StockDriftsStockDriftsTop 3 Softvest Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 73.91% | 1.06M | $464.8M | +0.00%(+0) | $80.16(+347.27%) | 2026-06-30 | |
| PBT | PERMIAN BASIN RTY TR | 24.76% | 6.22M | $155.7M | +0.00%(+0) | $8.45(+286.74%) | 2026-06-30 | |
| CRT | CROSS TIMBERS RTY TR | 1.33% | 925.0K | $8.4M | +32.54%(+227.07K) | $9.45(+9.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.96% | +129.78% | +21.22% | +161.74% |
| Top 20 Holdings Unweighted | +28.20% | +110.71% | +35.45% | +355.94% |
Softvest Advisors LLC reports $921.06M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are TPL (73.9%), PBT (24.8%) and CRT (1.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +129.78% 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 Softvest Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803391). View Softvest Advisors LLC’s 13F filings on SEC