16
TPL
TEXAS PACIFIC LAND CORPORATI · Real Estate
Consensus score 16/100 · #28 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
26.0%
of their portfolios
Combined value
$4.77B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Horizon Kinetics Franchise/inflation | 51.5% | $4.75B | TRIM |
| Hosking Partners Concentrated | 0.6% | $17M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.