| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 3.35% | 119,159 | $24,396,613 | No Change | $204.74 | 13F | |
| DINO | HF SINCLAIR CORP | 2.63% | 366,381 | $19,176,381 | No Change | $52.34 | 13F | |
| LB | LANDBRIDGE COMPANY LLC | 2.09% | 285,809 | $15,247,910 | No Change | $53.35 | 13F | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 1.87% | 14,574 | $13,606,869 | No Change | $933.64 | 13F | |
| GNTX | GENTEX CORP | 1.49% | 384,651 | $10,885,622 | No Change | $28.3 | 13F |