SoftVest Advisors, LLC

CIK 0001803391 · ABILENE, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SoftVest Advisors, LLC reported 9 positions worth $921.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TPL (50.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$921.1M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
2026 Q2
9 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TPLTEXAS PACIFIC LAND CORPORATISH$464.8M50.47%1,062,099
2TPLTEXAS PACIFIC LAND CORPORATIPUT$210.2M22.82%480,200
3PBTPERMIAN BASIN RTY TRSH$155.7M16.90%6,217,107
4XOPSPDR SERIES TRUSTPUT$27.8M3.01%180,000
5TLTISHARES TRCALL$19.2M2.08%222,800
6USOUNITED STS OIL FD LPPUT$16.0M1.73%150,000
7SPYSTATE STR SPDR S&P 500 ETF TPUT$13.8M1.50%18,500
8CRTCROSS TIMBERS RTY TRSH$8.4M0.91%924,960
9USOUNITED STS OIL FD LPCALL$5.3M0.58%50,000

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

Frequently Asked Questions

What stocks does SoftVest Advisors, LLC hold as of Q2 2026?

SoftVest Advisors, LLC reported 9 positions worth $921.1M in its Q2 2026 13F filing. Largest positions: TPL (50.5%), TPL (22.8%), PBT (16.9%), XOP (3.0%) and TLT (2.1%).

What did SoftVest Advisors, LLC buy in Q2 2026?

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

What did SoftVest Advisors, LLC 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.