account_balance
Investment manager · 13F filer · SEC CIK 1056823
Horizon Kinetics Asset Management LLC
Reported value$7.94Bas of Sep 30, 2026
Positions347 10 new, 13 sold out
Top 10 weight74.5%TPL alone is 40%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TPLTexas Pacific Land Corporati
39.8%
BTCGrayscale Bitcoin Mini Tr Et
9.0%Added +220%
LBLandbridge Company LLC
6.0%
GBTCGrayscale Bitcoin Trust ETF
3.5%Trimmed −65%
MIAXMiami Intl Hldgs Inc
3.3%
WBIWaterbridge Infrastructure L
2.7%
PBTPermian Basin Rty Tr
2.7%
WPMWheaton Precious Metals Corp
2.7%Trimmed −5%
HEHawaiian Elec Inds Inc MTN B
2.5%
FNV2.3%ICEIntercontinental Exchange In
1.9%Added +3%
CBOECboe Global MKTS Inc
1.4%
TPLTexas Pacific Land Corporati
39.8%
BTCGrayscale Bitcoin Mini Tr Et
9.0%Added +220%
LBLandbridge Company LLC
6.0%
GBTC3.5%MIAX3.3%WBI2.7%PBT2.7%WPM2.7%HE2.5%FNV2.3%ICE1.9%CBOEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TPL Texas Pacific Land Corporati 39.8% HeldBTC Grayscale Bitcoin Mini Tr Et 9.0% Added +220%LB Landbridge Company LLC 6.0% HeldGBTC Grayscale Bitcoin Trust ETF 3.5% Trimmed −65%MIAX Miami Intl Hldgs Inc 3.3% HeldWBI Waterbridge Infrastructure L 2.7% HeldPBT Permian Basin Rty Tr 2.7% HeldWPM Wheaton Precious Metals Corp 2.7% Trimmed −5%HE Hawaiian Elec Inds Inc MTN B 2.5% HeldFNV Franco Nev Corp 2.3% HeldICE Intercontinental Exchange In 1.9% Added +3%CBOE Cboe Global MKTS Inc 1.4% Held
What changed