Sign In
test

John Daniel

Softvest Advisors, Llc

Assets Managed
$872.077M
Holdings
4
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
91.59%(2Q avg: 42.06%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Softvest Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4 positions.

Assets under management

The assets under management (AUM) of Softvest Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 872.077M in assets, with a quarterly growth rate of 91.59% and a 2-quarter average growth rate of 42.06%. The portfolio is managed by John Daniel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TPL
Texas Pacific Land Corp
Recent Activity
Increased 24.6%
80.06%
$698.172M
1.471M shares@ $474.56 avg price
PBT
Permian Basin Royalty Trust
Recent Activity
15.35%
$133.792M
6.217M shares@ $21.53 avg price
XOP
Spdr S&p Oil & Gas Exp & Pr
Recent Activity
Increased 116.87%
3.76%
$32.729M↓ Put
180,000 shares@ $181.83 avg price
CRT
Cross Timbers Royalty Trust
Recent Activity
New Position
0.85%
$7.384M
697,893 shares@ $10.59 avg price

1-4 of 4