PBT

Permian Basin Royalty Trust

Latest period2026 - Q1Total superinvestors98

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 98 superinvestors own shares of Permian Basin Royalty Trust (PBT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Permian Basin Royalty Trust (PBT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Permian Basin Royalty Trust (PBT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Permian Basin Royalty Trust (PBT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jay Kesslen@Horizon Kinetics Asset Management Llc
Recent Activity
Increased 3.11%
1.49%
$137.291M
6.38M shares@ 21.52 avg price
John Daniel@Softvest Advisors, Llc
Recent Activity
15.35%
$133.792M
6.217M shares@ 21.53 avg price
Stephen Carluccio@Mad River Investors
Recent Activity
Increased 1.66%
7.77%
$21.588M
1.003M shares@ 21.53 avg price
George P. Schwartz@Schwartz Investment Counsel Inc
Recent Activity
Decreased -3.46%
0.72%
$20.094M
933,719 shares@ 21.53 avg price
Abby McKelvy@Foundation Resource Management Inc
Recent Activity
Decreased -1.91%
1.53%
$13.562M
630,207 shares@ 21.53 avg price
Katherine R. Kelliher@Moors & Cabot, Inc.
Recent Activity
Increased 0.5%
0.55%
$12.668M
588,642 shares@ 21.53 avg price
Michael N. Peterson@Sei Investments Co
Recent Activity
Increased 115.97%
0.01%
$9.081M
422,000 shares@ 21.52 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 33.94%
0.01%
$6.475M
300,904 shares@ 21.53 avg price
Will Miller@Hosking Partners Llp
Recent Activity
Decreased -19.15%
0.22%
$6.032M
280,292 shares@ 21.53 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 3.73%
0.01%
$5.789M
268,985 shares@ 21.53 avg price

1-10 of 98