Dorchester Minerals LP (DMLP) — Smart Money Tracker (13F, Q2 2026)

DMLP ranks #3637 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DMLP is a top-conviction position for Meixler Investment Management, Ltd. — at 5.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in DMLP belongs to Morgan Stanley, but the position matters far more to Meixler Investment Management, Ltd., who has 5.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Freestone Capital Holdings, LLC has added to its DMLP position for two straight quarters, increasing it by $5.8M to reach $7.7M today.

Susquehanna International Group, LLP has trimmed its DMLP position for two straight quarters, cutting it by $629.8K while still holding $721.0K.

DMLP is up 0.3% today, and institutions have been net buyers of $21.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

DMLP closed its latest fiscal year with net income of $57.4M.

• Profitable — net income of $57.4M in the latest fiscal year
• Revenue declined 5.4% year over year
• Net income declined year over year, from $92.4M to $57.4M
• Generated $132.5M in positive operating cash flow
• Current ratio of 15.54x — enough short-term assets to cover short-term liabilities