MSRH

MSRH as of March 31, 2026

Portfolio Holdings for MSRH

MSRH holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 62.8 $71M 150k 474.56
Grayscale Bitcoin Trust Shs Rep Com Ut (GBTC) 19.6 $22M 420k 52.76
Landbridge Co Llc-a Cl A (LB) 5.7 $6.5M 94k 69.05
Permian Basin Royalty Trust Unit Ben Int (PBT) 4.6 $5.2M 240k 21.52
Grayscale Bitcoin Mini Trust Shs New (BTC) 2.7 $3.1M 103k 29.99
Hawaiian Electric Industries (HE) 2.2 $2.5M 168k 14.84
Mesabi Trust Ctf Ben Int (MSB) 1.3 $1.4M 45k 31.50
Howard Hughes Holdings (HHH) 0.3 $380k 6.0k 63.26
Waterbridge Infrastruc-cl A Cl A Shs Repstg (WBI) 0.3 $335k 13k 26.79
Miami Intl Hldgs (MIAX) 0.2 $280k 7.2k 38.92
Novo Nordisk A/S Novo Nordisk Asb (NVO) 0.1 $69k 1.9k 36.75
Civeo Corp Com New (CVEO) 0.0 $31k 1.2k 26.46
Seaport Entertainment Group Common Stock (SEG) 0.0 $27k 1.3k 21.48
Carnival Corp Common Stock (CCL) 0.0 $12k 455.00 25.88
Royal Caribbean Group 0.0 $8.8k 32.00 275.19
Bakkt Holdings Com Cl A New (BKKT) 0.0 $8.4k 1.1k 7.36
Alliance Resource Partners Ut Ltd Part (ARLP) 0.0 $8.2k 296.00 27.65
Wheaton Precious Metals Corp (WPM) 0.0 $5.8k 44.00 131.00
Ishares Bitcoin Trust Shs Ben Int (IBIT) 0.0 $3.9k 102.00 38.42
Novagold Resources Com New (NG) 0.0 $3.6k 400.00 8.98
Tejon Ranch Company (TRC) 0.0 $1.5k 81.00 18.84
Circle Internet Group Com Cl A (CRCL) 0.0 $571.999800 6.00 95.33
iShares Silver Trust Ishares (SLV) 0.0 $545.000000 8.00 68.12
Burford Capital Ord Shs (BUR) 0.0 $324.998800 76.00 4.28
Trilogy Metals (TMQ) 0.0 $236.999400 66.00 3.59
Fermi (FRMI) 0.0 $187.001600 32.00 5.84
Plains All Amer Pipeline Unit Ltd Partn (PAA) 0.0 $45.000000 2.00 22.50
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $39.000000 2.00 19.50
Tharimmune (CNTN) 0.0 $7.000000 2.00 3.50