Rating #64
Murray Stahl
Horizon Kinetics
Portfolio value
Stocks
Performance
1 Year
-20.18%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Murray Stahl’s Portfolio: Q1 2026
Top10 stocks: 78.24% of the portfolio
Murray Stahl’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
0.36ppt
0.25ppt
0.28ppt
0.04ppt
-0.11ppt
0.04ppt
-0.51ppt
0.07ppt
0.02ppt
A
Share Count Chg. (%)
Add +76.63%
0.02ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  MIAX | Add +89.67% | $41.20 | $67.23M | 0.36ppt | |
2  HE | Add +11.57% | $15.12 | $33.91M | 0.25ppt | |
3  WBI | Add +7.38% | $23.82 | $12.02M | 0.28ppt | |
4  RBA | Add +73.50% | $106.00 | $8.39M | 0.04ppt | |
5  SJT | Add +12.00% | $5.48 | $4.10M | -0.11ppt | |
6  NRP | Add +132.74% | $118.54 | $3.91M | 0.04ppt | |
7  MSB | Add +3.74% | $34.05 | $3.86M | -0.51ppt | |
8  PBT | Add +3.10% | $19.47 | $3.74M | 0.07ppt | |
9  FRMI | Add +389.81% | $8.75 | $3.71M | 0.02ppt | |
10 A AMLP | Add +76.63% | $50.93 | $2.35M | 0.02ppt |
Murray Stahl’s Holdings: Q1 2026
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 | $369.49 | Cut -3.08% | 10.02M | $4.75B | 51.49% 11.35ppt | 14.53% | 21 Quarters | Q1 2026 | |
Commodity Brokers & Dealers | $9.11 | Cut -0.77% | 14.00M | $738.90M | 8.00% -5.04ppt | 5.41% | 14 Quarters | Q1 2026 | ||
3  LB | Retail-Women's Clothing | $27.77 | Add +0.25% | 5.66M | $390.63M | 4.23% 0.49ppt | 20.32% | 8 Quarters | Q1 2026 | |
4 HE | Electric Services | $11.24 | Add +11.57% | 21.64M | $321.07M | 3.48% 0.25ppt | 12.53% | 6 Quarters | Q1 2026 | |
5  WPM | Gold & Silver Mining | $33.08 | Cut -29.36% | 1.76M | $230.78M | 2.50% -1.46ppt | 0.39% | 29 Quarters | Q1 2026 | |
6 WBI | Oil & Gas Services | $24.99 | Add +7.38% | 7.34M | $196.70M | 2.13% 0.28ppt | 16.97% | 3 Quarters | Q1 2026 | |
7  FNV | Gold & Silver Mining | $103.85 | Cut -21.78% | 757.30K | $187.09M | 2.03% -0.69ppt | 0.39% | 29 Quarters | Q1 2026 | |
8 PBT | Oil Royalty Traders | $15.36 | Add +3.10% | 6.38M | $137.29M | 1.49% 0.07ppt | 13.69% | 29 Quarters | Q1 2026 | |
9 MIAX | Security Brokers & Dealers | $40.15 | Add +89.67% | 3.45M | $134.33M | 1.46% 0.36ppt | 4.94% | 3 Quarters | Q1 2026 | |
10  ICE | Security & Commodity Brokers | $111.75 | Add +0.98% | 838.90K | $131.94M | 1.43% -0.39ppt | 0.15% | 29 Quarters | Q1 2026 | |
11  LNG | Natural Gas Distribution | $94.02 | Cut -9.28% | 420.33K | $119.27M | 1.29% 0.07ppt | 0.20% | 29 Quarters | Q1 2026 | |
12  CBOE | Security & Commodity Brokers | $102.63 | Add +0.41% | 410.07K | $115.26M | 1.25% -0.14ppt | 0.39% | 29 Quarters | Q1 2026 | |
13 MSB | Mineral Royalty Traders | $25.90 | Add +3.74% | 3.14M | $98.94M | 1.07% -0.51ppt | 23.94% | 29 Quarters | Q1 2026 | |
14 G BTC | Commodity Brokers & Dealers | $41.86 | Add +0.25% | 3.00M | $90.10M | 0.98% -0.59ppt | 2.78% | 6 Quarters | Q1 2026 | |
15  CACI | Integrated Systems Design | $209.89 | Cut -2.49% | 154.65K | $84.11M | 0.91% -0.23ppt | 0.70% | 29 Quarters | Q1 2026 | |
16  CME | Security & Commodity Brokers | $233.41 | Cut -1.94% | 270.25K | $79.82M | 0.86% -0.15ppt | 0.08% | 29 Quarters | Q1 2026 | |
17  VNOM | Crude Oil & Gas | $38.22 | Cut -3.05% | 1.66M | $78.13M | 0.85% -0.05ppt | 0.99% | 3 Quarters | Q1 2026 | |
18  CCJ | Other Metal Ores | $38.82 | Cut -3.30% | 651.83K | $70.79M | 0.77% -0.07ppt | 0.15% | 12 Quarters | Q1 2026 | |
19  OR | Gold & Silver Mining | $25.76 | Cut -3.35% | 1.75M | $66.69M | 0.72% -0.15ppt | 0.93% | 4 Quarters | Q1 2026 | |
20  BN | Nonresidential buildings | $40.60 | Cut -0.74% | 1.57M | $63.62M | 0.69% -0.29ppt | 0.06% | 14 Quarters | Q1 2026 |
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