Holders — by stockHoldings — by fund
SANTA MONICA PARTNERS LP
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 904793
$185,391
disclosed book value
13
positions
38.2%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corp. - Common Stock | 161,973 | $70,886 | 38.2% |
| 2 | MAMastercard Incorporated - Common Stock | 102,170 | $52,475 | 28.3% |
| 3 | BELFBBel Fuse Inc. - Class B Common Stock | 67,634 | $22,525 | 12.1% |
| 4 | Garmin Ltd. - Common Stock | 40,755 | $9,681 | 5.2% |
| 5 | BCPCBalchem Corp. - Common Stock | 51,100 | $8,633 | 4.7% |
| 6 | BELFABel Fuse Inc. - Class A Common Stock | 23,434 | $6,825 | 3.7% |
| 7 | BRBroadridge Financial Solutions, Inc. - Common Stock | 40,793 | $5,587 | 3% |
| 8 | BRK/ABerkshire Hathaway Inc. Common Stock | 4 | $2,995 | 1.6% |
| 9 | Grayscale Bitcoin Trust ETF | 64,932 | $2,956 | 1.6% |
| 10 | LBLandbridge Company - Common Stock | 18,000 | $1,426 | 0.8% |
| 11 | MCBMetropolitan Bank Holding Corp. - Common Stock | 7,811 | $771 | 0.4% |
| 12 | BTCGBPGrayscale Bitcoin Minitrust ETF | 12,986 | $337 | 0.2% |
| 13 | Brookfield Wealth Solutions - Class A stock | 6,904 | $294 | 0.2% |
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.