Meixler Investment Management, Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$186.0M
Q ending 2026-03-31
Prior quarter
$164.9M
Q ending 2025-12-31
Change
+12.8% QoQ · +28.7% YoY
Positions
93
reported holdings
Largest positions
All 93 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Sprott Asset Management Lp | PHYS | Shares | $19.4M | 549K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $13.7M | 29K |
| Natural Resource Partners Lp | NRP | Shares | $11.4M | 93K |
| Dorchester Minerals L P | DMLP | Shares | $10.8M | 385K |
| Suncor Energy Inc New | SU | Shares | $8.9M | 135K |
| Enterprise Prods Partners L | EPD | Shares | $5.9M | 156K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $5.5M | 116K |
| Eagle Matls Inc | EXP | Shares | $5.4M | 29K |
| Honeywell Intl Inc | HONGBP | Shares | $5.1M | 22K |
| Tortoise Energy Infrstrctr C | TYG | Shares | $4.8M | 104K |
| Oneok Inc New | OKE | Shares | $4.7M | 53K |
| Royal Gold Inc | RGLD | Shares | $4.5M | 17K |
| Franco Nev Corp | FNV | Shares | $4.0M | 15K |
| Lockheed Martin Corp | LMT | Shares | $3.8M | 6K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $3.3M | 72K |
| Kinder Morgan Inc Del | KMI | Shares | $3.2M | 98K |
| Wp Carey Inc | WPC | Shares | $2.9M | 41K |
| Sky Harbour Group Corporatio | SKYH | Shares | $2.7M | 272K |
| Global X Fds | MLPA | Shares | $2.7M | 50K |
| Knife River Corp | KNF | Shares | $2.6M | 35K |
| Modiv Industrial Inc | MDV | Shares | $2.5M | 171K |
| Canadian Pacific Kansas City | CP | Shares | $2.4M | 31K |
| Esab Corporation | ESAB | Shares | $2.4M | 24K |
| Murphy Usa Inc | MUSA | Shares | $2.3M | 5K |
| Transportadora De Gas Del Su | TGS | Shares | $2.2M | 61K |
| Or Royalties Inc. | OR | Shares | $2.0M | 49K |
| Energy Transfer L P | ET | Shares | $1.6M | 87K |
| Enbridge Inc | ENB | Shares | $1.6M | 29K |
| Lowes Cos Inc | LOW | Shares | $1.6M | 7K |
| Frp Hldgs Inc | FRPH | Shares | $1.6M | 71K |
| Qualcomm Inc | QCOM | Shares | $1.5M | 12K |
| Legacy Housing Corp | LEGH | Shares | $1.5M | 71K |
| First Tr Exchange-Traded Fd | GRID | Shares | $1.4M | 9K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Valaris Ltd | Shares | $1.4M | 14K | |
| Penske Automotive Grp Inc | PAG | Shares | $1.4M | 9K |
| Corporacion Amer Arpts S A | Shares | $1.3M | 50K | |
| Spdr Series Trust | XAR | Shares | $1.3M | 5K |
| Boston Omaha Corp | BOC | Shares | $1.3M | 102K |
| Rexford Indl Rlty Inc | REXR | Shares | $1.2M | 36K |
| Trimble Inc | TRMB | Shares | $1.2M | 18K |
| Solstice Advanced Matls Inc | SOLS | Shares | $1.2M | 15K |
| Home Depot Inc | HD | Shares | $1.0M | 3K |
| Lincoln Elec Hldgs Inc | LECO | Shares | $1.0M | 4K |
| St Joe Co | JOE | Shares | $934K | 14K |
| Imperial Oil Ltd | IMO | Shares | $920K | 7K |
| Amrize Ltd | Shares | $900K | 17K | |
| Vox Royalty Corp | VOXR | Shares | $885K | 168K |
| Alphabet Inc | GOOGL | Shares | $872K | 3K |
| Dine Brands Global Inc | DIN | Shares | $809K | 32K |
| Lamar Advertising Co | LAMR | Shares | $802K | 6K |
| Agnico Eagle Mines Ltd | AEM | Shares | $788K | 4K |
| Ferguson Enterprises Inc | FERG | Shares | $776K | 3K |
| Wesco Intl Inc | WCC | Shares | $767K | 3K |
| Wheaton Precious Metals Corp | WPM | Shares | $767K | 6K |
| Td Synnex Corporation | SNX | Shares | $701K | 4K |
| Newmont Corp | NEM | Shares | $657K | 6K |
| Cresud S A C I F Y A | CRESY | Shares | $655K | 52K |
| Grupo Aeroportuario Del Cent | OMAB | Shares | $640K | 5K |
| Mercadolibre Inc | MELI | Shares | $636K | 371 |
| Pursuit Attractions And Hosp | PRSU | Shares | $594K | 16K |
| Triple Flag Precious Metal | TFPM | Shares | $586K | 16K |
| Tc Energy Corp | TRP | Shares | $548K | 9K |
| Frontview Reit Inc | FVR | Shares | $543K | 35K |
| Sprott Inc | SII | Shares | $512K | 4K |
| Exxon Mobil Corp | XOM | Shares | $490K | 3K |
| Alta Equipment Group Inc | ALTG | Shares | $488K | 93K |
| National Presto Inds Inc | NPK | Shares | $486K | 3K |
| Alphabet Inc | GOOG | Shares | $430K | 1K |
| Sprott Asset Management Lp | PSLV | Shares | $400K | 17K |
| Apple Inc | AAPL | Shares | $387K | 2K |
| Owens Corning New | OC | Shares | $383K | 4K |
| Atkore Inc | ATKR | Shares | $365K | 6K |
| Phillips 66 | PSX | Shares | $354K | 2K |
| Umh Pptys Inc | UMH | Shares | $335K | 23K |
| Peabody Engr Corp | BTU | Shares | $316K | 9K |
| American Intl Group Inc | AIG | Shares | $312K | 4K |
| Veralto Corp | VLTO | Shares | $311K | 4K |
| Hagerty Inc | HGTY | Shares | $288K | 26K |
| Chevron Corporation | CVX | Shares | $257K | 1K |
| San Juan Basin Rty Tr | SJT | Shares | $253K | 54K |
| Ss&C Tech Hldgs | SSNC | Shares | $237K | 3K |
| Warrior Met Coal Inc | HCC | Shares | $236K | 2K |
| Arrow Electrs Inc | ARW | Shares | $212K | 1K |
| Noble Corp Plc | Shares | $205K | 4K | |
| Celanese Corp Del | CE | Shares | $203K | 3K |
| Hawaiian Elec Inds Inc Mtn B | HE | Shares | $177K | 12K |
| Newmont Corp | NEM | Call | $103K | 900 |
| Dine Brands Global Inc | DIN | Call | $51K | 2K |
| Royal Gold Inc | RGLD | Call | $26K | 100 |
| Celanese Corp Del | CE | Call | $26K | 400 |
| Sky Harbour Group Corporatio | SKYH/WS | Shares | $14K | 18K |
| Qualcomm Inc | QCOM | Call | $13K | 100 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.