Msrh, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$112.9M
Q ending 2026-03-31
Prior quarter
$89.6M
Q ending 2025-12-31
Change
+26.0% QoQ
Positions
29
reported holdings
Largest positions
All 29 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 |
|---|---|---|---|---|
| Texas Pacific Land Corp | TPL | Shares | $70.9M | 149K |
| Grayscale Bitcoin Trust | GBTC | Shares | $22.1M | 420K |
| Landbridge Co Llc-A | LB | Shares | $6.5M | 94K |
| Permian Basin Royalty Trust | PBT | Shares | $5.2M | 240K |
| Grayscale Bitcoin Mini Trust | BTC | Shares | $3.1M | 103K |
| Hawaiian Electric Industries Inc | HE | Shares | $2.5M | 167K |
| Mesabi Trust | MSB | Shares | $1.4M | 45K |
| Howard Hughes Holdings Inc | HHH | Shares | $380K | 6K |
| Waterbridge Infrastruc-Cl A | WBI | Shares | $335K | 13K |
| Miami International Holdings | MIAX | Shares | $280K | 7K |
| Novo Nordisk A/S | NVO | Shares | $69K | 2K |
| Civeo Corp | CVEO | Shares | $31K | 1K |
| Seaport Entertainment Group | SEG | Shares | $27K | 1K |
| Carnival Corp | CCL1EUR | Shares | $12K | 455 |
| Royal Caribbean Group | Shares | $9K | 32 | |
| Bakkt Holdings Inc | BKKT | Shares | $8K | 1K |
| Alliance Resource Partners | ARLP | Shares | $8K | 296 |
| Wheaton Precious Metals Corp | WPM | Shares | $6K | 44 |
| Ishares Bitcoin Trust | IBIT | Shares | $4K | 102 |
| Novagold Resources Inc | NG | Shares | $4K | 400 |
| Tejon Ranch Co | TRC | Shares | $2K | 81 |
| Circle Internet Group Inc | CRCL | Shares | $572 | 6 |
| Ishares Silver Trust | SLV | Shares | $545 | 8 |
| Burford Capital Ltd | Shares | $325 | 76 | |
| Trilogy Metals Inc | TMQ | Shares | $237 | 66 |
| Fermi Inc | FRMI | Shares | $187 | 32 |
| Plains All Amer Pipeline Lp | PAA | Shares | $45 | 2 |
| Energy Transfer Lp | ET | Shares | $39 | 2 |
| Canton Strategic Holdings In | CNTN | Shares | $7 | 2 |
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.