moatshark My

All holdings

Permian Basin Royalty Trust

PBT

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$169m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$25.04
+16.4% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+5.6%Q3 ’24
-6.8%Q4 ’24
-10.6%Q1 ’25
+25.7%Q2 ’25
+46.5%Q3 ’25
-7.0%Q4 ’25
+26.7%Q1 ’26
+16.4%Q2 ’26
Q3 ’24: +5.6%; Q4 ’24: -6.8%; Q1 ’25: -10.6%; Q2 ’25: +25.7%; Q3 ’25: +46.5%; Q4 ’25: -7.0%; Q1 ’26: +26.7%; Q2 ’26: +16.4%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Permian Basin Royalty Trust.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Permian Basin Royalty Trust
Horizon Kinetics1.9%$169m$169mAdded +5.5%30 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Financials · Oil Royalty Traders
Incorporated in
Texas
Financial year ends
31 December
SEC filings
Annual reports and other filings on EDGAR

In fund portfolios

US-registered funds run by these managers that hold Permian Basin Royalty Trust, from their latest N-PORT filings.

Funds holding Permian Basin Royalty Trust
Horizon Kinetics Inflation Beneficiaries ETFHorizon Kinetics2.9%$42.6m30 Jun 2026