StockDriftsStockDriftsTop 28 Msrh, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORP | 62.83% | 149.5K | $70.9M | -0.51%(-772) | $299.22(+36.09%) | 2026-03-31 | |
| GBTC | Grayscale Bitcoin Trust | 19.61% | 419.6K | $22.1M | -0.58%(-2.46K) | $79.06(-39.75%) | 2026-03-31 | |
| LB | LANDBRIDGE CO LLC-A | 5.73% | 93.8K | $6.5M | -0.12%(-110) | $51.17(+44.13%) | 2026-03-31 | |
| PBT | Permian Basin Royalty Trust | 4.58% | 240.3K | $5.2M | +0.54%(+1.30K) | $17.62(+40.72%) | 2026-03-31 | |
| BTC | GRAYSCALE BITCOIN MINI TRUST | 2.74% | 103.2K | $3.1M | +0.00%(+0) | $44.68(-39.17%) | 2026-03-31 | |
| HE | Hawaiian Electric Industries Inc | 2.2% | 167.5K | $2.5M | +13.08%(+19.38K) | $11.89(+14.64%) | 2026-03-31 | |
| MSB | Mesabi Trust | 1.26% | 45.1K | $1.4M | +0.00%(+0) | $33.90(-24.50%) | 2026-03-31 | |
| HHH | HOWARD HUGHES HOLDINGS INC | 0.34% | 6.0K | $380K | -16.67%(-1.20K) | $80.97(-8.35%) | 2026-03-31 | |
| WBI | WATERBRIDGE INFRASTRUC-CL A | 0.3% | 12.5K | $335K | +0.00%(+0) | $22.61(+38.36%) | 2026-03-31 | |
| MIAX | MIAMI INTERNATIONAL HOLDINGS | 0.25% | 7.2K | $280K | new | $41.65(-1.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.53% |
Msrh, Llc reports $112.89M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are TPL (62.8%), GBTC (19.6%) and LB (5.7%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +25.62% cumulatively over 1 quarter. Figures reflect the Q1 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 Msrh, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2122489). View Msrh, Llc’s 13F filings on SEC