Evid Invest
Holders — by stockHoldings — by fund

HORIZON KINETICS ASSET MANAGEMENT LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001056823

$8.82B

disclosed book value

351

positions

48.6%

largest position share

Positions, as of 2026-06-30

top 100 of 351 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TPLTEXAS PACIFIC LAND CORPORATI9.8M$4.29B48.6%
2GBTCGRAYSCALE BITCOIN TRUST ETF12.1M$552.6M6.3%
3LBLANDBRIDGE COMPANY LLC5.8M$461.3M5.2%
4HEHAWAIIAN ELEC INDS INC MTN B22.4M$303.0M3.4%
5MIAXMIAMI INTL HLDGS INC7.8M$291.4M3.3%
6WBIWATERBRIDGE INFRASTRUCTURE L7.7M$262.2M3%
7WPMWHEATON PRECIOUS METALS CORP1.7M$189.5M2.1%
8PBTPERMIAN BASIN RTY TR6.7M$168.5M1.9%
9FNVFRANCO NEV CORP773,418$161.2M1.8%
10BTCGRAYSCALE BITCOIN MINI TR ET6.1M$157.5M1.8%
11ICEINTERCONTINENTAL EXCHANGE IN984,701$121.2M1.4%
12CBOECBOE GLOBAL MKTS INC414,634$100.6M1.1%
13LNGCHENIERE ENERGY INC402,040$96.1M1.1%
14MSBMESABI TR3.2M$81.5M0.9%
15CVEOCIVEO CORP CDA2.3M$80.2M0.9%
16CACICACI INTL INC153,743$71.2M0.8%
17CCJCAMECO CORP697,741$71.1M0.8%
18VNOMVIPER ENERGY INC1.7M$70.1M0.8%
19BNBROOKFIELD CORP1.6M$67.6M0.8%
20CMECME GROUP INC283,774$62.7M0.7%
21OROR ROYALTIES INC.1.9M$60.6M0.7%
22WHKWHITEHAWK MINERALS CORP1.6M$43.2M0.5%
23ANAUTONATION INC212,917$39.6M0.4%
24TRCTEJON RANCH CO2.0M$37.6M0.4%
25JOEST JOE CO592,608$37.1M0.4%
26EROKEAGLEROCK LD LLC1.7M$35.8M0.4%
27HKHCHORIZON KINETICS HLDG CORP COM1.1M$35.5M0.4%
28GLXYGALAXY DIGITAL INC.1.2M$33.8M0.4%
29BUNGE GLOBAL SA284,079$30.3M0.3%
30IBITISHARES BITCOIN TRUST ETF837,308$27.9M0.3%
31SIISPROTT INC232,217$26.1M0.3%
32WHITE MTNS INS GROUP LTD12,206$25.3M0.3%
33PAGPENSKE AUTOMOTIVE GRP INC139,067$24.9M0.3%
34RBARB GLOBAL INC211,349$24.6M0.3%
35SJTSAN JUAN BASIN RTY TR7.5M$24.1M0.3%
36MRSHMARSH & MCLENNAN COS INC139,983$23.3M0.3%
37VUSBVANGUARD BD INDEX FDS461,108$23.0M0.3%
38DMLPDORCHESTER MINERALS L P852,651$21.5M0.2%
39ROYALTY PHARMA PLC344,861$19.3M0.2%
40BRK/BBERKSHIRE HATHAWAY INC DEL37,231$18.6M0.2%
41LYVLIVE NATION ENTERTAINMENT IN100,989$18.5M0.2%
42TFPMTRIPLE FLAG PRECIOUS METAL506,677$15.2M0.2%
43IPARINTERPARFUMS INC130,333$14.6M0.2%
44OSKOSHKOSH CORP88,816$13.6M0.2%
45ROYAL CARIBBEAN GROUP39,414$12.5M0.1%
46CARNIVAL CORP LTD428,340$12.2M0.1%
47MSTRSTRATEGY INC129,774$11.3M0.1%
48TWTRADEWEB MKTS INC97,740$9.7M0.1%
49WMBWILLIAMS COS INC128,678$9.6M0.1%
50MSGSMADISON SQUARE GRDN SPRT COR23,221$9.3M0.1%
51RGLDROYAL GOLD INC46,068$9.2M0.1%
52MAMASTERCARD INCORPORATED17,681$9.1M0.1%
53ABALLIANCEBERNSTEIN HLDG L P248,496$8.8M0.1%
54BAMBROOKFIELD ASSET MANAGMT LTD189,299$8.5M0.1%
55SBRSABINE RTY TR111,796$8.2M0.1%
56ETENERGY TRANSFER L P404,287$7.7M0.1%
57SPHRSPHERE ENTERTAINMENT CO44,657$7.7M0.1%
58FRMIFERMI INC824,227$7.5M0.1%
59WESWESTERN MIDSTREAM PARTNERS L172,227$7.5M0.1%
60FWONKLIBERTY MEDIA CORP DEL76,118$7.2M0.1%
61SPAQLISTED FDS TR71,541$6.7M0.1%
62AMLPALPS ETF TR128,940$6.7M0.1%
63LBRTLIBERTY ENERGY INC234,806$6.1M0.1%
64KLACKLA CORP19,855$6.0M0.1%
65NRPNATURAL RESOURCE PARTNERS LP60,951$5.9M0.1%
66FCXFREEPORT MCMORAN INC89,581$5.6M0.1%
67SAICSCIENCE APPLICATIONS INTL CO51,007$5.6M0.1%
68NDAQNASDAQ INC70,934$5.6M0.1%
69JAPNLISTED FDS TR244,972$5.5M0.1%
70BCDFLISTED FDS TR179,946$5.4M0.1%
71EXMOCEXXON MOBIL CORP38,037$5.2M0.1%
72ABBVABBVIE INC18,887$4.8M0.1%
73LLYELI LILLY & CO3,824$4.6M0.1%
74INFLLISTED FDS TR90,957$4.5M0.1%
75VGSHVANGUARD SCOTTSDALE FDS72,932$4.2M0%
76CATCATERPILLAR INC3,931$4.2M0%
77EPDENTERPRISE PRODS PARTNERS L112,333$4.1M0%
78MKLMARKEL GROUP INC2,064$4.0M0%
79CSCOCISCO SYS INC34,266$4.0M0%
80HHHHOWARD HUGHES HOLDINGS INC55,500$4.0M0%
81JNJJOHNSON & JOHNSON15,508$3.9M0%
82MRKMERCK & CO INC28,151$3.6M0%
83PMPHILIP MORRIS INTL INC19,624$3.6M0%
84VRTVERTIV HOLDINGS CO10,515$3.5M0%
85NTRNUTRIEN LTD50,527$3.2M0%
86COSTAMARE INC222,350$3.1M0%
87MTAMETALLA RTY & STREAMING LTD404,297$3.1M0%
88SUSUNCOR ENERGY INC NEW56,237$3.0M0%
89XNEAXNUVEEN AMT FREE QLTY MUN INC254,046$3.0M0%
90BRBROADRIDGE FINL SOLUTIONS IN21,706$3.0M0%
91OPLNOPENLANE INC71,030$2.9M0%
92CTRICENTURI HOLDINGS INC96,043$2.9M0%
93BCHGGRAYSCALE BITCOIN CASH TRUST BCH2.0M$2.9M0%
94ARLPALLIANCE RESOURCE PARTNERS L120,451$2.9M0%
95MSGEMADISON SQUARE GARDEN ENTMT35,041$2.8M0%
96WTWISDOMTREE INC166,115$2.8M0%
97MOALTRIA GROUP INC38,957$2.8M0%
98RCGRENN FD INC929,018$2.8M0%
99TDTORONTO DOMINION BK ONT22,450$2.7M0%
100LHXL3HARRIS TECHNOLOGIES INC9,153$2.7M0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.