PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)

CUSIP: 714236106

Q1 2026 13F Holders as of 31 Mar 2026

Security identity
Security type / class
Equity / Units of Beneficial Interest
Shares outstanding
46,745,165
Holder snapshot
Total 13F shares
20,104,853
Share change
-254,362
Total reported value
$432,693,655
Put/Call ratio
13%
Reported price per share
$21.52
Number of holders
96
Value change
-$3,597,193
Number of buys
33
Number of sells
44

Security key

714236106

Report period

Q1 2026

Institutions

96

Top holders

10

PBT full security history Ownership snapshot Full 13F holder table Previous quarter: Q4 2025 PERMIAN BASIN ROYALTY TRUST SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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.

Lead holder
HORIZON KINETICS ASSET MA...
13D/G signal
HORIZON KINETICS ASSET MA...
Evidence rows
15
Latest as of
31 Mar 2026
13D/G 13F Lead comparable stake: 14% 13D/G row: HORIZON KINETICS ASSET MANAGEMENT LLC Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
HORIZON KINETICS ASSET MANAGEMENT LLC
13D/G 13F
Company
13D/G 13F
14%
$137,290,972
6,379,692 shares
 +$11,617,938 31 Mar 2026
SoftVest Advisors, LLC
13F
Company
13F
13%
$105,566,477
6,217,107 shares
 — 31 Dec 2025
MAD RIVER INVESTORS
13F
Company
13F
2.1%
$16,756,184
986,819 shares
 — 31 Dec 2025
SCHWARTZ INVESTMENT COUNSEL INC
13F
Company
13F
2.1%
$16,403,661
967,197 shares
 — 31 Dec 2025
FOUNDATION RESOURCE MANAGEMENT INC
13F
Company
13F
1.4%
$10,909,769
642,507 shares
 — 31 Dec 2025
Moors & Cabot, Inc.
13F
Company
13F
1.3%
$9,945,963
585,746 shares
 — 31 Dec 2025
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 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
96
Shares
20,104,853
Rows available
96
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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 failed the local validity check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
104
Q1 2026 holders
96
Holder diff
-8
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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