TERRIL BROTHERS, INC.

PrivateCIK: 314169
Location

ST. LOUIS, MO

📋 What this filing means

TERRIL BROTHERS, INC. filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $387.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

71
Positions
$387.84M
Total AUM (reported)
8.53M
Total Shares

Allocation by class

TOTAL AUM$387.84M71 positions
COM$198.90M51.3%
COM NEW$57.45M14.8%
COM SER A$29.77M7.7%
COM SHS$27.05M7.0%
CL A$26.00M6.7%
COM UNIT LP INT$17.63M4.5%
1-3 MONTH T-BILL$7.30M1.9%

Portfolio Concentration

Top 333.6%4–1043.0%11–2518.4%Rest5.1%TOP 1076.5%0%100%
Top 3$130.17M33.6%
4–10$166.64M43.0%
11–25$71.22M18.4%
Rest$19.81M5.1%

Top 3 weight

33.6%

Top 10 weight

76.5%

Voting Authority Distribution

Total shares with voting rights: 8.53M

Sole

Full voting authority

8.53M

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)

Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:

CITIGROUP INC

SOLE
COM NEW
Shares403.79K
TypeSH
Market value$56.51M
14.57%
Sole
403.79K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares151.67K
TypeSH
Market value$43.89M
11.32%
Sole
151.67K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY

SOLE
COM SER A
Shares1.12M
TypeSH
Market value$29.77M
7.68%
Sole
1.12M
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares692.06K
TypeSH
Market value$29.30M
7.56%
Sole
692.06K
Shared
0.00
None
0.00

KAYNE ANDERSN MLP MIDS INVT

SOLE
COM
Shares1.97M
TypeSH
Market value$27.22M
7.02%
Sole
1.97M
Shared
0.00
None
0.00

SOLVENTUM

SOLE
COM SHS
Shares346.22K
TypeSH
Market value$26.71M
6.89%
Sole
346.22K
Shared
0.00
None
0.00

GLOBUS MED INC

SOLE
CL A
Shares321.52K
TypeSH
Market value$25.40M
6.55%
Sole
321.52K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares240.88K
TypeSH
Market value$23.18M
5.98%
Sole
240.88K
Shared
0.00
None
0.00

WESTERN MIDSTREAM PARTNERS L

SOLE
COM UNIT LP INT
Shares402.97K
TypeSH
Market value$17.63M
4.55%
Sole
402.97K
Shared
0.00
None
0.00

CAESARS ENTERTAINMENT

SOLE
COM
Shares569.43K
TypeSH
Market value$17.19M
4.43%
Sole
569.43K
Shared
0.00
None
0.00

MOSAIC CO (THE)

SOLE
COM
Shares762.32K
TypeSH
Market value$16.15M
4.17%
Sole
762.32K
Shared
0.00
None
0.00

TOAST INC

SOLE
COM
Shares404.95K
TypeSH
Market value$11.27M
2.90%
Sole
404.95K
Shared
0.00
None
0.00

GLOBAL X T-BILL ETF

SOLE
1-3 MONTH T-BILL
Shares72.74K
TypeSH
Market value$7.30M
1.88%
Sole
72.74K
Shared
0.00
None
0.00

ALAMOS GOLD INC

SOLE
COM CL A
Shares235.80K
TypeSH
Market value$7.15M
1.84%
Sole
235.80K
Shared
0.00
None
0.00

WOODWARD INC

SOLE
COM
Shares11.60K
TypeSH
Market value$4.94M
1.27%
Sole
11.60K
Shared
0.00
None
0.00

SPDR BARCLAYS INVT GRADE

SOLE
BLOOMBERG BRC INV
Shares124.83K
TypeSH
Market value$3.85M
0.99%
Sole
124.83K
Shared
0.00
None
0.00

ENERGY TRANSFER LP

SOLE
COM UT LTD PTN
Shares175.01K
TypeSH
Market value$3.35M
0.86%
Sole
175.01K
Shared
0.00
None
0.00

3M

SOLE
COM
Shares19.90K
TypeSH
Market value$3.22M
0.83%
Sole
19.90K
Shared
0.00
None
0.00

JP MORGAN CHASE & CO

SOLE
COM
Shares9.43K
TypeSH
Market value$3.09M
0.80%
Sole
9.43K
Shared
0.00
None
0.00

CLEARBRIDGE ENG OP

SOLE
COM
Shares44.88K
TypeSH
Market value$2.25M
0.58%
Sole
44.88K
Shared
0.00
None
0.00

ALPHABET INC CLASS C

SOLE
CAP STK CL C
Shares5.91K
TypeSH
Market value$2.09M
0.54%
Sole
5.91K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares13.77K
TypeSH
Market value$1.88M
0.49%
Sole
13.77K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares12.35K
TypeSH
Market value$1.72M
0.44%
Sole
12.35K
Shared
0.00
None
0.00

INVESCO S&P500 LOW V

SOLE
S&P500 LOW VOL
Shares22.08K
TypeSH
Market value$1.65M
0.43%
Sole
22.08K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares2.61K
TypeSH
Market value$1.31M
0.34%
Sole
2.61K
Shared
0.00
None
0.00
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