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 |
|---|---|---|---|---|---|---|
| $400.13 | 1 | $400.13 | 3,263,672 | 2026-07-09 | Filing | |
| $397.47 | 1 | $397.47 | 3,263,671 | 2026-07-08 | Filing | |
| $400.67 | 1 | $400.67 | 3,263,670 | 2026-07-07 | Filing | |
| $408.89 | 1 | $408.89 | 3,263,669 | 2026-07-06 | Filing | |
| $402.64 | 1 | $402.64 | 3,263,668 | 2026-07-02 | 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. | 47,945 | $20,982,855 | 0.27% | |
| 3. | 28,709 | $12,564,300 | 1.14% | |
| 4. | 18,328 | $8,021,246 | 0.72% | |
| 5. | 16,491 | $7,217,121 | 0.04% |