MSRH, LLC
CIK 0002122489 · NEW YORK, NY · Quarter end: 2026-03-31 · Filed on: 2026-05-11 · Open the SEC source ↗
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
Top Holdings
TPL
TEXAS PACIFIC LAND CORP
62.8%
GBTC
Grayscale Bitcoin Trust
19.6%
LB
LANDBRIDGE CO LLC-A
5.7%
PBT
Permian Basin Royalty Trust
4.6%
BTC
GRAYSCALE BITCOIN MINI TRUST
2.7%
HE
Hawaiian Electric Industries Inc
2.2%
MSB
Mesabi Trust
1.3%
HHH
HOWARD HUGHES HOLDINGS INC
0.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.