SoftVest Advisors
SoftVest Advisors reported 3 stocks worth $629M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TPL (73.9%), PBT (24.8%) and CRT (1.3%). Compared with Q1 2026, the fund added to CRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TPL Texas Pacific Land C | $465M | 73.9% | 1.1M | No change | 8 of 8 | |
| 2 |  PBT Permian Basin Rty TR Unit Ben Int | $156M | 24.8% | 6.2M | No change | 8 of 8 | |
| 3 |  CRT Cross Timbers Rty TR | $8.4M | 1.3% | 925K | +227K (+33%) | 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.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
TPL Texas Pacific Land C | Put | $210M | 480K | +71,100 |
 XOP ST Srt Spdr S&P Oil and | Put | $27.8M | 180K | 0 |
 TLT Ishares TR | Call | $19.2M | 223K | +222,800 |
 USO United Sts Oil FD LP | Put | $16M | 150K | +150,000 |
 SPY Spdr S&P 500 ETF TR | Put | $13.8M | 19K | +18,500 |
🔒 Free account: see all 6.
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 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SoftVest Advisors 13F FAQ
What does SoftVest Advisors own?
SoftVest Advisors reported 3 stocks worth $629M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TPL (73.9%), PBT (24.8%) and CRT (1.3%). The table above lists every position in the filing (the top 10 without an account).
What did SoftVest Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 1 added to, 0 trimmed and 0 sold out.
When will SoftVest Advisors 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 SoftVest Advisors's portfolio worth?
The Q2 2026 filing reports $629M in US stocks ($921M including options). 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.