Msrh, LLC 13F 持仓 · 2026年Q1
Msrh 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 1.13 亿美元。前几大持仓：TPL（62.83%）、GBTC（19.61%）、LB（5.73%）。本季前 25 大持仓中：新建仓 5 只、增持 4 只、减持 5 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORP | $70.9M | 62.83% | 149,458 | 减持 |
| 2 | GBTC | Grayscale Bitcoin Trust | $22.1M | 19.61% | 419,620 | 减持 |
| 3 | LB | LANDBRIDGE CO LLC-A | $6.5M | 5.73% | 93,756 | 减持 |
| 4 | PBT | Permian Basin Royalty Trust | $5.2M | 4.58% | 240,342 | 增持 |
| 5 | BTC | GRAYSCALE BITCOIN MINI TRUST | $3.1M | 2.74% | 103,200 | 持平 |
| 6 | HE | Hawaiian Electric Industries Inc | $2.5M | 2.20% | 167,460 | 增持 |
| 7 | MSB | Mesabi Trust | $1.4M | 1.26% | 45,114 | 持平 |
| 8 | HHH | HOWARD HUGHES HOLDINGS INC | $379,560 | 0.34% | 6,000 | 减持 |
| 9 | WBI | WATERBRIDGE INFRASTRUC-CL A | $334,875 | 0.30% | 12,500 | 持平 |
| 10 | MIAX | MIAMI INTERNATIONAL HOLDINGS | $280,224 | 0.25% | 7,200 | 新建仓 |
| 11 | NVO | Novo Nordisk A/S | $68,649 | 0.06% | 1,868 | 持平 |
| 12 | CVEO | CIVEO CORP | $31,434 | 0.03% | 1,188 | 持平 |
| 13 | SEG | SEAPORT ENTERTAINMENT GROUP | $26,936 | 0.02% | 1,254 | 持平 |
| 14 | ROYAL CARIBBEAN GROUP | $8,806 | 0.01% | 32 | 新建仓 | |
| 15 | ARLP | ALLIANCE RESOURCE PARTNERS | $8,184 | 0.01% | 296 | 持平 |
| 16 | BKKT | BAKKT HOLDINGS INC | $8,442 | 0.01% | 1,147 | 持平 |
| 17 | CCL | CARNIVAL CORP | $11,775 | 0.01% | 455 | 新建仓 |
| 18 | WPM | WHEATON PRECIOUS METALS CORP | $5,764 | 0.01% | 44 | 减持 |
| 19 | BATRK | ATLANTA BRAVES HOLDINGS IN-C | $0 | 0.00% | 0 | 清仓 |
| 20 | BUR | BURFORD CAPITAL LTD | $325 | 0.00% | 76 | 新建仓 |
| 21 | CNTN | CANTON STRATEGIC HOLDINGS IN | $7 | 0.00% | 2 | 新建仓 |
| 22 | CRCL | CIRCLE INTERNET GROUP INC | $572 | 0.00% | 6 | 增持 |
| 23 | ET | ENERGY TRANSFER LP | $39 | 0.00% | 2 | 持平 |
| 24 | FNV | Franco-Nevada Corp | $0 | 0.00% | 0 | 清仓 |
| 25 | FRMI | FERMI INC | $187 | 0.00% | 32 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR