Institutional
SoftVest Advisors, LLC
CIK 0001803391
$872.1M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · SoftVest Advisors, LLC · Q1 2026
AI · grounded in 13F
SoftVest Advisors, LLC established a new position in CROSS TIMBERS RTY TR CRT valued at $7.38M. The fund also increased its holdings in SPDR SERIES TRUST XOP by 116.87% and TEXAS PACIFIC LAND CORPORATI TPL by 24.59%. These moves brought the fund's total assets under management to $872.08M across four positions.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $400.77 | 2.82% | 5.85% | 149.59% | $698.2M | 80.06% | +290,399 | +24.6% |
| 2 | PBT | PERMIAN BASIN RTY TR | $28.47 | -2.30% | 159.33% | 536.94% | $133.8M | 15.34% | — | HELD |
| 3 | XOP | SPDR SERIES TRUST | $165.99 | -2.94% | 37.93% | 124.91% | $32.7M | 3.75% | +97,000 | +116.9% |
| 4 | CRT | CROSS TIMBERS RTY TR | $10.76 | 0.14% | 13.19% | 33.75% | $7.4M | 0.85% | +697,893 | NEW |
Source: SEC EDGAR · accession 0001420506-26-001166. 13F discloses long positions only — shorts, foreign equities, and options are excluded.