Guru Ownership Trend
Guru Analysis for Black Stone Minerals, L.P. (BSM)
Black Stone Minerals, L.P. (BSM), a key player in the Energy sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.03 M.
Top institutional holders include Murray Stahl and Jefferies Group.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.06 M net outflow during the quarter.
Recent activity highlights Tweedy Browne who increased their stake by 104.8%. Conversely, Murray Stahl reduced exposure by 41.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.03% | Reduce -41.0% | 158,638 | $2.08 M | Q3 2025 | |
| 0.00% | 62,400 | $819,936 | Q3 2025 | ||
| 0.05% | Add 104.8% | 42,701 | $561,091 | Q3 2025 | |
| 0.00% | Add 52.8% | 22,260 | $292,496 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Black Stone Minerals, L.P. (BSM)
Major holders include Murray Stahl ($2.08 M), Jefferies Group ($819,936), Tweedy Browne ($561,091). According to the latest reported data, 4 tracked investment managers collectively hold approximately 285,999 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.06 M, with 2 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited BSM. The total reported sell value was $1.45 M.
Yes, 0 managers opened new positions in BSM, and 2 increased their existing holdings. The total reported buy value was $388,181.67.