| TTEXAS PACIFIC LAND CORPORATITPL |
| 48.64% | 51.51% | $4.29B | 9.8M | $4.75B | 10.0M | -212,480-2.12% | Reduce |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 6.27% | 8.01% | $552.6M | 12.1M | $738.9M | 14.0M | -1.9M-13.32% | Reduce |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 5.23% | 4.23% | $461.3M | 5.8M | $390.6M | 5.7M | +164,129+2.90% | Add |
| HHAWAIIAN ELEC INDS INC MTN BHE |
| 3.44% | 3.48% | $303.0M | 22.4M | $321.1M | 21.6M | +760,103+3.51% | Add |
| MMIAMI INTL HLDGS INCMIAX |
| 3.3% | 1.46% | $291.4M | 7.8M | $134.3M | 3.5M | +4.4M+127.21% | Add |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 2.97% | 2.13% | $262.2M | 7.7M | $196.7M | 7.3M | +308,090+4.20% | Add |
 WHEATON PRECIOUS METALS CORPWPM |
| 2.15% | 2.5% | $189.5M | 1.7M | $230.8M | 1.8M | -74,616-4.24% | Reduce |
| PPERMIAN BASIN RTY TRPBT |
| 1.91% | 1.49% | $168.5M | 6.7M | $137.3M | 6.4M | +349,597+5.48% | Add |
 FRANCO NEV CORPFNV |
| 1.83% | 2.03% | $161.2M | 773,418 | $187.1M | 757,297 | +16,121+2.13% | Add |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 1.79% | 0.98% | $157.5M | 6.1M | $90.1M | 3.0M | +3.1M+101.97% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.37% | 1.43% | $121.2M | 984,701 | $131.9M | 838,899 | +145,802+17.38% | Add |
 CBOE GLOBAL MKTS INCCBOE |
| 1.14% | 1.25% | $100.6M | 414,634 | $115.3M | 410,066 | +4,568+1.11% | Add |
 CHENIERE ENERGY INCLNG |
| 1.09% | 1.29% | $96.1M | 402,040 | $119.3M | 420,328 | -18,288-4.35% | Reduce |
 MESABI TRMSB |
| 0.92% | 1.07% | $81.5M | 3.2M | $98.9M | 3.1M | +78,410+2.50% | Add |
 CIVEO CORP CDACVEO |
| 0.91% | 0.67% | $80.2M | 2.3M | $62.2M | 2.4M | -61,362-2.61% | Reduce |
| CCACI INTL INCCACI |
| 0.81% | 0.91% | $71.2M | 153,743 | $84.1M | 154,648 | -905-0.59% | Reduce |
 CAMECO CORPCCJ |
| 0.81% | 0.77% | $71.1M | 697,741 | $70.8M | 651,825 | +45,916+7.04% | Add |
 VIPER ENERGY INCVNOM |
| 0.79% | 0.85% | $70.1M | 1.7M | $78.1M | 1.7M | -10,516-0.63% | Reduce |
 BROOKFIELD CORPBN |
| 0.77% | 0.69% | $67.6M | 1.6M | $63.6M | 1.6M | +15,403+0.98% | Add |
 CME GROUP INCCME |
| 0.71% | 0.87% | $62.7M | 283,774 | $79.8M | 270,253 | +13,521+5.00% | Add |
 OR ROYALTIES INC.OR |
| 0.69% | 0.72% | $60.6M | 1.9M | $66.7M | 1.8M | +161,655+9.22% | Add |
| WWHITEHAWK MINERALS CORPWHK |
| 0.49% | — | $43.2M | 1.6M | $0 | 0 | +1.6M | New Buy |
 AUTONATION INCAN |
| 0.45% | 0.48% | $39.6M | 212,917 | $43.9M | 225,053 | -12,136-5.39% | Reduce |
| TTEJON RANCH CO COMTRC |
| 0.43% | 0.39% | $37.6M | 2.0M | $35.8M | 1.9M | +109,083+5.73% | Add |
| SST JOE COMPANYJOE |
| 0.42% | 0.37% | $37.1M | 592,608 | $34.1M | 542,609 | +49,999+9.21% | Add |
| EEAGLEROCK LD LLC CL A SHS REP LTDEROK |
| 0.41% | — | $35.8M | 1.7M | $0 | 0 | +1.7M | New Buy |
| HHORIZON KINETICS HLDG CORP COMHKHC |
| 0.4% | 0.38% | $35.5M | 1.1M | $35.5M | 1.1M | 00.00% | Unchanged |
| GGALAXY DIGITAL INC.GLXY |
| 0.38% | 0.25% | $33.8M | 1.2M | $23.1M | 1.3M | -14,918-1.19% | Reduce |
 BUNGE GLOBAL SABG |
| 0.34% | 0.46% | $30.3M | 284,079 | $42.9M | 336,944 | -52,865-15.69% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.32% | 0.33% | $27.9M | 837,308 | $30.5M | 793,343 | +43,965+5.54% | Add |
 SPROTT INC COM NEWSII |
| 0.3% | 0.32% | $26.1M | 232,217 | $29.6M | 206,997 | +25,220+12.18% | Add |
 WHITE MTNS INS GROUP LTDWTM |
| 0.29% | 0.31% | $25.3M | 12,206 | $28.8M | 13,112 | -906-6.91% | Reduce |
| PPENSKE AUTOMOTIVE GROUPPAG |
| 0.28% | 0.23% | $24.9M | 139,067 | $21.3M | 142,507 | -3,440-2.41% | Reduce |
| RRB GLOBAL INCRBA |
| 0.28% | 0.19% | $24.6M | 211,349 | $17.9M | 186,731 | +24,618+13.18% | Add |
| SSAN JUAN BASIN ROYALTY TRSJT |
| 0.27% | 0.36% | $24.1M | 7.5M | $33.6M | 7.0M | +515,179+7.38% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.26% | 0.28% | $23.3M | 139,983 | $26.3M | 151,341 | -11,358-7.50% | Reduce |
| VVANGUARD BD INDEX FDSVUSB |
| 0.26% | 0.18% | $23.0M | 461,108 | $16.9M | 339,054 | +122,054+36.00% | Add |
 DORCHESTER MINERALS L P COM UNITDMLP |
| 0.24% | 0.25% | $21.5M | 852,651 | $23.3M | 860,226 | -7,575-0.88% | Reduce |
 ROYALTY PHARMA PLCRPRX |
| 0.22% | 0.18% | $19.3M | 344,861 | $16.3M | 340,783 | +4,078+1.20% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.21% | 0.2% | $18.6M | 37,231 | $18.2M | 38,033 | -802-2.11% | Reduce |
 LIVE NATION ENTERTAINMENT INLYV |
| 0.21% | 0.26% | $18.5M | 100,989 | $24.0M | 157,169 | -56,180-35.74% | Reduce |
 TRIPLE FLAG PRECIOUS METALTFPM |
| 0.17% | 0.16% | $15.2M | 506,677 | $14.4M | 413,430 | +93,247+22.55% | Add |
 INTERPARFUMS INCIPAR |
| 0.17% | 0.14% | $14.6M | 130,333 | $12.6M | 138,333 | -8,000-5.78% | Reduce |
 OSHKOSH CORPOSK |
| 0.15% | 0.18% | $13.6M | 88,816 | $17.0M | 115,789 | -26,973-23.29% | Reduce |
 ROYAL CARIBBEANRCL |
| 0.14% | 0.15% | $12.5M | 39,414 | $14.2M | 51,698 | -12,284-23.76% | Reduce |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.14% | 0.27% | $12.2M | 428,340 | $24.8M | 957,653 | -529,313-55.27% | Reduce |
| SSTRATEGY INCMSTR |
| 0.13% | 0.19% | $11.3M | 129,774 | $17.4M | 139,253 | -9,479-6.81% | Reduce |
 TRADEWEB MKTS INCTW |
| 0.11% | 0.01% | $9.7M | 97,740 | $621,598 | 5,283 | +92,457+1,750.09% | Add |
 WILLIAMS COS INCWMB |
| 0.11% | 0.11% | $9.6M | 128,678 | $10.1M | 138,301 | -9,623-6.96% | Reduce |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.11% | 0.08% | $9.3M | 23,221 | $7.5M | 23,347 | -126-0.54% | Reduce |
