1y return+36.7%S&P 500 +20.9%
3y return+129.5%S&P 500 +68.5%
5y return+161.4%S&P 500 +74.5%
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 March 31, 2021: $271 against $188 in the S&P 500.2
SoftVest Advisors, LLCS&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 |
|---|---|---|---|
| TPLTexas Pacific Land Corporati | $464.8M | 73.9% | |
| PBTPermian Basin Rty Tr | $155.7M | 24.8% | |
| CRTCross Timbers Rty Tr | $8.4M | 1.3% | +32.5% |
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 |
|---|---|---|---|
| PBTPermian Basin Rty Tr | June 30, 2020 | +658.9% | $155.7M |
| TPLTexas Pacific Land Corporati | March 31, 2021 | +147.8% | $464.8M |
| CRTCross Timbers Rty Tr | March 31, 2026 | −14.6% | $8.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.9% | +14.8% |
| March 31, 2026 | +56.1% | −4.6% |
| December 31, 2025 | −7.5% | +2.4% |
| September 30, 2025 | −2.5% | +7.8% |
| June 30, 2025 | −16.7% | +10.5% |
| March 31, 2025 | +16.3% | −4.6% |
| December 31, 2024 | +20.8% | +2.1% |
| September 30, 2024 | +18.3% | +5.4% |
| June 30, 2024 | +20.6% | +4.0% |
| March 31, 2024 | +5.1% | +10.0% |
| December 31, 2023 | −19.3% | +11.2% |
| September 30, 2023 | +18.5% | −3.6% |
| June 30, 2023 | −14.8% | +8.3% |
| March 31, 2023 | −21.1% | +7.0% |
| December 31, 2022 | +36.5% | +7.1% |
| September 30, 2022 | +14.1% | −5.3% |
| June 30, 2022 | +14.9% | −16.5% |
| March 31, 2022 | +11.6% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −20.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SoftVest Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803391&type=13F-HR&dateb=&owner=include&count=40CIK 1803391
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803391/000142050626001802/Filed August 14, 2026 · accession 0001420506-26-001802