Is Texas Pacific Land Corporation (TPL) A Good Stock To Buy Now?
Is TPL a good stock to buy? We came across a bullish thesis on Texas Pacific Land Corporation on 41investments’s Substack. In this article, we will summarize the bulls’ thesis on TPL.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Horizon Asset Management Murray Stahl | 10,015,379 | $4,752,898,409 | -4% | 51.49% |
| 2. | 193,800 | $91,969,728 | +255% | 0.01% | |
| 3. | AQR Capital Management Cliff Asness | 65,673 | $31,165,592 | -69% | 0.01% |
| 4. | 61,900 | $29,375,264 | 0.07% | ||
| 5. | 45,000 | $21,355,200 | +6% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $416.47 | 1 | $416.47 | 3,263,679 | 2026-07-20 | Filing | |
| $420.15 | 1 | $420.15 | 3,263,678 | 2026-07-17 | Filing | |
| $416.05 | 1 | $416.05 | 3,263,677 | 2026-07-16 | Filing | |
| $414.13 | 1 | $414.13 | 3,263,676 | 2026-07-15 | Filing | |
| $408.37 | 1 | $408.37 | 3,263,675 | 2026-07-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $401.18 | 100 | $40,118.00 | 12,040 | 2026-06-08 | Filing | |
| $400.21 | 730 | $292,153.30 | 12,140 | 2026-06-08 | Filing | |
| $400.25 | 3,170 | $1,268,792.50 | 12,870 | 2026-06-05 | Filing | |
| $510.08 | 895 | $456,522.32 | 3,816 | 2026-02-25 | Filing | |
| $503.00 | 1,608 | $808,824.00 | 2,133 | 2026-02-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 153,464 | $67,161,784 | 1.15% | |
| 2. | 127,627 | $55,854,562 | 1.7% | |
| 3. | 70,698 | $30,940,234 | 7.12% | |
| 4. | 49,760 | $21,776,967 | 0.79% | |
| 5. | 47,945 | $20,982,855 | 0.27% |