Meixler Investment Management

Meixler Investment Management as of June 30, 2025

Portfolio Holdings for Meixler Investment Management

Meixler Investment Management holds 95 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sprott Physical Gold Tr Unit (PHYS) 10.9 $16M 632k 25.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.1 $13M 28k 485.77
Dorchester Minerals Com Unit (DMLP) 7.9 $12M 413k 27.86
Suncor Energy (SU) 6.9 $10M 272k 37.45
Natural Resource Partners L Com Unit Ltd Par (NRP) 4.4 $6.4M 68k 95.51
Canadian Natural Resources (CNQ) 3.8 $5.5M 176k 31.40
Tortoise Energy Infrastructure closed end funds (TYG) 2.8 $4.2M 95k 43.89
Franco-Nevada Corporation (FNV) 2.5 $3.6M 22k 163.92
Eagle Materials (EXP) 2.5 $3.6M 18k 202.11
Honeywell International (HON) 2.3 $3.4M 15k 232.88
Enterprise Products Partners (EPD) 2.3 $3.4M 110k 31.01
Lockheed Martin Corporation (LMT) 2.0 $2.9M 6.3k 463.16
Sky Harbour Group Corporatio Com Cl A (SKYH) 1.8 $2.6M 264k 9.77
Oneok (OKE) 1.7 $2.5M 31k 81.63
Legacy Housing Corp (LEGH) 1.7 $2.5M 109k 22.66
Wp Carey (WPC) 1.6 $2.3M 38k 62.38
Vaneck Merk Gold Etf Gold Shs (OUNZ) 1.5 $2.2M 68k 31.89
Valaris Cl A (VAL) 1.4 $2.0M 48k 42.11
Frp Holdings (FRPH) 1.3 $2.0M 73k 26.89
Or Royalties Com Shs (OR) 1.3 $1.9M 73k 25.71
Lowe's Companies (LOW) 1.2 $1.8M 8.1k 221.87
Sandstorm Gold Com New (SAND) 1.2 $1.8M 187k 9.40
Boston Omaha Corp Cl A Com Stk (BOC) 1.1 $1.6M 116k 14.04
Enbridge (ENB) 1.1 $1.6M 36k 45.32
Lincoln Electric Holdings (LECO) 0.9 $1.3M 6.5k 207.32
Home Depot (HD) 0.8 $1.2M 3.4k 366.63
Spdr Series Trust Aerospace Def (XAR) 0.8 $1.2M 5.6k 210.94
Lamar Advertising Cl A (LAMR) 0.8 $1.2M 9.7k 121.36
St. Joe Company (JOE) 0.8 $1.2M 24k 47.70
Peakstone Realty Trust Common Shares (PKST) 0.8 $1.1M 86k 13.21
Imperial Oil Com New (IMO) 0.8 $1.1M 14k 79.48
Newmont Mining Corporation (NEM) 0.8 $1.1M 19k 58.26
Corporacion Amer Arpts S A (CAAP) 0.8 $1.1M 54k 20.26
Trimble Navigation (TRMB) 0.7 $1.1M 14k 75.98
Agnico (AEM) 0.7 $1.0M 8.6k 118.93
Plymouth Indl Reit (PLYM) 0.7 $1.0M 63k 16.06
American Intl Group Com New (AIG) 0.5 $795k 9.3k 85.59
Texas Pacific Land Corp (TPL) 0.5 $790k 748.00 1056.39
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.5 $693k 5.0k 139.02
Vox Rty Corp Cda F (VOXR) 0.5 $688k 218k 3.16
SYNNEX Corporation (SNX) 0.5 $679k 5.0k 135.70
South Bow Corp (SOBO) 0.5 $679k 26k 25.91
WESCO International (WCC) 0.5 $672k 3.6k 185.20
Noble Corp Ord Shs A (NE) 0.5 $671k 25k 26.55
Wheaton Precious Metals Corp (WPM) 0.4 $653k 7.3k 89.80
Tiptree Finl Inc cl a (TIPT) 0.4 $639k 27k 23.58
Peabody Energy (BTU) 0.4 $621k 46k 13.42
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.4 $618k 5.9k 105.50
Cresud S A C I F Y A Sponsored Adr (CRESY) 0.4 $577k 54k 10.76
Warrior Met Coal (HCC) 0.4 $547k 12k 45.83
Triple Flag Precious Metals (TFPM) 0.4 $539k 23k 23.69
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $526k 6.2k 84.83
Qualcomm (QCOM) 0.4 $524k 3.3k 159.24
Alphabet Cap Stk Cl A (GOOGL) 0.4 $517k 2.9k 176.24
Bruker Corporation (BRKR) 0.4 $513k 13k 41.20
Mosaic (MOS) 0.3 $492k 14k 36.48
Tc Energy Corp (TRP) 0.3 $486k 10k 48.79
MercadoLibre (MELI) 0.3 $481k 184.00 2613.63
Bunge Global Sa Com Shs (BG) 0.3 $479k 6.0k 80.28
Sprott Com New (SII) 0.3 $464k 6.7k 69.09
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $459k 7.5k 61.21
Enovix Corp (ENVX) 0.3 $444k 43k 10.34
Arrow Electronics (ARW) 0.3 $422k 3.3k 127.43
Sprouts Fmrs Mkt (SFM) 0.3 $379k 2.3k 164.64
Atkore Intl (ATKR) 0.3 $369k 5.2k 70.55
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $346k 28k 12.24
Exxon Mobil Corporation (XOM) 0.2 $330k 3.1k 107.80
Rexford Industrial Realty Inc reit (REXR) 0.2 $328k 9.2k 35.57
Ss&c Technologies Holding (SSNC) 0.2 $320k 3.9k 82.80
Alexander & Baldwin (ALEX) 0.2 $311k 17k 17.83
Nutrien (NTR) 0.2 $300k 5.1k 58.24
National Presto Industries (NPK) 0.2 $296k 3.0k 97.96
Hagerty Cl A Com (HGTY) 0.2 $296k 29k 10.11
Ge Aerospace Com New (GE) 0.2 $288k 1.1k 257.39
Veralto Corp Com Shs (VLTO) 0.2 $284k 2.8k 100.95
Apple (AAPL) 0.2 $276k 1.3k 205.18
Phillips 66 (PSX) 0.2 $274k 2.3k 119.30
UMH Properties (UMH) 0.2 $272k 16k 16.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $267k 1.5k 177.39
Goosehead Ins Com Cl A (GSHD) 0.2 $255k 2.4k 105.51
Aris Water Solutions Class A Com (ARIS) 0.2 $255k 11k 23.65
Ferguson Enterprises Common Stock New (FERG) 0.2 $239k 1.1k 217.75
Sherwin-Williams Company (SHW) 0.2 $228k 663.00 343.36
Owens Corning (OC) 0.2 $222k 1.6k 137.52
Allied Motion Technologies (ALNT) 0.1 $220k 6.0k 36.31
Cenovus Energy (CVE) 0.1 $219k 16k 13.60
Etf Ser Solutions Acquirers Fd (ZIG) 0.1 $213k 6.1k 35.26
Innovative Solutions & Support (ISSC) 0.1 $212k 15k 13.88
Alta Equipment Group Common Stock (ALTG) 0.1 $211k 33k 6.32
Chevron Corporation (CVX) 0.1 $205k 1.4k 143.22
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.1 $200k 34k 5.98
Cleveland-cliffs (CLF) 0.1 $183k 24k 7.60
Mexco Energy Corporation (MXC) 0.1 $171k 19k 8.87
E M X Royalty Corpor small blend (EMX) 0.1 $149k 59k 2.52
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.1 $76k 17k 4.55