StockDriftsStockDriftsTop 50 Meixler Investment Management, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | 9.07% | 544.2K | $16.4M | -0.84%(-4.59K) | $14.10(+136.84%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.9% | 28.6K | $14.3M | -0.29%(-84) | $294.25(+77.86%) | 2026-06-30 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 5.23% | 97.6K | $9.5M | +4.72%(+4.40K) | $87.66(+19.66%) | 2026-06-30 | |
| DMLP | DORCHESTER MINERALS L P | 5.15% | 369.0K | $9.3M | -4.09%(-15.73K) | $19.50(+36.71%) | 2026-06-30 | |
| EXP | EAGLE MATLS INC | 3.74% | 30.1K | $6.8M | +4.60%(+1.32K) | $220.66(-3.43%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 3.5% | 172.4K | $6.3M | +10.64%(+16.57K) | $28.49(+33.63%) | 2026-06-30 | |
| SU | SUNCOR ENERGY INC NEW | 3.39% | 114.5K | $6.1M | -15.17%(-20.46K) | $24.40(+159.81%) | 2026-06-30 | |
| OKE | ONEOK INC NEW | 2.82% | 58.8K | $5.1M | +10.38%(+5.53K) | $83.29(+8.32%) | 2026-06-30 | |
| RGLD | ROYAL GOLD INC | 2.45% | 22.2K | $4.4M | +30.67%(+5.22K) | $214.56(+9.46%) | 2026-06-30 | |
| ESAB | ESAB CORPORATION | 2.41% | 44.3K | $4.4M | +83.10%(+20.09K) | $100.01(-12.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.97% | +40.37% | — | — | +52.39% |
| Top 20 Holdings Unweighted | +10.63% | +35.41% | — | — | +31.58% |
Meixler Investment Management, Ltd. reports $181.09M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are PHYS (9.1%), BRK.B (7.9%) and NRP (5.2%). The top 20 holdings account for 64.2% of reported assets. Its disclosed equity book has returned +40.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meixler Investment Management, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911615). View Meixler Investment Management, Ltd.’s 13F filings on SEC