Security key
714236106
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)
CUSIP: 714236106
Q1 2024 13F Holders as of 31 Mar 2024
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 12,997,359
- Total 13F value
- $157,212,882
- Share change
- -453,677
- Put/Call ratio
- 230%
- SEC-reported price per share
- $12.10
- Number of holders
- 81
- Value change
- -$5,685,830
- Number of buys
- 28
- Number of sells
- 42
- Shares outstanding
- 46,745,165
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2024
Institutions
81
Top holders
10
PBT full security history
Ownership snapshot
Full 13F holder table
PERMIAN BASIN ROYALTY TRUST SEC filings
Broader feeds
Ownership snapshot
Top reported holders of PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SoftVest Advisors, LLC
Disclosed value leader
SoftVest Advisors, LLC
Comparable rows
0/15
Latest evidence
31 Dec 2023
13F
Highest disclosed value: $57,908,802
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
SoftVest Advisors, LLC has the largest disclosed position value at $57.91M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SoftVest Advisors, LLC's linked filing trail.
Disclosed position value
Top 5
SoftVest Advisors, LLC
$57.91M
HORIZON KINETICS ASSET MANAGEMENT...
$50.03M
SCHWARTZ INVESTMENT COUNSEL INC
$11.25M
FOUNDATION RESOURCE MANAGEMENT INC
$9.45M
Hosking Partners LLP
$7.25M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$57,908,802
4,148,195 shares
|
— | 31 Dec 2023 |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$50,029,040
3,583,742 shares
|
— | 31 Dec 2023 |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
Company
|
—
denominator unverified
|
$11,253,886
803,849 shares
|
— | 31 Dec 2023 |
| FOUNDATION RESOURCE MANAGEMENT INC |
13F
Company
|
—
denominator unverified
|
$9,450,403
676,963 shares
|
— | 31 Dec 2023 |
| Hosking Partners LLP |
13F
Company
|
—
denominator unverified
|
$7,248,744
519,251 shares
|
— | 31 Dec 2023 |
| UBS Group AG |
13F
Company
|
—
denominator unverified
|
$6,471,675
463,587 shares
|
— | 31 Dec 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
81
Shares
12,997,359
Rows available
81
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2024 vs Q1 2024 Across Filers
Q1 2024 holders
81
Q1 2024 holders
81
Holder diff
0
| Investor | Q1 2024 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q1 2024 value | Value change | Value Chg % |
|---|