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SoftVest Advisors, LLC

SEC CIK
0001803391
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
2
−1 vs. Q4 2024
Portfolio value
$565.0M
+$65.5M (+13.1%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of SoftVest Advisors, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TPLTexas Pacific Land CorpStock393,300$521.1M92.2%00.0%UnchangedHistory
PBTPermian Basin Royalty TrustUNIT BEN INT4,429,695$43.9M7.8%00.0%UnchangedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of SoftVest Advisors, LLC in Q1 2025
SecurityClassPutsCalls
SPDR Series Trust78468R556SP O&G EXPL PRO$231.8M$59.3M
SPYSPDR S&P 500 ETF TrustETF$251.7M–
ARLPAlliance Resource Partners LPStock–$13.6M

Sold out since Q4 2024 (1)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of SoftVest Advisors, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
iShares Tr46428743220 YR TR BD ETF177,000$15.5M3.1%–