PENN DAVIS MCFARLAND INC

PrivateCIK: 1108893
Location

DALLAS, TX

75
Positions
$1.02B
Total AUM (reported)
13.47M
Total Shares

Allocation by class

TOTAL AUM$1.02B75 positions
COMMON STOCKS$1.02B100.0%

Portfolio Concentration

Top 326.2%4–1028.1%11–2532.1%Rest13.7%TOP 1054.3%0%100%
Top 3$267.88M26.2%
4–10$286.94M28.1%
11–25$327.77M32.1%
Rest$139.71M13.7%

Top 3 weight

26.2%

Top 10 weight

54.3%

Voting Authority Distribution

Total shares with voting rights: 13.47M

Sole

Full voting authority

13.47M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole75
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings75
Rows:

ALPHABET, INC. CL C (GOOGLE C)

SOLE
Common Stocks
Shares431.24K
TypeSH
Market value$123.71M
12.10%
Sole
431.24K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
Common Stocks
Shares498.34K
TypeSH
Market value$86.91M
8.50%
Sole
498.34K
Shared
0.00
None
0.00

KINDER MORGAN, INC.

SOLE
Common Stocks
Shares1.71M
TypeSH
Market value$57.26M
5.60%
Sole
1.71M
Shared
0.00
None
0.00

SHELL PLC

SOLE
Common Stocks
Shares497.08K
TypeSH
Market value$46.23M
4.52%
Sole
497.08K
Shared
0.00
None
0.00

APPLE, INC.

SOLE
Common Stocks
Shares179.44K
TypeSH
Market value$45.54M
4.45%
Sole
179.44K
Shared
0.00
None
0.00

ENTERPRISE PRODUCTS PRTNS

SOLE
Common Stocks
Shares1.18M
TypeSH
Market value$44.50M
4.35%
Sole
1.18M
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD.

SOLE
Common Stocks
Shares1.59M
TypeSH
Market value$44.12M
4.32%
Sole
1.59M
Shared
0.00
None
0.00

UNITEDHEALTH GROUP, INC.

SOLE
Common Stocks
Shares136.35K
TypeSH
Market value$36.89M
3.61%
Sole
136.35K
Shared
0.00
None
0.00

RTX CORP.

SOLE
Common Stocks
Shares186.64K
TypeSH
Market value$36.00M
3.52%
Sole
186.64K
Shared
0.00
None
0.00

ANHEUSER-BUSCH INBEV SA/NV

SOLE
Common Stocks
Shares485.26K
TypeSH
Market value$33.66M
3.29%
Sole
485.26K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
Common Stocks
Shares55.52K
TypeSH
Market value$33.56M
3.28%
Sole
55.52K
Shared
0.00
None
0.00

ALPHABET, INC. CL A (GOOGLE A)

SOLE
Common Stocks
Shares109.45K
TypeSH
Market value$31.47M
3.08%
Sole
109.45K
Shared
0.00
None
0.00

PAYPAL HOLDINGS, INC.

SOLE
Common Stocks
Shares677.42K
TypeSH
Market value$30.64M
3.00%
Sole
677.42K
Shared
0.00
None
0.00

BLACK STONE MINERALS LP

SOLE
Common Stocks
Shares1.96M
TypeSH
Market value$29.63M
2.90%
Sole
1.96M
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
Common Stocks
Shares155.27K
TypeSH
Market value$28.98M
2.84%
Sole
155.27K
Shared
0.00
None
0.00

QUALCOMM, INC.

SOLE
Common Stocks
Shares189.18K
TypeSH
Market value$24.36M
2.38%
Sole
189.18K
Shared
0.00
None
0.00

LAS VEGAS SANDS

SOLE
Common Stocks
Shares401.43K
TypeSH
Market value$21.63M
2.12%
Sole
401.43K
Shared
0.00
None
0.00

EVOLUTION AB-ADR

SOLE
Common Stocks
Shares343.51K
TypeSH
Market value$21.38M
2.09%
Sole
343.51K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
Common Stocks
Shares336.26K
TypeSH
Market value$20.39M
1.99%
Sole
336.26K
Shared
0.00
None
0.00

CHECK POINT SOFTWARE TECH

SOLE
Common Stocks
Shares122.11K
TypeSH
Market value$17.44M
1.71%
Sole
122.11K
Shared
0.00
None
0.00

SPROUTS FARMERS MARKET INC

SOLE
Common Stocks
Shares223.28K
TypeSH
Market value$17.22M
1.68%
Sole
223.28K
Shared
0.00
None
0.00

MATCH GROUP INC.

SOLE
Common Stocks
Shares524.76K
TypeSH
Market value$16.12M
1.58%
Sole
524.76K
Shared
0.00
None
0.00

WASTE MANGEMENT, INC.

SOLE
Common Stocks
Shares56.58K
TypeSH
Market value$13.00M
1.27%
Sole
56.58K
Shared
0.00
None
0.00

XYLEM, INC.

SOLE
Common Stocks
Shares95.67K
TypeSH
Market value$11.43M
1.12%
Sole
95.67K
Shared
0.00
None
0.00

MICROSOFT CORPORATION

SOLE
Common Stocks
Shares28.37K
TypeSH
Market value$10.50M
1.03%
Sole
28.37K
Shared
0.00
None
0.00
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