Softvest Advisors, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Softvest Advisors, Llc disclosed 3 stock positions valued at approximately $628.86M as of quarter-end June 30, 2026. The largest holdings include TEXAS PACIFIC LAND CORPORATI, PERMIAN BASIN RTY TR, and CROSS TIMBERS RTY TR.

Report Period: June 30, 2026
No. of Stocks: 3
Portfolio Value: $628.86M

Holdings by Sector

Softvest Advisors, Llc Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
TEXAS PACIFIC LAND CORPORATI	TPL	Energy	73.91%	1,062,099	-	-	$464,817,006
PERMIAN BASIN RTY TR	PBT	Energy	24.76%	6,217,107	-	-	$155,676,359
CROSS TIMBERS RTY TR	CRT	Energy	1.33%	924,960	+227,067	+32.54%	$8,361,638

Showing 3 of 3 holdings in the latest reporting period.

Softvest Advisors, Llc Options Holdings in Q2 2026

Quarter	Symbol	Company	Option	Contracts	Notional Value
Q2 2026	TPL	Texas Pacific Land Corporation	PUT	480,200	$210,154,728
Q2 2026	XOP	SPDR S&P Oil & Gas Explor & Pro	PUT	180,000	$27,766,800
Q2 2026	TLT	iShares 20+ Year Treasury Bond	CALL	222,800	$19,183,080
Q2 2026	USO	United States Oil Fund	PUT	150,000	$15,966,000
Q2 2026	SPY	SPDR S&P 500	PUT	18,500	$13,815,245
Q2 2026	USO	United States Oil Fund	CALL	50,000	$5,322,000

Showing 6 of 6 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.