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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.84 B.
Top institutional holders include Murray Stahl and Cliff Asness.
Notably, Murray Stahl has expressed high conviction in this stock, allocating 39.89% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $45.09 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 158.4%. Conversely, Mario Gabelli reduced exposure by 37.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 39.89% | Reduce -2.0% | 10,514,076 | $3.27 B | Q3 2025 | |
| 0.05% | Add 65.1% | 271,767 | $84.58 M | Q3 2025 | |
| 0.06% | Reduce -28.6% | 45,004 | $42.02 M | Q3 2025 | |
| 0.04% | Add 158.4% | 10,827 | $10.11 M | Q3 2025 | |
| 0.04% | Add 32.9% | 30,045 | $9.35 M | Q3 2025 | |
| 0.03% | Reduce -37.5% | 11,448 | $3.56 M | 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 Texas Pacific Land Corporation (TPL)
Major holders include Murray Stahl ($3.27 B), Cliff Asness ($84.58 M), Renaissance Technologies ($42.02 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 10.88 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $45.09 M, with 3 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 $86.95 M.
Yes, 0 managers opened new positions in TPL, and 3 increased their existing holdings. The total reported buy value was $41.86 M.