Meixler Investment Management
Meixler Investment Management reported 89 stocks worth $181M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are PHYS (9.1%), BRK.B (7.9%) and NRP (5.2%). Compared with Q1 2026, the fund opened new positions in HON, HONA and CR, added to NRP, EXP and EPD, trimmed PHYS, BRK.B and DMLP and sold out of SNX, XOM and BTU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PHYS Sprott Physical Gold TR | $16.4M | 9.1% | 544K | −4,590 (−1%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $14.3M | 7.9% | 29K | −84 (−0%) | 8 of 8 | |
| 3 |  NRP Natural Resource Partners L | $9.5M | 5.2% | 98K | +4,399 (+5%) | 8 of 8 | |
| 4 |  DMLP Dorchester Minerals LP | $9.3M | 5.2% | 369K | −16K (−4%) | 8 of 8 | |
| 5 |  EXP Eagle Matls Inc | $6.8M | 3.7% | 30K | +1,323 (+5%) | 8 of 8 | |
| 6 |  EPD Enterprise Products | $6.3M | 3.5% | 172K | +17K (+11%) | 8 of 8 | |
| 7 |  SU Suncor Energy Inc New | $6.1M | 3.4% | 114K | −20K (−15%) | 8 of 8 | |
| 8 |  OKE Oneok Inc New | $5.1M | 2.8% | 59K | +5,530 (+10%) | 8 of 8 | |
| 9 |  RGLD Royal Gold Inc | $4.4M | 2.5% | 22K | +5,219 (+31%) | 4 of 8 | |
| 10 |  ESAB Esab Corporation | $4.4M | 2.4% | 44K | +20K (+83%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $5.1M | 22K |
 SNX TD Synnex Corporation | $701K | 3,748 |
 XOM Exxon Mobil Corp | $490K | 3,050 |
 BTU Peabody Energy Corp | $316K | 9,412 |
 HCC Warrior Met Coal Inc | $236K | 2,490 |
🔒 Free account: see all 8.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 NEM Newmont Corp | Call | $19K | 200 | −700 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meixler Investment Management 13F FAQ
What does Meixler Investment Management own?
Meixler Investment Management reported 89 stocks worth $181M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are PHYS (9.1%), BRK.B (7.9%) and NRP (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Meixler Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 29 added to, 47 trimmed and 8 sold out. New positions include HON, HONA and CR. It sold all of SNX, XOM and BTU.
When will Meixler Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Meixler Investment Management's portfolio worth?
The Q2 2026 filing reports $181M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.