WM
William Marsh Rice University
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$220.6M
Reporting period: 2026-03-31 · Number of holdings: 2
William Marsh Rice University disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $220.6M and a quarterly turnover rate of 8.1%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 8.09
- Momentum/Contrarian
- 100
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 96.84
Recent moves
Add BSM
0.0% $10.4M
Trim VOO
+10.5% $6.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 61.19% | -1.82% | +10.52% | |
| 2 | BSM | Black Stone Minerals LP | Stock-Other | 38.81% | +1.82% | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2 | $220.6M | 8 | |
| 2025-12-31 | 2 | $203.5M | 33 | |
| 2025-09-30 | 2 | $145.9M | 64 | |
| 2025-06-30 | 2 | $140.4M | 0 | |
| 2025-03-31 | 3 | $236.9M | 57 | |
| 2024-12-31 | 1 | $131.9M | 100 | |
| 2024-09-30 | 2 | $85.8M | 0 | |
| 2024-06-30 | 2 | $89.3M | 0 | |
| 2024-03-31 | 1 | $90.5M | 0 | |
| 2023-12-31 | 4 | $109.4M | 0 | |
| 2023-09-30 | 5 | $126.6M | 0 | |
| 2023-06-30 | 5 | $146.9M | 0 | |
| 2023-03-31 | 8 | $150.4M | 0 | |
| 2022-12-31 | 7 | $190.5M | 0 | |
| 2022-09-30 | 7 | $153.3M | 0 | |
| 2022-06-30 | 8 | $133.1M | 0 | |
| 2022-03-31 | 10 | $188.5M | 0 | |
| 2021-12-31 | 9 | $199.8M | 0 | |
| 2021-09-30 | 5 | $241.0M | 0 | |
| 2021-06-30 | 4 | $232.2M | 100 | |
| 2021-03-31 | 7 | $188.7M | 32 | |
| 2020-12-31 | 3 | $137.0M | 44 | |
| 2020-09-30 | 5 | $92.9M | 73 | |
| 2020-06-30 | 1 | $47.2M | 61 | |
| 2020-03-31 | 3 | $50.6M | 100 | |
| 2019-12-31 | 3 | $92.7M | 12 | |
| 2019-09-30 | 3 | $104.6M | 22 | |
| 2019-06-30 | 3 | $127.7M | 44 | |
| 2019-03-31 | 7 | $98.3M | 20 | |
| 2018-12-31 | 5 | $82.4M | 41 | |
| 2018-09-30 | 3 | $122.5M | 8 | |
| 2018-06-30 | 3 | $132.9M | 14 | |
| 2018-03-31 | 3 | $115.0M | 7 | |
| 2017-12-31 | 3 | $123.1M | 4 | |
| 2017-09-30 | 4 | $118.8M | 16 | |
| 2017-06-30 | 2 | $101.0M | 14 | |
| 2017-03-31 | 4 | $115.9M | 14 | |
| 2016-12-31 | 2 | $132.7M | — |
Holding changes this quarter
William Marsh Rice University's most significant position changes for 2026-03-31: Add: Vanguard S&p 500 ETF (VOO) — shares +10.52%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSM | Black Stone Minerals LP | +1.8% | — | Unchanged |
| 2 | VOO | Vanguard S&p 500 ETF | -1.8% | +10.52% | Add |
FAQ
What is William Marsh Rice University and what type of investor is it?
William Marsh Rice University is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $220.6M, spread across 2 disclosed positions.
What are William Marsh Rice University's largest equity positions?
Based on the latest 13F filing, William Marsh Rice University's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $135.0M (61.2%)
2. Black Stone Minerals LP (BSM) — $85.6M (38.8%)
What changes did William Marsh Rice University make in its most recent portfolio filing?
In the latest quarter, William Marsh Rice University was primarily adding exposure — initiating 0 new positions and adding to 1 existing holdings. The largest of these moves: Add: Vanguard S&p 500 ETF (VOO) — shares +10.52%
What sectors does William Marsh Rice University focus on?
Sector breakdown data is not yet available for William Marsh Rice University. Check back after the next 13F processing cycle.