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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Horizon Kinetics
Value
$7.4B
Stocks
47 Stocks (1 new)
Turnover
100.0%
Top Holdings
TPL(51.79%) GBTC(6.67%) LDB(5.57%) HE(3.66%) MIAX(3.52%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| TPL | None | Texas Pacific Land Corporation | Energy | $4290.1M | 0 | 51.8% | 0 | No Change |
| GBTC | None | Grayscale Bitcoin Trust | Financials | $552.6M | 0 | 6.7% | 0 | No Change |
| LDB | None | LandBridge Company LLC | General | $461.3M | 0 | 5.6% | 0 | -99.9% |
| HE | None | Hawaiian Electric Industries, Inc. | Utilities | $303.0M | 0 | 3.7% | 0 | No Change |
| MIAX | None | Miami International Holdings | Financials | $291.4M | 0 | 3.5% | 0 | No Change |
| WBI | None | WaterBridge Infrastructure LLC | Energy | $262.2M | 0 | 3.2% | 0 | No Change |
| WPM | None | Wheaton Precious Metals | Materials | $189.5M | 0 | 2.3% | 0 | No Change |
| PBT | None | PERMIAN BASIN RTY TR | General | $168.5M | 0 | 2.0% | 0 | No Change |
| FNV | None | Franco-Nevada Corporation | Materials | $161.2M | 0 | 1.9% | 0 | No Change |
| BTC | None | GRAYSCALE BITCOIN MINI TR ET | General | $157.5M | 0 | 1.9% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| BNBrookfield Corporation | $67.6M | +100.0% | 0.8% | New |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Energy | 7 | $4823.1M | 58.2% |
| Financials | 10 | $1291.1M | 15.6% |
| General | 12 | $1069.0M | 12.9% |
| Materials | 5 | $507.9M | 6.1% |
| Utilities | 1 | $303.0M | 3.7% |
| Consumer Discretionary | 4 | $89.2M | 1.1% |
| Information Technology | 1 | $71.2M | 0.9% |
| Industrials | 3 | $49.5M | 0.6% |
| Real Estate | 1 | $37.1M | 0.5% |
| Communication Services | 2 | $27.8M | 0.3% |
| Consumer Defensive | 1 | $14.6M | 0.2% |