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Texas Pacific Land Corporation

TPL Energy
$369.1 +$3 (0.82%)
Market Cap: $25.46 B
Gurus Holding
6
Popularity Rank
#1284
% of Shares Held
14.76%
Net Activity (Q2 2026)
+$19.83 M

Guru Ownership Trend

Guru Analysis for Texas Pacific Land Corporation (TPL)

Texas Pacific Land Corporation (TPL), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.76 B.

Top institutional holders include Murray Stahl and Cliff Asness.

Notably, Murray Stahl has expressed high conviction in this stock, allocating 48.64% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $19.83 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 330.3%. Conversely, Jefferies Group reduced exposure by 24.7%.

Key Holders

Top 5 by Value

$4.29 B
$123.67 M
$18.88 M
$15.72 M
$5.98 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$113.8 M
Total Buy Value
New Buys 1
Additions 1
-$93.97 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Texas Pacific Land Corporation (TPL)

Major holders include Murray Stahl ($4.29 B), Cliff Asness ($123.67 M), Paul Tudor Jones ($18.88 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 10.18 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.83 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited TPL. The total reported sell value was $93.97 M.

Yes, 1 managers opened new positions in TPL, and 1 increased their existing holdings. The total reported buy value was $113.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
48.64% Reduce -2.1% 9,802,899 $4.29 B Q2 2026
0.04% Add 330.3% 282,585 $123.67 M Q2 2026
0.03% New Buy 43,130 $18.88 M Q2 2026
0.04% Reduce -4.6% 35,927 $15.72 M Q2 2026
0.05% 13,653 $5.98 M Q2 2026
0.00% Reduce -24.7% 1,495 $654,271 Q2 2026
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