SANTA MONICA PARTNERS LP: 13F holdings

CIK 9047932026Q2

Positions13
Reported value$185.4m
Filed2026-08-13

Change since last quarter

Positions13 (+0 vs prior quarter)
Reported value$185.4m (+3.5%)

Top 10 holdings

SecuritySharesValueWeight
Texas Pacific Land Corp. - Common Stock161,973$70.9m38.2%
MA Mastercard Incorporated - Common Stock102,170$52.5m28.3%
BELFB Bel Fuse Inc. - Class B Common Stock67,634$22.5m12.1%
Garmin Ltd. - Common Stock40,755$9.7m5.2%
BCPC Balchem Corp. - Common Stock51,100$8.6m4.7%
BELFA Bel Fuse Inc. - Class A Common Stock23,434$6.8m3.7%
BR Broadridge Financial Solutions, Inc. - Common Stock40,793$5.6m3.0%
BRK.A Berkshire Hathaway Inc. Common Stock4$3.0m1.6%
Grayscale Bitcoin Trust ETF64,932$3.0m1.6%
LB Landbridge Company - Common Stock18,000$1.4m0.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="904793")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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