SANTA MONICA PARTNERS LP

CIK 0000904793 · PALM BEACH GARDENS, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

SANTA MONICA PARTNERS LP reported 13 positions worth $185.4K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: TPLUSD (38.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$185.4K
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.2%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TPLUSDTexas Pacific Land Corp. - Common StockSH$70.9K38.24%161,973
2MAMastercard Incorporated - Common StockSH$52.5K28.31%102,170
3BELFBBel Fuse Inc. - Class B Common StockSH$22.5K12.15%67,634
4GRMNGarmin Ltd. - Common StockSH$9.7K5.22%40,755
5BCPCBalchem Corp. - Common StockSH$8.6K4.66%51,100
6BELFABel Fuse Inc. - Class A Common StockSH$6.8K3.68%23,434
7BRBroadridge Financial Solutions, Inc. - Common StockSH$5.6K3.01%40,793
8BRK-ABerkshire Hathaway Inc. Common StockSH$3.0K1.62%4
9389930109Grayscale Bitcoin Trust ETFSH$3.0K1.59%64,932
10LBLandbridge Company - Common StockSH$1.4K0.77%18,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SANTA MONICA PARTNERS LP hold as of Q2 2026?

SANTA MONICA PARTNERS LP reported 13 positions worth $185.4K in its Q2 2026 13F filing. Largest positions: TPLUSD (38.2%), MA (28.3%), BELFB (12.1%), GRMN (5.2%) and BCPC (4.7%).

What did SANTA MONICA PARTNERS LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SANTA MONICA PARTNERS LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.