# Black Stone Minerals LP (BSM): value investors who own it

3 value investors held Black Stone Minerals LP in their Q3 2026 13F, led by Tweedy, Browne, Horizon Kinetics, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Tweedy, Browne | 0.1% | $1.2m | Added +8.0% | 5 |
| Horizon Kinetics | 0.0% | $2.1m | Unchanged | 30 |
| First Eagle Investment Management | 0.0% | $409k | Trimmed -2.4% | 13 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-06 | Whitehead James | Director | Sold | 1628762 | $21.5m |
| 2026-08-06 | Whitehead James | Director | Sold | 498343 | $6.6m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/bsm). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.