1y return+15.5%S&P 500 +20.9%
3y return+41.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $148 against $157 in the S&P 500.2
Meixler Investment Management, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PHYSSprott Asset Management LP | $16.4M | 9.1% | |
| BRK/BBerkshire Hathaway Inc Del | $14.3M | 7.9% | |
| NRPNatural Resource Partners LP | $9.5M | 5.2% | +4.7% |
| DMLPDorchester Minerals L P | $9.3M | 5.1% | −4.1% |
| EXPEagle Matls Inc | $6.8M | 3.7% | +4.6% |
| EPDEnterprise Prods Partners L | $6.3M | 3.5% | +10.6% |
| SUSuncor Energy Inc New | $6.1M | 3.4% | −15.2% |
| Oneok Inc NewCUSIP 682680103 | $5.1M | 2.8% | +10.4% |
| RGLDRoyal Gold Inc | $4.4M | 2.5% | +30.7% |
| ESABEsab Corporation | $4.4M | 2.4% | +83.1% |
| TYGTortoise Energy Infrstrctr C | $4.1M | 2.3% | −6.9% |
| LMTLockheed Martin Corp | $4.0M | 2.2% | +29.0% |
| CNQCanadian Nat Res Ltd Med Ter | $4.0M | 2.2% | −13.8% |
| MLPAGlobal X Fds | $3.4M | 1.9% | +25.7% |
| KMIKinder Morgan Inc Del | $3.2M | 1.8% | +2.7% |
| FNVFranco Nev Corp | $3.2M | 1.8% | |
| KNFKnife River Corp | $3.0M | 1.7% | +3.3% |
| WPCWp Carey Inc | $2.9M | 1.6% | |
| CPCanadian Pacific Kansas City | $2.9M | 1.6% | +6.7% |
| OUNZVaneck Merk Gold Etf | $2.8M | 1.6% | +1.8% |
| HONHoneywell Intl Inc | $2.7M | 1.5% | New |
| HONAHoneywell Aerospace Inc | $2.7M | 1.5% | New |
| SKYHSky Harbour Group Corporatio | $2.7M | 1.5% | |
| TGSTransportadora De Gas Del Su | $2.6M | 1.4% | +43.1% |
| REXRRexford Indl Rlty Inc | $2.2M | 1.2% | +84.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SKYHSky Harbour Group Corporatio | December 31, 2022 | +269.9% | $2.7M |
| SUSuncor Energy Inc New | December 31, 2021 | +114.5% | $6.1M |
| PHYSSprott Asset Management LP | December 31, 2021 | +110.1% | $16.4M |
| GRIDFirst Tr Exchange-traded Fd | September 30, 2023 | +104.2% | $1.6M |
| XARSpdr Series Trust | March 31, 2024 | +102.0% | $1.4M |
| CNQCanadian Nat Res Ltd Med Ter | December 31, 2021 | +87.0% | $4.0M |
| SOLSSolstice Advanced Matls Inc | December 31, 2025 | +82.4% | $1.4M |
| NRPNatural Resource Partners LP | December 31, 2022 | +78.5% | $9.5M |
| EPDEnterprise Prods Partners L | December 31, 2021 | +67.4% | $6.3M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $14.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $5.1M
- SNXTd Synnex Corporation was $701K
- Exxon Mobil CorpCUSIP 30231G102 was $490K
- BTUPeabody Engr Corp was $316K
- HCCWarrior Met Coal Inc was $236K
- ARWArrow Electrs Inc was $212K
- Noble Corp PLCCUSIP G65431127 was $205K
- CECelanese Corp Del was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −5.4% | +14.8% |
| March 31, 2026 | +12.1% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +0.7% | +10.5% |
| March 31, 2025 | +3.8% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +6.7% | +11.2% |
| September 30, 2023 | +1.3% | −3.6% |
| June 30, 2023 | +0.8% | +8.3% |
| March 31, 2023 | +2.1% | +7.0% |
| December 31, 2022 | +12.0% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −10.6% | −16.5% |
| March 31, 2022 | +7.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meixler Investment Management, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1911615&type=13F-HR&dateb=&owner=include&count=40CIK 1911615
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1911615/000191161526000003/Filed August 3, 2026 · accession 0001911615-26-000003