MSRH

MSRH as of Dec. 31, 2025

Portfolio Holdings for MSRH

MSRH holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 48.2 $43M 150k 287.22
Grayscale Bitcoin Trust Shs Rep Com Ut (GBTC) 32.2 $29M 422k 68.36
Landbridge Co Llc-a Cl A (LB) 5.1 $4.6M 94k 48.99
Permian Basin Royalty Trust Unit Ben Int (PBT) 4.5 $4.1M 239k 16.98
Grayscale Bitcoin Mini Trust Shs New (BTC) 4.5 $4.0M 103k 38.73
Hawaiian Electric Industries (HE) 2.0 $1.8M 148k 12.30
Mesabi Trust Ctf Ben Int (MSB) 1.9 $1.7M 45k 38.52
Howard Hughes Holdings (HHH) 0.6 $574k 7.2k 79.77
Waterbridge Infrastruc-cl A Cl A Shs Repstg (WBI) 0.3 $250k 13k 20.01
Wheaton Precious Metals Corp (WPM) 0.2 $167k 1.4k 117.52
Liberty Media Corp-lib-new-a Com Lbty One S A (FWONA) 0.1 $101k 1.1k 89.38
Franco-Nevada Corporation (FNV) 0.1 $98k 471.00 207.28
Novo Nordisk A/S Novo Nordisk Asb (NVO) 0.1 $95k 1.9k 50.88
Civeo Corp Com New (CVEO) 0.0 $27k 1.2k 22.87
Seaport Entertainment Group Common Stock (SEG) 0.0 $25k 1.3k 19.77
Bakkt Holdings Com Cl A New (BKKT) 0.0 $12k 1.1k 10.04
Alliance Resource Partners Ut Ltd Part (ARLP) 0.0 $6.9k 296.00 23.23
Ishares Bitcoin Trust Shs Ben Int (IBIT) 0.0 $5.1k 102.00 49.65
Atlanta Braves Holdings In-c Com Ser C (BATRK) 0.0 $4.6k 117.00 39.45
Novagold Resources Com New (NG) 0.0 $3.7k 400.00 9.32
Tejon Ranch Company (TRC) 0.0 $1.3k 81.00 15.77
iShares Silver Trust Ishares (SLV) 0.0 $515.000000 8.00 64.38
Trilogy Metals (TMQ) 0.0 $283.998000 66.00 4.30
Fermi (FRMI) 0.0 $114.000600 14.00 8.14
Circle Internet Group Com Cl A (CRCL) 0.0 $79.000000 1.00 79.00
Plains All Amer Pipeline Unit Ltd Partn (PAA) 0.0 $36.000000 2.00 18.00
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $33.000000 2.00 16.50
Gci Liberty Inc - Class A Com Ser A (GLIBA) 0.0 $0 3.4k 0.00