MSRH, LLC

CIK 0002122489 · NEW YORK, NY · Quarter end: 2026-03-31 · Filed on: 2026-05-11 · Open the SEC source

MSRH, LLC reported 29 positions worth $112.9M as of March 31, 2026 (13F filed May 11, 2026). Largest holding: TPL (62.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$112.9M
2026 Q1
Positions
29
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.8%
Est. Net Flow (Q)
2026 Q1
10 / 29 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TPLTEXAS PACIFIC LAND CORPSH$70.9M62.83%149,458
2GBTCGrayscale Bitcoin TrustSH$22.1M19.61%419,620
3LBLANDBRIDGE CO LLC-ASH$6.5M5.74%93,756
4PBTPermian Basin Royalty TrustSH$5.2M4.58%240,342
5BTCGRAYSCALE BITCOIN MINI TRUSTSH$3.1M2.74%103,200
6HEHawaiian Electric Industries IncSH$2.5M2.20%167,460
7MSBMesabi TrustSH$1.4M1.26%45,114
8HHHHOWARD HUGHES HOLDINGS INCSH$379.6K0.34%6,000
9WBIWATERBRIDGE INFRASTRUC-CL ASH$334.9K0.30%12,500
10MIAXMIAMI INTERNATIONAL HOLDINGSSH$280.2K0.25%7,200

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MSRH, LLC hold as of Q1 2026?

MSRH, LLC reported 29 positions worth $112.9M in its Q1 2026 13F filing. Largest positions: TPL (62.8%), GBTC (19.6%), LB (5.7%), PBT (4.6%) and BTC (2.7%).

What did MSRH, LLC buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MSRH, LLC sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.