puts

SymbolSharesValueStatus
XOP 83,000 $10M
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