Rating #53
Murray Stahl
Horizon Kinetics
Portfolio value
Stocks
Performance
1 Year
+20.84%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Murray Stahl’s Portfolio: Q3 2025
Top10 stocks: 74.96% of the portfolio
Murray Stahl’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
H
Share Count Chg. (%)
+6470.68%
0.49ppt
0.50ppt
0.40ppt
0.06ppt
-0.74ppt
0.09ppt
0.04ppt
L
Share Count Chg. (%)
+981.82%
0.05ppt
0.49ppt
0.03ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
+6470.68% | $38.96 | $41.25M | 0.49ppt | ||
2  CME | +117.25% | $272.09 | $40.64M | 0.50ppt | |
3  HE | +12.14% | $11.39 | $22.51M | 0.40ppt | |
4  BN | +40.60% | $44.33 | $21.11M | 0.06ppt | |
5  LB | +2.42% | $55.15 | $7.35M | -0.74ppt | |
6  SJT | +22.15% | $5.88 | $5.98M | 0.09ppt | |
7  TRC | +16.17% | $17.44 | $4.65M | 0.04ppt | |
+981.82% | $28.07 | $4.32M | 0.05ppt | ||
9  PBT | +4.44% | $15.58 | $4.04M | 0.49ppt | |
10  WTM | +19.26% | $1784.36 | $3.77M | 0.03ppt |
Murray Stahl’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  TPL | Oil Royalty Traders | $529.81 | -2.04% | 3.50M | $3.27B | 39.89% -4.93ppt | 15.25% | 19 Quarters | Q3 2025 | |
Commodity Brokers & Dealers | $9.11 | -2.54% | 14.18M | $1.27B | 15.52% 0.88ppt | 5.48% | 12 Quarters | Q3 2025 | ||
3  WPM | Gold & Silver Mining | $33.08 | -6.48% | 2.79M | $312.27M | 3.81% 0.63ppt | 0.62% | 27 Quarters | Q3 2025 | |
4 LB | Retail-Women's Clothing | $27.63 | +2.42% | 5.63M | $300.47M | 3.66% -0.74ppt | 23.40% | 6 Quarters | Q3 2025 | |
5  FNV | Gold & Silver Mining | $103.85 | -2.99% | 1.01M | $225.67M | 2.75% 0.72ppt | 0.53% | 27 Quarters | Q3 2025 | |
6 HE | Electric Services | $10.74 | +12.14% | 18.26M | $201.57M | 2.46% 0.40ppt | 10.58% | 4 Quarters | Q3 2025 | |
7 W WBI | Oil & Gas Services | $25.22 | +100.00% | 6.35M | $160.26M | 1.95% 1.95ppt | 16.50% | 1 Quarter | Q3 2025 | |
8 G BTC | Commodity Brokers & Dealers | $41.89 | -2.34% | 3.00M | $151.91M | 1.85% 0.11ppt | 2.74% | 4 Quarters | Q3 2025 | |
9  ICE | Security & Commodity Brokers | $111.30 | -0.08% | 831.06K | $140.02M | 1.71% -0.10ppt | 0.15% | 27 Quarters | Q3 2025 | |
10 PBT | Oil Royalty Traders | $15.14 | +4.44% | 6.10M | $111.31M | 1.36% 0.49ppt | 13.09% | 27 Quarters | Q3 2025 | |
11  LNG | Natural Gas Distribution | $94.02 | -2.47% | 472.96K | $111.14M | 1.35% -0.05ppt | 0.21% | 27 Quarters | Q3 2025 | |
12 C CBOE | Security & Commodity Brokers | $101.90 | -0.79% | 409.46K | $100.42M | 1.22% 0.08ppt | 0.39% | 27 Quarters | Q3 2025 | |
13  MSB | Mineral Royalty Traders | $25.57 | +1.31% | 3.00M | $87.79M | 1.07% 0.23ppt | 22.86% | 27 Quarters | Q3 2025 | |
14  CACI | Integrated Systems Design | $209.89 | -0.62% | 160.67K | $80.14M | 0.98% 0.06ppt | 0.73% | 27 Quarters | Q3 2025 | |
15 BN | Nonresidential buildings | $40.60 | +40.60% | 1.65M | $75.40M | 0.92% 0.06ppt | 0.11% | 12 Quarters | Q3 2025 | |
16 CME | Security & Commodity Brokers | $233.41 | +117.25% | 276.77K | $74.78M | 0.91% 0.50ppt | 0.08% | 27 Quarters | Q3 2025 | |
17  OR | Gold & Silver Mining | $25.76 | +0.34% | 1.82M | $73.09M | 0.89% 0.34ppt | 0.97% | 2 Quarters | Q3 2025 | |
18  VNOM | Crude Oil & Gas | $38.22 | +100.00% | 1.72M | $65.81M | 0.80% 0.80ppt | 1.37% | 1 Quarter | Q3 2025 | |
19  CVEO | Hotels & Lodging | $16.17 | -6.61% | 2.69M | $61.88M | 0.75% -0.03ppt | 20.10% | 20 Quarters | Q3 2025 | |
20  AN | Retail-Auto Dealers & Gas | $37.55 | -0.93% | 259.34K | $56.73M | 0.69% 0.08ppt | 0.67% | 27 Quarters | Q3 2025 |
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