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Texas Pacific Land Corporation

TPL Energy
$397.36 $-5.17 (-1.28%)
Market Cap: $27.41 B
Gurus Holding
5
Popularity Rank
#1750
% of Shares Held
14.69%
Net Activity (Q1 2026)
-$243.58 M

Guru Ownership Trend

Guru Analysis for Texas Pacific Land Corporation (TPL)

Texas Pacific Land Corporation (TPL), a key player in the Energy sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.03 B.

Top institutional holders include Murray Stahl and Cliff Asness.

Notably, Murray Stahl has expressed high conviction in this stock, allocating 51.49% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $243.58 M net outflow during the quarter.

On the selling side, Jefferies Group reduced exposure by 92.1%.

Key Holders

Top 5 by Value

$4.75 B
$31.17 M
$17.88 M
$6.48 M
$942,002

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$0
Total Buy Value
New Buys 0
Additions 0
-$243.58 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
0

FAQs for Texas Pacific Land Corporation (TPL)

Major holders include Murray Stahl ($4.75 B), Cliff Asness ($31.17 M), Joel Greenblatt ($17.88 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 10.13 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $243.58 M, with 0 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited TPL. The total reported sell value was $243.58 M.

No tracked managers opened new positions or increased their holdings in TPL during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
51.49% Reduce -3.1% 10,015,379 $4.75 B Q1 2026
0.01% Reduce -68.3% 65,673 $31.17 M Q1 2026
0.05% Reduce -8.8% 37,676 $17.88 M Q1 2026
0.06% 13,653 $6.48 M Q1 2026
0.01% Reduce -92.1% 1,985 $942,002 Q1 2026
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