Security key
798241105
SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT)
CUSIP: 798241105
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 15,169,331
- Total 13F value
- $91,616,984
- Share change
- +108,666
- Put/Call ratio
- 28%
- SEC-reported price per share
- $6.04
- Number of holders
- 87
- Value change
- +$681,399
- Number of buys
- 31
- Number of sells
- 33
- Shares outstanding
- 46,525,607
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
Q3 2025
Institutions
87
Top holders
10
SJT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 2025
SAN JUAN BASIN ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 798241105
Recent filing periods:
Ownership snapshot
Top reported holders of SJT - SAN JUAN 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
HORIZON KINETICS ASSET MA...
Comparable rows
15/15
Latest evidence
30 Jun 2025
13F
Lead comparable stake: 9.9%
Showing 1-6 of 15 holder rows.
Quick read
HORIZON KINETICS ASSET MANAGEMENT LLC leads the comparable SEC ownership view at 9.9%.
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...
9.9%
CANNELL CAPITAL LLC
4.8%
MORGAN STANLEY
1.8%
Mountaineer Partners Management, LLC
1.5%
Principia Wealth Advisory, LLC
1.4%
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 |
13F
Company
|
9.9%
|
$27,475,122
4,594,502 shares
|
— | 30 Jun 2025 |
| CANNELL CAPITAL LLC |
13F
Company
|
4.8%
|
$13,344,514
2,231,524 shares
|
— | 30 Jun 2025 |
| MORGAN STANLEY |
13F
Company
|
1.8%
|
$4,934,844
825,224 shares
|
— | 30 Jun 2025 |
| Mountaineer Partners Management, LLC |
13F
Company
|
1.5%
|
$4,299,942
719,054 shares
|
— | 30 Jun 2025 |
| Principia Wealth Advisory, LLC |
13F
Company
|
1.4%
|
$3,825,599
641,479 shares
|
— | 30 Jun 2025 |
| Ashton Thomas Private Wealth, LLC |
13F
Company
|
1.4%
|
$3,834,531
641,226 shares
|
— | 30 Jun 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 Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
87
Shares
15,169,331
Rows available
87
| 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 Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
86
Q3 2025 holders
87
Holder diff
1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend