Texas Pacific Land CORP (TPL) Smart Money Holdings (13F, Q2 2026)

TPL ranks #583 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TPL is a top-conviction position for York GP, Ltd. — at 93.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TPL belongs to Horizon Kinetics Asset Management LLC, but the position matters far more to York GP, Ltd., who has 93.0% 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.

Wedmont Private Capital has added to its TPL position for two straight quarters, increasing it by $800.4K to reach $1.2M today.

Blue Trust, Inc. has trimmed its TPL position for two straight quarters, cutting it by $12.0M while still holding $32.1M.

TPL is down 2.3% today, but institutions show net buying of $14.9B this quarter — a divergence between today's price move and the underlying institutional flow.

TPL posted net income of $541.4M over the trailing twelve months, and currently trades at a P/E of 44.2.

• Profitable — net income of $541.4M over the trailing twelve months
• Revenue grew 20.8% year over year
• Net income improved year over year, from $461.7M to $541.4M
• Generated $545.9M in positive operating cash flow
• Current ratio of 4.40x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.11x equity — within a conventional range