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SoftVest Advisors, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1803391) · Explore on the interactive board

SoftVest Advisors, LLC disclosed 3 US equity positions worth $628.9m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is TPL at 73.9% of the reported book, followed by PERMIAN BASIN RTY TR, CROSS TIMBERS RTY TR. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 1, reduced 0 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$628.9mreported US equity book
3positions
73.9%largest position
100.0%top 10 weight
1.65effective positions (1/HHI)
2quarters on file since Q1 2026

What does SoftVest Advisors, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 1 added, 0 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 TPL TEXAS PACIFIC LAND CORPORATI Energy 73.9%$464.8m1,062,099 0% held
2 PERMIAN BASIN RTY TR 24.8%$155.7m6,217,107 0% held
3 CROSS TIMBERS RTY TR 1.3%$8.4m924,960 33% added

Sector mix

SectorWeight
Energy73.9%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20263$628.9m
Q1 20263$645.2m

How concentrated is SoftVest Advisors, LLC's portfolio?

Across every quarter SoftVest Advisors, LLC has filed, its median largest position is 76.0% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).