Msrh, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 6, 2026), Msrh, LLC reported 28 stock positions worth $89.6 million. Its top holding was Texas Pacific Land (TPL) at 48.2% of the portfolio, followed by Grayscale Bitcoin Trust ETF (GBTC, 32.2%) and Landbridge Co. LLC-A (LB, 5.1%).
- Most Recent 13F
- Q1 2026
- Location
- New York, NY
- CIK
- 0002122489
- Portfolio Value
- $89.6M (Q4 2025)
- SEC Filing
- 0002071844-26-000330 ↗ filed Apr 6, 2026
Holdings Value
Holdings 28 stocks · $89.6M
| TPL Texas Pacific Land Corp. | 48.16% | 150,230 | $43.1M | — |
| GBTC Grayscale Bitcoin Trust ETF | 32.21% | 422,078 | $28.9M | — |
| LB Landbridge Co. LLC-A | 5.13% | 93,866 | $4.6M | — |
| PBT Permian Basin Royalty Trust | 4.53% | 239,040 | $4.1M | — |
| BTC Grayscale Bitcoin Mini ETF | 4.46% | 103,200 | $4.0M | — |
| HE Hawaiian Electric Inds | 2.03% | 148,085 | $1.8M | — |
| MSB Mesabi Trust | 1.94% | 45,114 | $1.7M | — |
| HHH Howard Hughes Holdings Inc. | 0.64% | 7,200 | $574K | — |
| WBI Waterbridge Infrastruc Class A | 0.28% | 12,500 | $250K | — |
| WPM Wheaton Precious Metals Corp. | 0.19% | 1,421 | $167K | — |
| FWONA Liberty Media Corp. Class A | 0.11% | 1,129 | $101K | — |
| FNV Franco-Nevada Corp. | 0.11% | 471 | $98K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 1,868 | $95K | — |
| CVEO Civeo Corp. | 0.03% | 1,188 | $27K | — |
| SEG Seaport Entertainment Group | 0.03% | 1,254 | $25K | — |
| BKKT Bakkt Inc. filed as BAKKT HOLDINGS INC | 0.01% | 1,147 | $12K | — |
| ARLP Alliance Resource Partners | 0.01% | 296 | $7K | — |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 102 | $5K | — |
| BATRK Atlanta Braves Holdings in-C | 0.01% | 117 | $5K | — |
| NG Novagold Resources Inc. | 0.00% | 400 | $4K | — |
| TRC Tejon Ranch Co. | 0.00% | 81 | $1K | — |
| SLV iShares Silver Trust | 0.00% | 8 | $515 | — |
| TMQ Trilogy Metals Inc. | 0.00% | 66 | $284 | — |
| FRMI Fermi Inc. | 0.00% | 14 | $114 | — |
| CRCL Circle Internet Group Inc. | 0.00% | 1 | $79 | — |
| PAA Plains All Amer Pipeline LP | 0.00% | 2 | $36 | — |
| ET Energy Transfer LP | 0.00% | 2 | $33 | — |
| GLIBA Liberty Capital Corp. filed as GCI LIBERTY INC | 0.00% | 3,360 | $0 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.