SoftVest Advisors, LLC — Q3 2025 13F-HR

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Q3 2025 · 13F-HR

SoftVest Advisors, LLCholdings as filed

Filed 2025-11-12 · accession 0001420506-25-003146

$491.9M

Reported value

Positions

2025-09-30

Period end

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The Brief · SoftVest Advisors, LLC · Q3 2025

AI · grounded in 13F

SoftVest Advisors, LLC established a new position in TPL valued at $367.5M. The fund also initiated a new stake in PBT for $113.5M. Additionally, the firm added XOP to its portfolio with a $11.0M investment.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
88262P102	TPL	TEXAS PACIFIC LAND CORPORATI	$367.5M	74.7%	393,600	Common	SOLE
714236106	PBT	PERMIAN BASIN RTY TR	$113.5M	23.1%	6,217,107	Common	SOLE
78468R556	XOP	SPDR SERIES TRUST	$11.0M	2.23%	83,000	PUT	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.