Murray Stahl’s PBT Holdings & Trades

First Buy
Q2 2016
Duration Held
38 Quarters
Largest Add
Q2 2025
+1.71 M shares
Current Position
6.1 M shares
$111.31 M value

Murray Stahl's PBT Position Overview

Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 6.1M shares of Permian Basin Royalty Trust (PBT) worth $111.31 M, representing 1.36% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.

Based on 13F filings, Murray Stahl has maintained a strategic position in PBT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 1.7M shares. Largest reduction occurred in Q4 2023, reducing 362.7K shares.

Analysis based on 13F filings available since 2013 Q2

Murray Stahl's Permian Basin Royalty Trust (PBT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Permian Basin Royalty Trust (PBT) Trades by Murray Stahl

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2016 +320,578 New Buy 320,578 $7.33
Q3 2016 +50,953 Add 15.89% 371,531 $6.97
Q4 2016 +5,841 Add 1.57% 377,372 $7.71
Q1 2017 +1,498 Add 0.40% 378,870 $9.35
Q2 2017 +116,874 Add 30.85% 495,744 $8.70
Q3 2017 -2,202 Reduce 0.44% 493,542 $8.71
Q4 2017 +11 Add 0.00% 493,553 $8.87
Q1 2018 -2,851 Reduce 0.58% 490,702 $9.65
Q2 2018 -522 Reduce 0.11% 490,180 $9.33
Q3 2018 -3,055 Reduce 0.62% 487,125 $7.96
Q4 2018 -17,690 Reduce 3.63% 469,435 $5.90
Q1 2019 +461,979 Add 0.00% 461,978 $7.53
Q2 2019 +445 Add 0.10% 462,423 $6.09
Q3 2019 -6,360 Reduce 1.38% 456,063 $5.19
Q4 2019 -23,422 Reduce 5.14% 432,641 $3.86
Q1 2020 -53,906 Reduce 12.46% 378,735 $2.82
Q2 2020 -12,450 Reduce 3.29% 366,285 $3.30
Q3 2020 +12,944 Add 3.53% 379,229 $2.48
Q4 2020 +9,767 Add 2.58% 388,996 $3.31
Q1 2021 -51,224 Reduce 13.17% 337,772 $3.98
Q2 2021 -3,865 Reduce 1.14% 333,907 $5.62
Q3 2021 -6,825 Reduce 2.04% 327,082 $5.73
Q4 2021 +53,939 Add 16.49% 381,021 $10.10
Q1 2022 +720,366 Add 189.06% 1.1 M $12.51
Q2 2022 +989,108 Add 89.81% 2.09 M $16.55
Q3 2022 +985,353 Add 47.13% 3.08 M $16.33
Q4 2022 +668,841 Add 21.74% 3.74 M $25.20
Q1 2023 +293,376 Add 7.83% 4.04 M $24.40
Q2 2023 -44,662 Reduce 1.11% 3.99 M $24.93
Q3 2023 -46,953 Reduce 1.18% 3.95 M $21.25
Q4 2023 -362,708 Reduce 9.19% 3.58 M $13.96
Q1 2024 -38,722 Reduce 1.08% 3.55 M $12.10
Q2 2024 +138,183 Add 3.90% 3.68 M $11.26
Q3 2024 +1,061 Add 0.03% 3.68 M $11.89
Q4 2024 +261,819 Add 7.11% 3.95 M $11.08
Q1 2025 +188,244 Add 4.77% 4.13 M $9.91
Q2 2025 +1.71 M Add 41.25% 5.84 M $12.46
Q3 2025 +259,224 Add 4.44% 6.1 M $18.25

Murray Stahl's Permian Basin Royalty Trust Investment FAQs

Murray Stahl first purchased Permian Basin Royalty Trust (PBT) in Q2 2016, acquiring 320,578 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Murray Stahl has held Permian Basin Royalty Trust (PBT) for 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Murray Stahl's largest addition to Permian Basin Royalty Trust (PBT) was in Q2 2025, adding 5,839,825 shares worth $72.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 6,099,049 shares of Permian Basin Royalty Trust (PBT), valued at approximately $111.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Permian Basin Royalty Trust (PBT) represents approximately 1.36% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Murray Stahl's peak holding in Permian Basin Royalty Trust (PBT) was 6,099,049 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.