Meixler Investment Management, Ltd. Top Holdings and 13F Report (2025) About Meixler Investment Management, Ltd.Investment ActivityMeixler Investment Management, Ltd. has $145.37 million in total holdings as of June 30, 2025.Meixler Investment Management, Ltd. owns shares of 95 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 8.40% of the portfolio was purchased this quarter.About 8.34% of the portfolio was sold this quarter.This quarter, Meixler Investment Management, Ltd. has purchased 101 new stocks and bought additional shares in 28 stocks.Meixler Investment Management, Ltd. sold shares of 60 stocks and completely divested from 13 stocks this quarter.Largest Holdings SPROTT PHYSICAL GOLD TR $16,020,617Berkshire Hathaway $13,351,874Dorchester Minerals $11,515,191Suncor Energy $10,055,337Natural Resource Partners $6,447,116 Largest New Holdings this Quarter 68390D106 - OR ROYALTIES INC. $1,862,921 Holding637215104 - National Presto Industries $296,231 Holding92338C103 - VERALTO CORP $284,376 Holding718546104 - Phillips 66 $264,554 Holding04041L106 - Aris Water Solutions $255,254 Holding Largest Purchases this Quarter OR ROYALTIES INC. 72,459 shares (about $1.86M)Natural Resource Partners 18,102 shares (about $1.73M)ONEOK 17,714 shares (about $1.45M)Lincoln Electric 5,349 shares (about $1.11M)Eagle Materials 4,195 shares (about $847.85K) Largest Sales this Quarter Warrior Met Coal 14,626 shares (about $670.31K)SPROTT PHYSICAL GOLD TR 22,293 shares (about $565.13K)Franco-Nevada 2,824 shares (about $462.91K)Tortoise Energy Infrastructure 8,822 shares (about $387.20K)Berkshire Hathaway 789 shares (about $383.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeixler Investment Management, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPROTT PHYSICAL GOLD TR$16,020,617$565,128 ▼-3.4%631,97711.0%UNITBRK.BBerkshire Hathaway$13,351,874$383,273 ▼-2.8%27,4869.2%FinanceDMLPDorchester Minerals$11,515,191$7,466 ▼-0.1%413,3237.9%EnergySUSuncor Energy$10,055,337$282,341 ▼-2.7%271,5226.9%EnergyNRPNatural Resource Partners$6,447,116$1,728,922 ▲36.6%67,5024.4%EnergyCNQCanadian Natural Resources$5,488,526$55,410 ▼-1.0%176,2153.8%EnergyTYGTortoise Energy Infrastructure$4,166,258$387,198 ▼-8.5%94,9252.9%FinanceFNVFranco-Nevada$3,644,433$462,910 ▼-11.3%22,2332.5%Basic MaterialsEXPEagle Materials$3,622,418$847,852 ▲30.6%17,9232.5%ConstructionHONHoneywell International$3,431,720$436,417 ▲14.6%14,7362.4%Multi-Sector ConglomeratesEPDEnterprise Products Partners$3,394,820$605,470 ▲21.7%109,4752.3%EnergyLMTLockheed Martin$2,925,292$88,463 ▼-2.9%6,3162.0%AerospaceSKYHSky Harbour Group$2,579,231$423,793 ▲19.7%263,9951.8%AerospaceOKEONEOK$2,525,387$1,445,994 ▲134.0%30,9371.7%EnergyLEGHLegacy Housing$2,461,239$183,682 ▲8.1%108,6161.7%FinanceWPCW.P. Carey$2,339,624$234,861 ▲11.2%37,5061.6%FinanceOUNZVanEck Merk Gold ETF$2,167,787$421,586 ▲24.1%67,9771.5%ETFVALValaris$2,010,039$352,779 ▼-14.9%48,0091.4%EnergyFRPHFRP$1,952,160$292,617 ▲17.6%72,5981.3%FinanceOR ROYALTIES INC.$1,862,921$1,862,921 ▲New Holding72,4591.3%COM SHSLOWLowe's Companies$1,807,131$148,209 ▼-7.6%8,1451.2%Retail/WholesaleSANDSandstorm Gold$1,757,095$131,957 ▼-7.0%186,9251.2%Basic MaterialsBOCBoston Omaha$1,632,361$44,086 ▼-2.6%116,2651.1%FinanceENBEnbridge$1,625,719$124,857 ▲8.3%35,8721.1%EnergyLECOLincoln Electric$1,349,446$1,108,955 ▲461.1%6,5090.9%IndustrialsHDHome Depot$1,244,699$13,565 ▼-1.1%3,3950.9%Retail/WholesaleXARSPDR S&P Aerospace & Defense ETF$1,187,592$188,580 ▼-13.7%5,6300.8%ETFLAMRLamar Advertising$1,171,124$374,517 ▲47.0%9,6500.8%FinanceJOESt. Joe$1,156,200$174,391 ▼-13.1%24,2390.8%FinancePKSTPeakstone Realty Trust$1,136,760$1,321 ▲0.1%86,0530.8%FinanceIMOImperial Oil$1,130,921$160,391 ▼-12.4%14,2290.8%EnergyCAAPCorporacion America Airports$1,101,374$27,756 ▲2.6%54,3620.8%TransportationTRMBTrimble$1,065,620$263,727 ▼-19.8%14,0250.7%IndustrialsAEMAgnico Eagle Mines$1,028,388$229,059 ▼-18.2%8,6470.7%Basic MaterialsPLYMPlymouth Industrial REIT$1,010,190$23,785 ▲2.4%62,9010.7%FinanceAIGAmerican International Group$795,131$62,481 ▼-7.3%9,2900.5%FinanceTPLTexas Pacific Land$790,180$134,162 ▼-14.5%7480.5%EnergyGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$693,293$232,303 ▲50.4%4,9870.5%ETFVOXRVox Royalty$688,340$20,066 ▼-2.8%217,8290.5%Basic MaterialsSNXTD SYNNEX$678,907$94,854 ▼-12.3%5,0030.5%Computer and TechnologySOUTH BOW CORP$678,583$35,367 ▼-5.0%26,1900.5%COMWCCWESCO International$672,091$191,497 ▼-22.2%3,6290.5%Computer and TechnologyNENoble$670,653$38,179 ▼-5.4%25,2600.5%EnergyWPMWheaton Precious Metals$653,026$65,464 ▼-9.1%7,2720.4%Basic MaterialsNEMNewmont$650,628$64,068 ▲10.9%18,9090.4%Basic MaterialsTIPTTiptree Financial$638,688$1,061 ▲0.2%27,0860.4%FinanceOMABGrupo Aeroportuario del Centro Norte$618,336$185,680 ▼-23.1%5,8610.4%TransportationCRESYCresud S.A.C.I.F. y A.$577,242$47,839 ▲9.0%53,6470.4%Consumer StaplesHCCWarrior Met Coal$547,027$670,310 ▼-55.1%11,9360.4%EnergyTFPMTriple Flag Precious Metals$538,758$73,036 ▼-11.9%22,7420.4%Basic MaterialsGRAYSCALE BITCOIN TRUST ETF$525,861$9,501 ▼-1.8%6,1990.4%SHS REP COM UTQCOMQUALCOMM$523,891$34,236 ▼-6.1%3,2900.4%Computer and TechnologyGOOGLAlphabet$516,903$133,940 ▼-20.6%2,9330.4%Computer and TechnologyBRKRBruker$513,064$2,142 ▲0.4%12,4530.4%Computer and TechnologyMOSMosaic$492,298$105,792 ▼-17.7%13,4950.3%Basic MaterialsTRPTC Energy$486,436$15,125 ▼-3.0%9,9700.3%EnergyMELIMercadoLibre$480,908$2,614 ▼-0.5%1840.3%Retail/WholesaleBUNGE GLOBAL SA$478,950$10,196 ▼-2.1%5,9660.3%COM SHSSIISprott$464,354$760 ▲0.2%6,7210.3%FinanceISHARES BITCOIN TRUST ETF$459,381$2,632 ▼-0.6%7,5050.3%SHS BEN INTARWArrow Electronics$422,303$62,058 ▼-12.8%3,3140.3%Computer and TechnologyBTUPeabody Energy$408,163$305,077 ▼-42.8%46,2900.3%EnergySFMSprouts Farmers Market$379,331$19,428 ▼-4.9%2,3040.3%Retail/WholesaleATKRAtkore$368,694$13,898 ▼-3.6%5,2260.3%IndustrialsENVXEnovix$367,314$36,540 ▼-9.0%42,9740.3%EnergySPROTT PHYSICAL SILVER TR$345,658$11,322 ▲3.4%28,2400.2%TR UNITXOMExxon Mobil$329,868$19,943 ▼-5.7%3,0600.2%EnergyREXRRexford Industrial Realty$327,457$140,288 ▼-30.0%9,2060.2%FinanceSSNCSS&C Technologies$320,188$27,738 ▲9.5%3,8670.2%Computer and TechnologyALEXAlexander & Baldwin$310,795$7,471 ▼-2.3%17,4310.2%FinanceNTRNutrien$299,470$41,758 ▼-12.2%5,1420.2%Basic MaterialsNPKNational Presto Industries$296,231$296,231 ▲New Holding3,0240.2%Multi-Sector ConglomeratesHGTYHagerty$296,172$1,921 ▲0.7%29,2950.2%FinanceGEGE Aerospace$288,019$186,350 ▼-39.3%1,1190.2%AerospaceVERALTO CORP$284,376$284,376 ▲New Holding2,8170.2%COM SHSAAPLApple$276,378$4,719 ▼-1.7%1,3470.2%Computer and TechnologyUMHUMH Properties$272,418$32,321 ▼-10.6%16,2250.2%FinanceGOOGAlphabet$267,149$33,527 ▼-11.2%1,5060.2%Computer and TechnologyPSXPhillips 66$264,554$264,554 ▲New Holding2,2940.2%EnergyGSHDGoosehead Insurance$255,440$58,242 ▲29.5%2,4210.2%FinanceARISAris Water Solutions$255,254$255,254 ▲New Holding10,7930.2%Business ServicesFERGUSON ENTERPRISES INC$238,872$238,872 ▲New Holding1,0970.2%COMMON STOCK NEWSHWSherwin-Williams$227,648$1,373 ▼-0.6%6630.2%Basic MaterialsOCOwens Corning$222,232$222,232 ▲New Holding1,6160.2%ConstructionALNTAllient$219,603$157,295 ▼-41.7%6,0480.2%Computer and TechnologyZIGThe Acquirers Fund$213,351$107,557 ▼-33.5%6,0500.1%ETFISSCInnovative Solutions and Support$212,017$50,662 ▲31.4%15,2750.1%AerospaceALTGAlta Equipment Group$210,563$9,322 ▼-4.2%33,3170.1%IndustrialsCVXChevron$205,381$15,182 ▼-6.9%1,4340.1%EnergySJTSan Juan Basin Royalty Trust$200,330$41,561 ▼-17.2%33,5000.1%EnergyMXCMexco Energy$170,987$14,582 ▼-7.9%19,2770.1%EnergyEMXEMX Royalty$148,932$8,190 ▼-5.2%59,1000.1%Basic MaterialsCLFCleveland-Cliffs$147,012$2,685 ▲1.9%24,0900.1%Basic MaterialsILPTIndustrial Logistics Properties Trust$75,530$2,275 ▼-2.9%16,6000.1%FinanceCVECenovus Energy$40,995$29,073 ▼-41.5%16,0820.0%EnergyOROR Royalties$0$1,643,115 ▼-100.0%00.0%Basic MaterialsANAutoNation$0$588,417 ▼-100.0%00.0%Retail/WholesaleBNBrookfield$0$554,655 ▼-100.0%00.0%FinanceAMRAlpha Metallurgical Resources$0$416,206 ▼-100.0%00.0%Basic MaterialsCOSTCostco Wholesale$0$297,274 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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