Meixler Investment Management

Meixler Investment Management as of Sept. 30, 2025

Portfolio Holdings for Meixler Investment Management

Meixler Investment Management holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sprott Asset Management Physical Gold Tr (PHYS) 11.0 $18M 611k 29.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.7 $14M 28k 502.74
Dorchester Minerals Com Unit (DMLP) 6.5 $11M 414k 25.89
Suncor Energy (SU) 6.4 $10M 249k 41.81
Natural Resource Partners L Com Unit Ltd Par (NRP) 5.0 $8.2M 78k 105.00
Canadian Natural Resources (CNQ) 3.8 $6.2M 195k 31.96
Eagle Materials (EXP) 2.9 $4.7M 20k 233.04
Franco-Nevada Corporation (FNV) 2.6 $4.2M 19k 222.91
Tortoise Energy Infrastructure closed end funds (TYG) 2.4 $4.0M 93k 43.09
Enterprise Products Partners (EPD) 2.4 $3.9M 125k 31.27
Honeywell International (HON) 2.3 $3.8M 18k 210.50
Lockheed Martin Corporation (LMT) 1.9 $3.1M 6.2k 499.23
Legacy Housing Corp (LEGH) 1.7 $2.8M 102k 27.51
Vaneck Merk Gold Etf Gold Shs (OUNZ) 1.6 $2.7M 72k 37.19
Or Royalties Com Shs (OR) 1.5 $2.5M 63k 40.08
Wp Carey (WPC) 1.5 $2.5M 37k 67.57
Oneok (OKE) 1.4 $2.3M 32k 72.97
Sky Harbour Group Corporatio Com Cl A (SKYH) 1.3 $2.2M 221k 9.87
Sandstorm Gold Com New (SAND) 1.3 $2.2M 174k 12.52
Peakstone Realty Trust Common Shares (PKST) 1.3 $2.2M 164k 13.12
Valaris Cl A (VAL) 1.2 $1.9M 40k 48.77
Lowe's Companies (LOW) 1.2 $1.9M 7.6k 251.31
Kinder Morgan (KMI) 1.1 $1.9M 67k 28.31
Enbridge (ENB) 1.1 $1.8M 35k 50.46
Frp Holdings (FRPH) 1.1 $1.8M 73k 24.36
Canadian Pacific Kansas City (CP) 1.0 $1.6M 22k 74.49
Knife River Corp Common Stock (KNF) 1.0 $1.6M 21k 76.87
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.9 $1.5M 9.8k 151.08
Boston Omaha Corp Cl A Com Stk (BOC) 0.9 $1.4M 109k 13.08
Home Depot (HD) 0.8 $1.3M 3.3k 405.23
Lincoln Electric Holdings (LECO) 0.8 $1.3M 5.4k 235.83
Spdr Series Trust Aerospace Def (XAR) 0.8 $1.3M 5.4k 234.96
Penske Automotive (PAG) 0.7 $1.2M 6.6k 173.91
Agnico (AEM) 0.7 $1.1M 6.4k 168.56
Corporacion Amer Arpts S A (CAAP) 0.6 $1.1M 58k 18.12
Newmont Mining Corporation (NEM) 0.6 $1.1M 13k 84.31
Imperial Oil Com New (IMO) 0.6 $1.1M 12k 90.74
St. Joe Company (JOE) 0.6 $1.0M 21k 49.48
Vox Rty Corp Cda F (VOXR) 0.6 $924k 215k 4.30
Trimble Navigation (TRMB) 0.6 $915k 11k 81.65
Lamar Advertising Cl A (LAMR) 0.5 $862k 7.0k 122.42
Alphabet Cap Stk Cl A (GOOGL) 0.5 $835k 3.4k 243.11
Peabody Energy (BTU) 0.5 $755k 29k 26.52
Amrize SHS (AMRZ) 0.4 $733k 15k 48.53
Wheaton Precious Metals Corp (WPM) 0.4 $733k 6.6k 111.84
SYNNEX Corporation (SNX) 0.4 $730k 4.5k 163.75
WESCO International (WCC) 0.4 $699k 3.3k 211.50
Noble Corp Ord Shs A (NE) 0.4 $694k 25k 28.28
South Bow Corp (SOBO) 0.4 $683k 24k 28.29
American Intl Group Com New (AIG) 0.4 $674k 8.6k 78.54
Sprouts Fmrs Mkt (SFM) 0.4 $668k 6.1k 108.80
Triple Flag Precious Metals (TFPM) 0.4 $609k 21k 29.26
Royal Gold (RGLD) 0.4 $603k 3.0k 200.58
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.4 $588k 5.7k 103.87
Qualcomm (QCOM) 0.3 $573k 3.4k 166.34
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $537k 6.0k 89.77
Texas Pacific Land Corp (TPL) 0.3 $527k 564.00 933.64
Alta Equipment Group Common Stock (ALTG) 0.3 $523k 72k 7.24
Tc Energy Corp (TRP) 0.3 $518k 9.5k 54.41
Tiptree Finl Inc cl a (TIPT) 0.3 $518k 27k 19.17
MercadoLibre (MELI) 0.3 $510k 218.00 2336.94
Cresud S A C I F Y A Sponsored Adr (CRESY) 0.3 $493k 54k 9.20
Atkore Intl (ATKR) 0.3 $483k 7.7k 62.74
Sprott Com New (SII) 0.3 $481k 5.8k 83.19
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $462k 7.1k 65.00
Sprott Asset Management Physical Silver (PSLV) 0.3 $442k 28k 15.70
Warrior Met Coal (HCC) 0.3 $435k 6.8k 63.64
Rexford Industrial Realty Inc reit (REXR) 0.3 $431k 11k 41.11
Bruker Corporation (BRKR) 0.3 $422k 13k 32.49
Mosaic (MOS) 0.3 $414k 12k 34.68
Arrow Electronics (ARW) 0.3 $411k 3.4k 121.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $381k 1.6k 243.55
Bunge Global Sa Com Shs (BG) 0.2 $380k 4.7k 81.25
Hagerty Cl A Com (HGTY) 0.2 $351k 29k 12.04
Apple (AAPL) 0.2 $347k 1.4k 254.64
Exxon Mobil Corporation (XOM) 0.2 $345k 3.1k 112.75
Ss&c Technologies Holding (SSNC) 0.2 $342k 3.8k 88.76
Veralto Corp Com Shs (VLTO) 0.2 $336k 3.2k 106.61
National Presto Industries (NPK) 0.2 $332k 3.0k 112.15
Alexander & Baldwin (ALEX) 0.2 $316k 17k 18.19
Goosehead Ins Com Cl A (GSHD) 0.2 $308k 4.1k 74.42
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.2 $300k 50k 6.04
Owens Corning (OC) 0.2 $298k 2.1k 141.46
UMH Properties (UMH) 0.2 $286k 19k 14.85
E M X Royalty Corpor small blend (EMX) 0.2 $264k 51k 5.15
Nutrien (NTR) 0.2 $261k 4.4k 58.71
Plymouth Indl Reit (PLYM) 0.2 $252k 11k 22.33
Phillips 66 (PSX) 0.2 $249k 1.8k 136.02
Ferguson Enterprises Common Stock New (FERG) 0.1 $245k 1.1k 224.58
Chevron Corporation (CVX) 0.1 $222k 1.4k 155.32
Bank of America Corporation (BAC) 0.1 $217k 4.2k 51.59
Allied Motion Technologies (ALNT) 0.1 $214k 4.8k 44.75
Innovative Solutions & Support (ISSC) 0.1 $210k 17k 12.49
Etf Ser Solutions Acquirers Fd (ZIG) 0.1 $209k 5.5k 37.67
Sherwin-Williams Company (SHW) 0.1 $207k 598.00 346.26
Cleveland-cliffs (CLF) 0.1 $207k 17k 12.20
Mexco Energy Corporation (MXC) 0.1 $182k 20k 9.16
Hawaiian Electric Industries (HE) 0.1 $110k 10k 11.04
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.1 $89k 15k 5.83