SoftVest Advisors, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
SoftVest Advisors, LLC disclosed 2 US equity positions worth $492.8m in its Q2 2025 13F filing. The largest position was TPL at 84.3% of the reported book. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 2 holdings.
What did SoftVest Advisors, LLC own in Q2 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TPL TEXAS PACIFIC LAND CORPORATI | Energy | 84.3% | $415.5m | 393,300 | 0% | held |
| 2 | PERMIAN BASIN RTY TR | 15.7% | $77.3m | 6,206,624 | 40% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.