SOFTVEST ADVISORS, LLC

PrivateCIK: 1803391
Location

ABILENE, TX

📋 What this filing means

SOFTVEST ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $455.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3
Positions
$455.20M
Total AUM (reported)
7.48M
Total Shares

Allocation by class

TOTAL AUM$455.20M3 positions
COM$339.15M74.5%
UNIT BEN INT$105.57M23.2%
STATE STREET SPD$10.48M2.3%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$455.20M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 7.48M

Sole

Full voting authority

7.48M

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)

Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares1.18M
TypeSH
Market value$339.15M
74.51%
Sole
1.18M
Shared
0.00
None
0.00

PERMIAN BASIN RTY TR

SOLE
UNIT BEN INT
Shares6.22M
TypeSH
Market value$105.57M
23.19%
Sole
6.22M
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares83K
TypeSH
Market value$10.48M
2.30%
Sole
83K
Shared
0.00
None
0.00
SOFTVEST ADVISORS, LLC 13F Holdings — 3 Positions | Finecho