StockDriftsStockDriftsTop 12 Santa Monica Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp. - Common Stock | 38.24% | 162.0K | $70.9M | +0.00%(+0) | $53.25(+572.07%) | 2026-06-30 | |
| MA | Mastercard Incorporated - Common Stock | 28.31% | 102.2K | $52.5M | +0.00%(+0) | $146.28(+287.51%) | 2026-06-30 | |
| BELFB | Bel Fuse Inc. - Class B Common Stock | 12.15% | 67.6K | $22.5M | +0.00%(+0) | $28.19(+956.79%) | 2026-06-30 | |
| GRMN | Garmin Ltd. - Common Stock | 5.22% | 40.8K | $9.7M | +0.00%(+0) | $65.10(+376.53%) | 2026-06-30 | |
| BCPC | Balchem Corp. - Common Stock | 4.66% | 51.1K | $8.6M | +0.00%(+0) | $80.60(+121.48%) | 2026-06-30 | |
| BELFA | Bel Fuse Inc. - Class A Common Stock | 3.68% | 23.4K | $6.8M | +0.00%(+0) | $24.51(+912.36%) | 2026-06-30 | |
| BR | Broadridge Financial Solutions, Inc. - Common Stock | 3.01% | 40.8K | $5.6M | +0.00%(+0) | $85.70(+99.54%) | 2026-06-30 | |
| BRK.A | Berkshire Hathaway Inc. Common Stock | 1.62% | 4 | $3.0M | +0.00%(+0) | $297600.00(+151.14%) | 2026-06-30 | |
| LB | Landbridge Company - Common Stock | 0.77% | 18.0K | $1.4M | +0.00%(+0) | $64.37(+22.25%) | 2026-06-30 | |
| MCB | Metropolitan Bank Holding Corp. - Common Stock | 0.42% | 7.8K | $771K | +0.00%(+0) | $41.85(+129.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.49% | +79.32% | +12.31% | +78.67% |
| Top 20 Holdings Unweighted | +18.06% | +64.56% | +11.55% | +72.76% |
Santa Monica Partners LP reports $185.39M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are TPL (38.2%), MA (28.3%) and BELFB (12.2%). The top 20 holdings account for 98.42% of reported assets. Its disclosed equity book has returned +79.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Santa Monica Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 904793). View Santa Monica Partners LP’s 13F filings on SEC