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Texas Pacific Land Corporation

TPL Energy
$531.13 +$2.16 (0.41%)
Market Cap: $36.62 B
Gurus Holding
6
Popularity Rank
#1348
% of Shares Held
15.47%
Net Activity (Q4 2025)
-$94.75 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.66 B.

Top institutional holders include Murray Stahl and Cliff Asness.

Notably, Murray Stahl has expressed high conviction in this stock, allocating 40.14% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $94.75 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 27.2%. Conversely, Renaissance Technologies reduced exposure by 67.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.17 M
Total Buy Value
New Buys 0
Additions 2
-$97.92 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Texas Pacific Land Corporation (TPL)

Major holders include Murray Stahl ($2.97 B), Cliff Asness ($59.49 M), Renaissance Technologies ($12.59 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 10.66 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $94.75 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited TPL. The total reported sell value was $97.92 M.

Yes, 0 managers opened new positions in TPL, and 2 increased their existing holdings. The total reported buy value was $3.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
40.14% Reduce -1.7% 10,333,762 $2.97 B Q4 2025
0.03% Reduce -23.8% 207,137 $59.49 M Q4 2025
0.02% Reduce -67.5% 43,820 $12.59 M Q4 2025
0.04% Add 27.2% 41,307 $11.86 M Q4 2025
0.04% Reduce -15.9% 25,266 $7.26 M Q4 2025
0.04% Add 19.3% 13,653 $3.92 M Q4 2025
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