| TPL Texas Pacific Land Corp. | 9.85% | 620,000 | $294.2M | No change |
| PLTR Palantir Technologies Inc. Class A | 6.66% | 1,360,000 | $198.9M | Add +15.7% |
| FCX Freeport-McMoran Inc. | 5.21% | 2,650,000 | $155.8M | No change |
| NVDA Nvidia Corp. | 5.11% | 875,000 | $152.6M | Add +1.7% |
| META Meta Platforms Inc. Class A | 4.40% | 230,000 | $131.6M | Add +21.1% |
| AVGO Broadcom Inc. | 2.69% | 260,000 | $80.5M | Add +3.2% |
| COST Costco Wholesale Corp. | 2.43% | 73,000 | $72.7M | Add +1.4% |
| APP AppLovin Corp. Class A | 2.33% | 175,000 | $69.7M | Add +45.8% |
| LMT Lockheed Martin Corp. | 2.12% | 105,000 | $63.5M | Add +16.7% |
| PH Parker Hannifin Corp. | 1.95% | 65,000 | $58.2M | No change |
| CVX Chevron Corp. | 1.90% | 275,000 | $56.9M | No change |
| CCJ Cameco Corp. | 1.82% | 500,000 | $54.3M | No change |
| ARM Arm Holdings PLC-ADR | 1.65% | 325,000 | $49.2M | Add +18.2% |
| XOM Exxon Mobil Corp. | 1.56% | 275,000 | $46.7M | No change |
| MS Morgan Stanley | 1.51% | 275,000 | $45.3M | Add +10.0% |
| RIO Rio Tinto PLC-Spon ADR | 1.33% | 425,000 | $39.6M | No change |
| COP Conocophillips | 1.33% | 300,000 | $39.6M | No change |
| GPCR Structure Therapeutics Inc. | 1.21% | 750,000 | $36.1M | Add +7.1% |
| ALB Albemarle Corp. | 1.20% | 200,000 | $35.9M | No change |
| OVV Ovintiv Inc. | 1.19% | 600,000 | $35.6M | No change |
| TWLO Twilio Inc. Class A | 1.16% | 275,000 | $34.6M | Add +30.9% |
| AMT American Tower Corp. | 1.16% | 200,000 | $34.5M | No change |
| V Visa Inc. Class A | 1.11% | 110,000 | $33.2M | Add +29.4% |
| SCHW Schwab (charles) Corp. | 1.10% | 350,000 | $32.9M | Add +6.1% |
| AMGN Amgen Inc. | 1.06% | 90,000 | $31.7M | Add +5.9% |
| STT State Street Corp. | 1.06% | 250,000 | $31.6M | Add +16.3% |
| AFRM Affirm Holdings Inc. | 1.03% | 675,000 | $30.9M | Add +28.6% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 1.03% | 425,000 | $30.9M | No change |
| FDX FedEx Corp. | 1.01% | 85,000 | $30.3M | No change |
| NTR Nutrien Ltd. | 1.01% | 400,000 | $30.2M | No change |
| ITW Illinois Tool Works | 1.00% | 115,000 | $29.9M | No change |
| ADSK Autodesk Inc. | 1.00% | 125,000 | $29.9M | Add +31.6% |
| PLD Prologis Inc. | 1.00% | 225,000 | $29.7M | No change |
| NUE Nucor Corp. | 0.99% | 175,000 | $29.6M | No change |
| OXY Occidental Petroleum Corp. | 0.98% | 450,000 | $29.3M | No change |
| APD Air Products & Chemicals Inc. | 0.97% | 100,000 | $29.0M | No change |
| DVN Devon Energy Corp. | 0.93% | 550,000 | $27.7M | No change |
| WSM Williams-Sonoma Inc. | 0.92% | 150,000 | $27.3M | No change |
| DLR Digital Realty Trust Inc. | 0.90% | 150,000 | $27.0M | No change |
| UBER Uber Technologies Inc. | 0.90% | 375,000 | $27.0M | Add +11.9% |
| CNQ Canadian Natural Resources | 0.90% | 550,000 | $26.8M | No change |
| DINO HF Sinclair Corp. | 0.89% | 425,000 | $26.5M | No change |
| IPGP Ipg Photonics Corp. | 0.86% | 225,000 | $25.8M | No change |
| CP Canadian Pacific Kansas City | 0.86% | 325,000 | $25.6M | Add +14.0% |
| AVB Avalonbay Communities Inc. | 0.82% | 150,000 | $24.5M | No change |
| ESS Essex Property Trust Inc. | 0.81% | 100,000 | $24.2M | No change |
| LEN Lennar Corp. Class A | 0.80% | 275,000 | $23.9M | Add +22.2% |
| APA Apa Corp. | 0.78% | 550,000 | $23.3M | No change |
| SPG Simon Property Group Inc. | 0.78% | 125,000 | $23.3M | No change |
| MUR Murphy Oil Corp. | 0.76% | 550,000 | $22.7M | No change |
| OUT Outfront Media Inc. | 0.75% | 850,000 | $22.5M | No change |
| FRT Federal Realty Invs Trust | 0.71% | 200,000 | $21.2M | No change |
| VNOM Viper Energy Inc. Class A | 0.71% | 450,000 | $21.1M | No change |
| MRP Millrose Properties | 0.70% | 750,000 | $21.0M | Add +7.1% |
| REG Regency Centers Corp. | 0.70% | 275,000 | $20.8M | No change |
| R Ryder System Inc. | 0.69% | 100,000 | $20.5M | No change |
| WYNN WYNN Resorts Ltd. | 0.66% | 195,000 | $19.8M | Add +30.0% |
| BIREF Birchcliff Energy Ltd. | 0.64% | 3,500,000 | $19.2M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.63% | 195,000 | $18.8M | Add +30.0% |
| FLR Fluor Corp. | 0.62% | 400,000 | $18.7M | No change |
| PSX Phillips 66 | 0.61% | 100,000 | $18.2M | No change |
| STAG Stag Industrial Inc. | 0.60% | 500,000 | $18.0M | No change |
| A Agilent Technologies Inc. | 0.57% | 150,000 | $17.1M | No change |
| CUBE Cubesmart | 0.55% | 450,000 | $16.5M | No change |
| BP BP PLC-Spons ADR | 0.55% | 350,000 | $16.4M | No change |
| CSR Centerspace | 0.53% | 275,000 | $15.8M | No change |
| WY Weyerhaeuser Co. | 0.49% | 600,000 | $14.7M | No change |
| BXP BXP Inc. | 0.43% | 250,000 | $13.0M | No change |
| KIM Kimco Realty Corp. | 0.41% | 550,000 | $12.4M | No change |
| UDR Udr Inc. | 0.40% | 350,000 | $11.8M | No change |
| LULU Lululemon Athletica Inc. | 0.38% | 75,000 | $11.5M | No change |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 0.31% | 650,000 | $9.4M | No change |
| VNO Vornado Realty Trust | 0.30% | 350,000 | $9.1M | No change |
| VALE Vale SA-SP ADR | 0.27% | 500,000 | $8.0M | No change |
| SOUHY SOUTH32 - ADR | 0.25% | 500,000 | $7.6M | No change |
| HIW Highwoods Properties Inc. | 0.25% | 350,000 | $7.5M | No change |
| QUBT Quantum Computing Inc. | 0.23% | 1,000,000 | $6.8M | Add +11.1% |