Security key
714236106
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)
CUSIP: 714236106
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 21,711
- Total 13F value
- $543,840
- Share change
- +9,341
- SEC-reported price per share
- $25.04
- Number of holders
- 5
- Value change
- +$233,989
- Number of buys
- 2
- Shares outstanding
- 46,745,165
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
5
Top holders
5
PBT full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
PERMIAN BASIN ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 714236106
Recent filing periods:
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
HORIZON KINETICS ASSET MA...
Disclosed value leader
SoftVest Advisors, LLC
Comparable rows
15/15
Latest evidence
17 May 2026
13D/G
13F
Lead comparable stake: 14%
13D/G row: HORIZON KINETICS ASSET MANAGEMENT LLC
Showing 1-6 of 15 holder rows.
Quick read
HORIZON KINETICS ASSET MANAGEMENT LLC leads the comparable SEC ownership view at 14%.
15 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 HORIZON KINETICS ASSET MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
HORIZON KINETICS ASSET MANAGEMENT...
14%
SoftVest Advisors, LLC
13%
MAD RIVER INVESTORS
2.1%
SCHWARTZ INVESTMENT COUNSEL INC
2%
FOUNDATION RESOURCE MANAGEMENT INC
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table 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
|
14%
|
$137,290,972
6,379,692 shares
|
+$11,617,938 | 31 Mar 2026 |
| SoftVest Advisors, LLC |
13D/G
13F
Company
|
13%
|
$139,014,513
6,217,107 shares
|
$0 | 17 May 2026 |
| MAD RIVER INVESTORS |
13F
Company
|
2.1%
|
$21,587,576
1,003,140 shares
|
— | 31 Mar 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
Company
|
2%
|
$20,093,633
933,719 shares
|
— | 31 Mar 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC |
13F
Company
|
1.3%
|
$13,562,055
630,207 shares
|
— | 31 Mar 2026 |
| Moors & Cabot, Inc. |
13F
Company
|
1.3%
|
$12,667,580
588,642 shares
|
— | 31 Mar 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
21,711
Rows available
5
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
96
Q2 2026 holders
5
Holder diff
-91
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend