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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 105 项
建仓 7
增持 35
减持 48
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SU
SUNCOR ENERGY INC NEW
-$2.5M
177,948
-29%
增持
RGLD
ROYAL GOLD INC
+$2.4M
13,559
+351%
清仓
—
SANDSTORM GOLD LTD
-$2.2M
0
-100%
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。
增持
NRP
NATURAL RESOURCE PARTNERS L
+$1.7M
94,506
+21%
建仓
MUSA
MURPHY USA INC
+$1.6M
3,970
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.5M
2
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.5M
592,961
-3%
增持
DMLP
DORCHESTER MINERALS LP
-$1.4M
414,544
+0%
减持
CNQ
CANADIAN NAT RES LTD
-$1.4M
141,124
-28%
建仓
DIN
DINE BRANDS GLOBAL INC
+$1.2M
36,668
建仓
MDV
MODIV INDUSTRIAL INC
+$1.0M
71,086
减持
—
VALARIS LTD
-$784.4K
22,917
-42%
增持
OKE
ONEOK INC NEW
+$695.0K
40,870
+29%
清仓
—
NOBLE CORP PLC
-$693.7K
0
-100%
清仓
SOBO
SOUTH BOW CORP
-$682.5K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$680.5K
142,925
+15%
减持
FNV
FRANCO NEV CORP
-$597.5K
17,363
-8%
增持
QCOM
QUALCOMM INC
+$551.4K
6,571
+91%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$547.5K
11,270
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$526.6K
0
-100%
增持
KNF
KNIFE RIVER CORP
+$520.0K
30,262
+45%
清仓
TIPT
TIPTREE INC
-$512.7K
0
-100%
减持
OR
OR ROYALTIES INC.
-$497.6K
56,701
-9%
增持
KMI
KINDER MORGAN INC DEL
+$492.5K
86,385
+30%
建仓
FVR
FRONTVIEW REIT INC
+$421.0K
28,525
增持
FERG
FERGUSON ENTERPRISES INC
+$416.2K
2,968
+173%
清仓
MOS
MOSAIC CO NEW
-$414.2K
0
-100%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$387.7K
27,599
+25%
清仓
—
BUNGE GLOBAL SA
-$380.3K
0
-100%
增持
HON
HONEYWELL INTL INC
+$358.5K
21,101
+18%
增持
OUNZ
VANECK MERK GOLD ETF
+$344.5K
72,587
+1%
减持
NEM
NEWMONT CORP
+$319.5K
11,611
-7%
清仓
—
ALEXANDER & BALDWIN INC NEW
-$315.6K
0
-100%
减持
IMO
IMPERIAL OIL LTD
-$311.1K
8,625
-26%
减持
—
CORPORACION AMER ARPTS S A
+$309.9K
52,652
-10%
清仓
—
EMX RTY CORP
-$263.9K
0
-100%
清仓
NTR
NUTRIEN LTD
-$260.7K
0
-100%
清仓
PLYM
PLYMOUTH INDL REIT INC
-$251.5K
0
-100%
减持
HD
HOME DEPOT INC
-$224.8K
3,252
-2%
减持
FRPH
FRP HLDGS INC
-$222.1K
67,987
-7%
清仓
ALNT
ALLIENT INC
-$214.0K
0
-100%
增持
PKST
PEAKSTONE REALTY TRUST
+$209.4K
164,653
+0%
清仓
ZIG
ETF SER SOLUTIONS
-$208.7K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$207.1K
0
-100%
减持
BTU
PEABODY ENERGY CORP
-$199.5K
12,039
-58%
增持
PAG
PENSKE AUTOMOTIVE GRP INC
+$196.1K
8,530
+29%
减持
ARW
ARROW ELECTRS INC
-$190.4K
2,001
-41%
增持
SKYH
SKY HARBOUR GROUP CORPORATIO
+$186.1K
264,010
+19%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$179.8K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$177.7K
5,249
-12%
增持
LEGH
LEGACY HOUSING CORP
-$170.8K
135,560
+32%
减持
LOW
LOWES COS INC
-$170.7K
7,164
-5%
减持
AEM
AGNICO EAGLE MINES LTD
-$166.4K
5,369
-16%
增持
SFM
SPROUTS FMRS MKT INC
+$165.2K
10,456
+70%
减持
CRESY
CRESUD S A C I F Y A
+$152.3K
51,062
-5%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$150.9K
6,271
-12%
减持
HCC
WARRIOR MET COAL INC
-$149.5K
3,242
-53%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$148.5K
24,975
-11%
增持
—
AMRIZE LTD
+$146.5K
16,260
+8%
减持
LMT
LOCKHEED MARTIN CORP
-$144.6K
6,122
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$140.2K
28,511
+1%
增持
EXP
EAGLE MATLS INC
+$125.6K
23,259
+16%
减持
SNX
TD SYNNEX CORPORATION
-$123.6K
4,033
-9%
减持
BRKR
BRUKER CORP
+$118.4K
11,468
-12%
减持
BOC
BOSTON OMAHA CORP
-$115.1K
105,472
-3%
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
+$103.8K
16,575
-1%
增持
MELI
MERCADOLIBRE INC
+$100.9K
303
+39%
增持
ALTG
ALTA EQUIPMENT GROUP INC
-$96.2K
92,717
+28%
减持
GOOGL
ALPHABET INC
+$91.1K
2,958
-14%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$72.2K
6,240
-11%
减持
GOOG
ALPHABET INC
+$71.0K
1,441
-8%
增持
TYG
TORTOISE ENERGY INFRA CORP
-$66.0K
96,186
+4%
增持
UMH
UMH PPTYS INC
+$49.5K
21,100
+9%
减持
JOE
ST JOE CO
-$48.0K
16,296
-21%
减持
LECO
LINCOLN ELEC HLDGS INC
-$47.0K
5,125
-5%
增持
WPC
WP CAREY INC
-$44.0K
37,844
+3%
增持
HE
HAWAIIAN ELEC INDUSTRIES
+$40.9K
12,300
+23%
减持
XAR
SPDR SERIES TRUST
-$40.6K
5,059
-6%
减持
HGTY
HAGERTY INC
+$40.6K
29,100
-0%
增持
TRMB
TRIMBLE INC
+$35.2K
12,124
+8%
增持
—
EXXON MOBIL CORP
+$33.5K
3,145
+3%
减持
VOXR
VOX ROYALTY CORP
-$31.1K
188,279
-12%
增持
OC
OWENS CORNING NEW
-$27.0K
2,422
+15%
减持
MXC
MEXCO ENERGY CORP
-$26.5K
15,651
-21%
建仓
SKYH/WS
SKY HARBOUR GROUP CORPORATIO
+$19.7K
30,488
减持
OMAB
GRUPO AEROPORTUARIO DEL CENT
+$19.1K
5,585
-1%
减持
ILPT
INDUSTRIAL LOGISTICS PPTYS T
-$18.8K
12,700
-17%
减持
NPK
NATIONAL PRESTO INDS INC
-$18.6K
2,931
-1%
增持
VLTO
VERALTO CORP
-$17.1K
3,197
+1%
减持
AAPL
APPLE INC
+$16.7K
1,337
-2%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$16.1K
6,098
-7%
减持
TFPM
TRIPLE FLAG PRECIOUS METAL
+$15.1K
18,774
-10%
增持
GSHD
GOOSEHEAD INS INC
+$13.0K
4,355
+5%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$12.6K
3,764
-2%
增持
REXR
REXFORD INDL RLTY INC
+$8.6K
11,364
+8%
减持
SII
SPROTT INC
-$8.1K
4,824
-16%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$7.9K
9,735
-1%
增持
PSX
PHILLIPS 66
+$7.5K
1,984
+9%
减持
CVX
CHEVRON CORP NEW
-$7.3K
1,407
-1%
减持
ATKR
ATKORE INC
-$7.2K
7,524
-2%
增持
SJT
SAN JUAN BASIN RTY TR
-$6.8K
52,100
+5%
减持
WCC
WESCO INTL INC
-$5.4K
2,837
-14%
减持
TRP
TC ENERGY CORP
+$1.9K
9,458
-1%
减持
AIG
AMERICAN INTL GROUP INC
+$1.7K
7,897
-8%
增持
ENB
ENBRIDGE INC
-$1.5K
37,205
+5%
