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Meixler Investment Management, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Meixler Investment Management, Ltd.
报告期 2026-03-31 · CIK 0001911615
持仓数
93
前50大市值合计
$168.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 102 项
建仓 8
增持 31
减持 59
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$2.1M
610,666
-3%
建仓
KMI
KINDER MORGAN INC DEL
+$1.9M
66,485
增持
NRP
NATURAL RESOURCE PARTNERS L
+$1.7M
77,967
+16%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$1.6M
22,076
建仓
KNF
KNIFE RIVER CORP
+$1.6M
20,930
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$1.2M
6,636
增持
EXP
EAGLE MATLS INC
+$1.1M
20,089
+12%
增持
PKST
PEAKSTONE REALTY TRUST
+$1.0M
164,127
+91%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$839.0K
28,227
+3%
增持
DMLP
DORCHESTER MINERALS LP
-$797.4K
413,972
+0%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$788.5K
9,808
+97%
减持
PLYM
PLYMOUTH INDL REIT INC
-$758.6K
11,265
-82%
建仓
—
AMRIZE LTD
+$732.8K
15,100
增持
CNQ
CANADIAN NAT RES LTD
+$653.0K
194,828
+11%
减持
OR
OR ROYALTIES INC.
+$641.3K
62,480
-14%
建仓
RGLD
ROYAL GOLD INC
+$603.1K
3,007
减持
FNV
FRANCO NEV CORP
+$552.1K
18,826
-15%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$506.9K
124,775
+14%
增持
OUNZ
VANECK MERK GOLD ETF
+$498.7K
71,698
+5%
减持
—
SANDSTORM GOLD LTD
+$420.3K
173,913
-7%
减持
SKYH
SKY HARBOUR GROUP CORPORATIO
-$397.2K
221,081
-16%
清仓
ENVX
ENOVIX CORPORATION
-$367.3K
0
-100%
减持
LEGH
LEGACY HOUSING CORP
+$355.7K
102,398
-6%
增持
HON
HONEYWELL INTL INC
+$326.3K
17,853
+21%
增持
GOOGL
ALPHABET INC
+$317.9K
3,434
+17%
增持
ALTG
ALTA EQUIPMENT GROUP INC
+$312.1K
72,192
+117%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$309.0K
7,042
-27%
减持
SU
SUNCOR ENERGY INC NEW
+$308.1K
249,447
-8%
增持
SFM
SPROUTS FMRS MKT INC
+$288.5K
6,138
+166%
清仓
GE
GE AEROSPACE
-$288.0K
0
-100%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$263.6K
564
-25%
清仓
—
ARIS WATER SOLUTIONS INC
-$255.3K
0
-100%
减持
VOXR
VOX ROYALTY CORP
+$235.2K
214,779
-1%
建仓
BAC
BANK AMERICA CORP
+$216.7K
4,200
增持
OKE
ONEOK INC NEW
-$216.5K
31,642
+2%
减持
BOC
BOSTON OMAHA CORP
-$212.6K
108,547
-7%
减持
NEM
NEWMONT CORP
+$189.3K
12,530
-34%
增持
FRPH
FRP HLDGS INC
-$180.7K
72,722
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$180.4K
6,221
-2%
减持
TYG
TORTOISE ENERGY INFRA CORP
-$166.3K
92,828
-2%
减持
ENB
ENBRIDGE INC
+$155.3K
35,295
-2%
减持
TRMB
TRIMBLE INC
-$150.9K
11,203
-20%
减持
BTU
PEABODY ENERGY CORP
+$148.9K
28,459
-39%
减持
JOE
ST JOE CO
-$140.7K
20,524
-15%
减持
WPC
WP CAREY INC
+$140.1K
36,698
-2%
减持
TIPT
TIPTREE INC
-$126.0K
27,011
-0%
减持
AIG
AMERICAN INTL GROUP INC
-$121.3K
8,580
-8%
减持
—
EMX RTY CORP
+$115.0K
51,250
-13%
增持
ATKR
ATKORE INC
+$114.4K
7,700
+47%
增持
GOOG
ALPHABET INC
+$114.0K
1,565
+4%
减持
HCC
WARRIOR MET COAL INC
-$111.7K
6,840
-43%
建仓
HE
HAWAIIAN ELEC INDUSTRIES
+$110.4K
10,000
增持
REXR
REXFORD INDL RLTY INC
+$104.0K
10,494
+14%
增持
SJT
SAN JUAN BASIN RTY TR
+$99.3K
49,600
+48%
减持
HD
HOME DEPOT INC
+$99.0K
3,316
-2%
减持
—
BUNGE GLOBAL SA
-$98.7K
4,680
-22%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$96.5K
28,165
-0%
减持
LOW
LOWES COS INC
+$91.3K
7,554
-7%
增持
BRKR
BRUKER CORP
-$91.2K
12,983
+4%
减持
CRESY
CRESUD S A C I F Y A
-$84.6K
53,543
-0%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$79.8K
6,552
-10%
减持
MOS
MOSAIC CO NEW
-$78.1K
11,944
-11%
增持
OC
OWENS CORNING NEW
+$75.8K
2,107
+30%
减持
IMO
IMPERIAL OIL LTD
-$75.4K
11,632
-18%
减持
LECO
LINCOLN ELEC HLDGS INC
-$74.3K
5,407
-17%
减持
XAR
SPDR SERIES TRUST
+$73.4K
5,367
-5%
减持
—
VALARIS LTD
-$70.7K
39,766
-17%
增持
AAPL
APPLE INC
+$70.4K
1,362
+1%
减持
TFPM
TRIPLE FLAG PRECIOUS METAL
+$69.8K
20,798
-9%
减持
HGTY
HAGERTY INC
+$54.4K
29,115
-1%
增持
GSHD
GOOSEHEAD INS INC
+$52.3K
4,135
+71%
增持
VLTO
VERALTO CORP
+$51.8K
3,153
+12%
减持
SNX
TD SYNNEX CORPORATION
+$50.6K
4,455
-11%
增持
QCOM
QUALCOMM INC
+$48.6K
3,442
+5%
减持
AEM
AGNICO EAGLE MINES LTD
+$48.2K
6,387
-26%
增持
—
CORPORACION AMER ARPTS S A
-$42.4K
58,444
+8%
清仓
CVE
CENOVUS ENERGY INC
-$41.0K
0
-100%
减持
NTR
NUTRIEN LTD
-$38.8K
4,440
-14%
减持
NPK
NATIONAL PRESTO INDS INC
+$35.3K
2,956
-2%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$32.8K
16,963
-30%
减持
TRP
TC ENERGY CORP
+$32.0K
9,528
-4%
减持
OMAB
GRUPO AEROPORTUARIO DEL CENT
-$29.9K
5,665
-3%
增持
MELI
MERCADOLIBRE INC
+$28.5K
218
+18%
减持
WCC
WESCO INTL INC
+$27.3K
3,307
-9%
减持
—
NOBLE CORP PLC
+$23.1K
24,530
-3%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$21.4K
3,849
-0%
减持
SHW
SHERWIN WILLIAMS CO
-$20.6K
598
-10%
减持
CVX
CHEVRON CORP NEW
+$16.4K
1,428
-0%
减持
SII
SPROTT INC
+$16.2K
5,776
-14%
减持
PSX
PHILLIPS 66
-$16.0K
1,827
-20%
增持
UMH
UMH PPTYS INC
+$13.8K
19,275
+19%
减持
ILPT
INDUSTRIAL LOGISTICS PPTYS T
+$13.7K
15,300
-8%
增持
ARW
ARROW ELECTRS INC
-$11.4K
3,396
+2%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$10.7K
5,977
-4%
增持
MXC
MEXCO ENERGY CORP
+$10.6K
19,827
+3%
减持
FERG
FERGUSON ENTERPRISES INC
+$5.7K
1,089
-1%
减持
ALNT
ALLIENT INC
-$5.6K
4,782
-21%
减持
—
ALEXANDER & BALDWIN INC NEW
+$4.8K
17,350
-0%
减持
ZIG
ETF SER SOLUTIONS
-$4.7K
5,540
-8%
减持
SOBO
SOUTH BOW CORP
+$3.9K
24,125
-8%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.8K
7,111
-5%
增持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
-$1.9K
16,825
+10%
