SoftVest Advisors, LLC
SoftVest Advisors, LLC reported 3 US-listed holdings worth $628.9 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Texas Pacific Land Corp. (73.9%), Permian Basin Rty Trust Unit Ben Int (24.8%) and Cross Timbers Rty Trust (1.3%). Against the quarter before, it opened 0 positions, added to 1, trimmed 0 and sold out of 0.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +60.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Cross Timbers Rty Trust CRT+227,067 shares · +33%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Texas Pacific Land Corp. TPL | 1.1M | $464.8 million | 73.91% | no change |
| Permian Basin Rty Trust Unit Ben Int PBT | 6.2M | $155.7 million | 24.76% | no change |
| Cross Timbers Rty Trust CRT | 925.0K | $8.4 million | 1.33% | +227.1K |
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Change is shares against its 13F for the quarter before.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Texas Pacific Land Corp. TPL | Puts | 480.2K | $210.2 million |
| SPDR Ser Trust XOP | Puts | 180.0K | $27.8 million |
| iShares Trust TLT | Calls | 222.8K | $19.2 million |
| United STS Oil FD LP USO | Puts | 150.0K | $16.0 million |
| SPDR S&P 500 SPY | Puts | 18.5K | $13.8 million |
| United STS Oil FD LP USO | Calls | 50.0K | $5.3 million |
6 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.