Meixler Investment Management, Ltd.
Q2 2026 13F filing
Updated 38 days ago90 disclosed positions worth $181.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PHYS SPROTT ASSET MANAGEMENT LP | $16.4M | 544.2K | 9.07% | Trimmed(-0.8%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $14.3M | 28.6K | 7.89% | Trimmed(-0.3%) |
| 3 | N NRP NATURAL RESOURCE PARTNERS LP | $9.5M | 97.6K | 5.23% | Added(+4.7%) |
| 4 | D DMLP DORCHESTER MINERALS L P | $9.3M | 369.0K | 5.15% | Trimmed(-4.1%) |
| 5 | E EXP EAGLE MATLS INC | $6.8M | 30.1K | 3.74% | Added(+4.6%) |
| 6 | E EPDU ENTERPRISE PRODS PARTNERS L | $6.3M | 172.4K | 3.50% | Added(+10.6%) |
| 7 | S SU SUNCOR ENERGY INC NEW | $6.1M | 114.5K | 3.39% | Trimmed(-15.2%) |
| 8 | O OKE ONEOK INC NEW | $5.1M | 58.8K | 2.82% | Added(+10.4%) |
| 9 | R RGLD ROYAL GOLD INC | $4.4M | 22.2K | 2.45% | Added(+22138.0%) |
| 10 | E ESAB ESAB CORPORATION | $4.4M | 44.3K | 2.41% | Added(+83.1%) |
| 11 | T TYG TORTOISE ENERGY INFRSTRCTR C | $4.1M | 96.8K | 2.29% | Trimmed(-6.9%) |
| 12 | L LMT LOCKHEED MARTIN CORP | $4M | 7.9K | 2.22% | Added(+29.0%) |
| 13 | C CNQ CANADIAN NAT RES LTD MED TER | $4M | 100.2K | 2.19% | Trimmed(-13.8%) |
| 14 | ? N/A GLOBAL X FDS | $3.4M | 63.2K | 1.85% | Added(+25.7%) |
| 15 | E EP-PC KINDER MORGAN INC DEL | $3.2M | 101.1K | 1.79% | Added(+2.7%) |
| 16 | F FNV FRANCO NEV CORP | $3.2M | 15.3K | 1.77% | Trimmed(-0.5%) |
| 17 | K KNF KNIFE RIVER CORP | $3M | 36.1K | 1.67% | Added(+3.3%) |
| 18 | W WPC WP CAREY INC | $2.9M | 40.8K | 1.61% | Trimmed(-0.4%) |
| 19 | C CP CANADIAN PACIFIC KANSAS CITY | $2.9M | 33.0K | 1.58% | Added(+6.7%) |
| 20 | O OUNZ VANECK MERK GOLD ETF | $2.8M | 73.7K | 1.57% | Added(+1.9%) |
| 21 | H HON HONEYWELL INTL INC | $2.7M | 12.1K | 1.50% | — |
| 22 | H HONA HONEYWELL AEROSPACE INC | $2.7M | 12.1K | 1.47% | — |
| 23 | S SKYH-WT SKY HARBOUR GROUP CORPORATIO | $2.7M | 270.4K | 1.47% | Trimmed(-0.5%) |
| 24 | ? N/A TRANSPORTADORA DE GAS DEL SU | $2.6M | 87.6K | 1.44% | Added(+43.1%) |
| 25 | R REXR-PC REXFORD INDL RLTY INC | $2.2M | 66.8K | 1.24% | Added(+84.4%) |
| 26 | M MUSA MURPHY USA INC | $2.2M | 4.0K | 1.20% | Trimmed(-12.2%) |
| 27 | ? N/A MODIV INDUSTRIAL INC | $2.1M | 121.2K | 1.16% | Trimmed(-29.3%) |
| 28 | ? N/A FRP HLDGS INC | $1.8M | 70.9K | 0.98% | Added(+0.5%) |
| 29 | E ET-PI ENERGY TRANSFER L P | $1.7M | 90.5K | 0.96% | Added(+4.1%) |
| 30 | P PAG PENSKE AUTOMOTIVE GRP INC | $1.7M | 9.4K | 0.92% | Added(+1.1%) |
| 31 | F FPF FIRST TR EXCHANGE-TRADED FD | $1.6M | 8.3K | 0.88% | Trimmed(-5.0%) |
| 32 | O OR OR ROYALTIES INC. | $1.5M | 47.4K | 0.83% | Trimmed(-3.3%) |
| 33 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.83% | Unchanged |
| 34 | Q QCOM QUALCOMM INC | $1.5M | 8.0K | 0.82% | Added(+7919.0%) |
| 35 | E EBBGF ENBRIDGE INC | $1.5M | 27.1K | 0.81% | Trimmed(-6.9%) |
| 36 | L LOW LOWES COS INC | $1.4M | 6.6K | 0.80% | Trimmed(-3.4%) |
| 37 | S SOLS SOLSTICE ADVANCED MATLS INC | $1.4M | 15.9K | 0.78% | Added(+3.6%) |
| 38 | M MDY SPDR SERIES TRUST | $1.4M | 4.9K | 0.77% | Trimmed(-0.8%) |
| 39 | B BOC BOSTON OMAHA CORP | $1.3M | 95.9K | 0.72% | Trimmed(-5.8%) |
| 40 | L LECO LINCOLN ELEC HLDGS INC | $1.3M | 4.8K | 0.70% | Added(+15.5%) |
| 41 | C CAAP CORPORACION AMER ARPTS S A | $1.3M | 50.2K | 0.70% | Trimmed(-0.1%) |
| 42 | H HD HOME DEPOT INC | $1.1M | 3.2K | 0.62% | Trimmed(-0.3%) |
| 43 | F FERG FERGUSON ENTERPRISES INC | $1.1M | 4.7K | 0.61% | Added(+41.2%) |
| 44 | ? N/A DINE BRANDS GLOBAL INC | $1.1M | 30.1K | 0.60% | Added(+1405.3%) |
| 45 | L LEGH LEGACY HOUSING CORP | $1.1M | 41.1K | 0.60% | Trimmed(-42.0%) |
| 46 | G GOOGN ALPHABET INC | $997K | 2.8K | 0.55% | Trimmed(-5.3%) |
| 47 | T TRMB TRIMBLE INC | $968K | 18.9K | 0.53% | Added(+3.8%) |
| 48 | W WCC WESCO INTL INC | $955K | 2.8K | 0.53% | Unchanged |
| 49 | A AMRZ AMRIZE LTD | $879K | 16.5K | 0.49% | Trimmed(-0.6%) |
| 50 | V VAL-WT VALARIS LTD | $861K | 11.9K | 0.48% | Trimmed(-17.0%) |