DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
28.5%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorporationSOLE | COM | 208.55K | SH | $41.73M 13.79% | 0.00 | 0.00 | 208.55K |
Texas Pacific Land CorporationSOLE | COM | 57.13K | SH | $25.00M 8.26% | 0.00 | 0.00 | 57.13K |
Apple IncSOLE | COM | 67.35K | SH | $19.49M 6.44% | 0.00 | 0.00 | 67.35K |
Amazon.Com IncSOLE | COM | 43.13K | SH | $10.28M 3.40% | 0.00 | 0.00 | 43.13K |
Caterpillar IncSOLE | COM | 8.09K | SH | $8.61M 2.85% | 0.00 | 0.00 | 8.09K |
Freeport-Mcmoran Inc Cl BSOLE | COM | 122.14K | SH | $7.68M 2.54% | 0.00 | 0.00 | 122.14K |
Boeing CoSOLE | COM | 32.66K | SH | $7.07M 2.34% | 0.00 | 0.00 | 32.66K |
Micron Technology IncSOLE | COM | 5.70K | SH | $6.57M 2.17% | 0.00 | 0.00 | 5.70K |
Exxon Mobile CorpSOLE | COM | 43.69K | SH | $5.97M 1.97% | 0.00 | 0.00 | 43.69K |
Oneok IncSOLE | COM | 66.13K | SH | $5.75M 1.90% | 0.00 | 0.00 | 66.13K |
Uber Technologies IncSOLE | COM | 73.70K | SH | $5.32M 1.76% | 0.00 | 0.00 | 73.70K |
Eli Lilly & CoSOLE | COM | 4.36K | SH | $5.23M 1.73% | 0.00 | 0.00 | 4.36K |
Sharkninja IncSOLE | COM | 34.13K | SH | $5.20M 1.72% | 0.00 | 0.00 | 34.13K |
Ryman Hospitality Properties ISOLE | COM | 37.07K | SH | $4.77M 1.57% | 0.00 | 0.00 | 37.07K |
Meta Platforms Inc Cl ASOLE | COM | 7.89K | SH | $4.45M 1.47% | 0.00 | 0.00 | 7.89K |
Home Depot IncSOLE | COM | 12.34K | SH | $4.35M 1.44% | 0.00 | 0.00 | 12.34K |
Jpmorgan Chase & CoSOLE | COM | 13.22K | SH | $4.33M 1.43% | 0.00 | 0.00 | 13.22K |
Johnson & JohnsonSOLE | COM | 15.94K | SH | $4.05M 1.34% | 0.00 | 0.00 | 15.94K |
Citigroup Inc NewSOLE | COM | 28.69K | SH | $4.02M 1.33% | 0.00 | 0.00 | 28.69K |
Aar CorpSOLE | COM | 26.30K | SH | $3.76M 1.24% | 0.00 | 0.00 | 26.30K |
Eagle Materials IncSOLE | COM | 16.10K | SH | $3.62M 1.20% | 0.00 | 0.00 | 16.10K |
Terawulf IncSOLE | COM | 139.75K | SH | $3.45M 1.14% | 0.00 | 0.00 | 139.75K |
Microsoft CorpSOLE | COM | 9.10K | SH | $3.39M 1.12% | 0.00 | 0.00 | 9.10K |
Taiwan Semiconductor Mfg Ltd SSOLE | ADR | 7.08K | SH | $3.38M 1.12% | 0.00 | 0.00 | 7.08K |
Millrose Properties Inc Cl ASOLE | COM | 110.60K | SH | $3.32M 1.10% | 0.00 | 0.00 | 110.60K |