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CIK: 0001911615
Total reported value
$181.1M
$181.1M
101 檔
32.7%
The Q1 2025 SEC filing reveals that Meixler Investment Management, Ltd. held a total portfolio value of $181.1M, covering 101 public equity positions.
During Q1 2025, Meixler Investment Management, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | Stock-Other | 10.89% | -1.37% | -20.42% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.42% | +0.54% | -1.17% | |
| 3 | DMLP | Dorchester Minerals LP | Stock-Other | 8.61% | -0.64% | -0.75% | |
| 4 | SU | Suncor Energy Inc | Stock-Energy | 7.33% | -1.39% | -4.25% | |
| 5 | CNQ | Canadian Natural Resources | Stock-Energy | 3.73% | -0.78% | +1.52% | |
| 6 | NRP | Natural Resource Partners LP | Stock-Other | 3.55% | -0.91% | +8.35% | |
| 7 | TYG | Tortoise Energy Infrastruct | Stock-Other | 3.09% | -0.31% | -15.41% | |
| 8 | FNV | Franco-nevada CORP | Stock-Materials | 2.73% | -0.37% | +1.20% | |
| 9 | EPD | Enterprise Products Partners | Stock-Energy | 2.12% | +0.35% | +5.27% | |
| 10 | EXP | Eagle Materials Inc | Stock-Materials | 2.11% | +0.83% | +566.41% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.01% | +0.18% | -2.82% | |
| 12 | SKYH | Sky Harbour Group CORP | Stock-Other | 1.99% | +0.01% | +39.69% | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 1.88% | -2.73% | EXIT | |
| 14 | LEGH | Legacy Housing CORP | Stock-Other | 1.75% | -0.18% | -6.45% | |
| 15 | VAL | Valaris Limited | Stock-Energy | 1.53% | -0.27% | +3.12% | |
| 16 | WPC | Wp Carey Inc | Stock-Real Estate | 1.47% | +0.06% | +82.53% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.42% | -0.05% | -0.19% | |
| 18 | FRPH | Frp Holdings Inc | Stock-Other | 1.22% | +0.14% | +138.37% | |
| 19 | BOC | Boston Omaha Corp-cl A | Stock-Other | 1.20% | +0.05% | +17.49% | |
| 20 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.14% | -0.18% | — | |
| 21 | OREUR | Osisko Gold Royalties LTD | Stock-Other | 1.14% | — | -6.24% | |
| 22 | AYS1 | Sandstorm Gold LTD | Stock-Other | 1.05% | — | +1588.06% | |
| 23 | ENB | Enbridge Inc | Stock-Energy | 1.01% | -0.04% | +9.83% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 0.91% | +0.29% | +90.75% | |
| 25 | JOE | St Joe Co/the | Stock-Other | 0.91% | -0.03% | +1.86% | |
| 26 | HCC | Warrior Met Coal Inc | Stock-Materials | 0.88% | -0.13% | EXIT | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | +0.07% | +9.93% | |
| 28 | IMO | Imperial Oil LTD | Stock-Energy | 0.81% | -0.16% | +1.63% | |
| 29 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.80% | — | -26.04% | |
| 30 | TRMB | Trimble Inc | Stock-Tech | 0.79% | -0.11% | -8.57% | |
| 31 | PKST | Peakstone Realty Trust | Stock-Other | 0.75% | — | +57.68% | |
| 32 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.73% | -0.14% | -22.57% | |
| 33 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.73% | +0.08% | -7.00% | |
| 34 | PLYM | Plymouth Industrial Reit Inc | Stock-Other | 0.69% | — | +25.83% | |
| 35 | ✓ | Corporacion Amer Arpts S A | Stock-Other | 0.67% | +0.01% | +24.07% | |
| 36 | AIG | American International Group | Stock-Financials | 0.59% | -0.06% | -3.92% | |
| 37 | BTU | Peabody Energy CORP | Stock-Energy | 0.54% | -0.17% | EXIT | |
| 38 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.52% | -0.01% | +62.11% | |
| 39 | WCC | Wesco International Inc | Stock-Industrials | 0.50% | +0.12% | +52.49% | |
| 40 | SOBO | South Bow CORP | Stock-Other | 0.49% | — | -4.86% | |
| 41 | VOXR | Vox Royalty CORP | Stock-Other | 0.45% | -0.05% | +1.54% | |
| 42 | TIPT | Tiptree Inc | Stock-Other | 0.45% | — | -0.88% | |
| 43 | NE | Noble Corporation plc | Stock-Energy | 0.44% | -0.11% | EXIT | |
| 44 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.43% | -0.06% | -6.30% | |
| 45 | OMAB | Grupo Aeroportuario Cen-adr | Stock-Other | 0.41% | — | -0.37% | |
| 46 | SNX | TD Synnex CORP | Stock-Tech | 0.41% | -0.38% | EXIT | |
| 47 | AN | Autonation Inc | Stock-Consumer Disc | 0.41% | +0.37% | NEW | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.08% | +1.12% | |
| 49 | BN | Brookfield CORP | Stock-Financials | 0.38% | — | -4.73% | |
| 50 | CRESY | Cresud S.a.-spons Adr | Stock-Other | 0.38% | -0.03% | -1.09% |
According to official SEC Form 13F filings, Meixler Investment Management, Ltd. reported a total U.S. public equity portfolio value of $181.1M across 101 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PHYS, BRK-B, DMLP) accounted for 32.7% of total reported equity market value during Q1 2025.
During Q1 2025, Meixler Investment Management, Ltd.'s top holdings by market value included PHYS (10.9%)、BRK-B (10.4%)、DMLP (8.6%). The largest single position, PHYS, represented 10.9% of total portfolio value.
In Q1 2025, Meixler Investment Management, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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