Meixler Investment Management, Ltd. Top Holdings and 13F Report (2026) About Meixler Investment Management, Ltd.Investment ActivityMeixler Investment Management, Ltd. has $164.87 million in total holdings as of December 31, 2025.Meixler Investment Management, Ltd. owns shares of 91 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 11.07% of the portfolio was purchased this quarter.About 10.80% of the portfolio was sold this quarter.This quarter, Meixler Investment Management, Ltd. has purchased 99 new stocks and bought additional shares in 35 stocks.Meixler Investment Management, Ltd. sold shares of 48 stocks and completely divested from 15 stocks this quarter.Largest Holdings SPROTT ASSET MANAGEMENT LP $19,579,572Berkshire Hathaway $14,331,054Natural Resource Partners $9,866,426Dorchester Minerals $9,269,214Suncor Energy $7,893,773 Largest New Holdings this Quarter 626755102 - Murphy USA $1,601,974 Holding084670108 - Berkshire Hathaway $1,509,600 Holding254423106 - Dine Brands Global $1,178,510 Holding60784B101 - Modiv Industrial $1,022,928 Holding83443Q103 - SOLSTICE ADVANCED MATLS INC $547,497 Holding Largest Purchases this Quarter Royal Gold 10,552 shares (about $2.35M)Natural Resource Partners 16,539 shares (about $1.73M)Murphy USA 3,970 shares (about $1.60M)Berkshire Hathaway 2 shares (about $1.51M)Dine Brands Global 36,668 shares (about $1.18M) Largest Sales this Quarter Suncor Energy 71,499 shares (about $3.17M)Canadian Natural Resources 53,704 shares (about $1.82M)Valaris 16,849 shares (about $849.19K)SPROTT ASSET MANAGEMENT LP 17,705 shares (about $584.62K)Peabody Energy 16,420 shares (about $487.67K) 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 ASSET MANAGEMENT LP$19,579,572$584,619 ▼-2.9%592,96111.9%PHYSICAL GOLD TRBRK.BBerkshire Hathaway$14,331,054$142,753 ▲1.0%28,5118.7%FinanceNRPNatural Resource Partners$9,866,426$1,726,672 ▲21.2%94,5066.0%EnergyDMLPDorchester Minerals$9,269,214$12,790 ▲0.1%414,5445.6%EnergySUSuncor Energy$7,893,773$3,171,696 ▼-28.7%177,9484.8%EnergyEXPEagle Materials$4,807,170$655,176 ▲15.8%23,2592.9%ConstructionCNQCanadian Natural Resources$4,777,047$1,817,880 ▼-27.6%141,1242.9%EnergyEPDEnterprise Products Partners$4,582,176$581,889 ▲14.5%142,9252.8%EnergyHONHoneywell International$4,116,594$633,652 ▲18.2%21,1012.5%Multi-Sector ConglomeratesTYGTortoise Energy Infrastructure$3,934,007$137,342 ▲3.6%96,1862.4%FinanceFNVFranco-Nevada$3,599,003$303,251 ▼-7.8%17,3632.2%Basic MaterialsRGLDRoyal Gold$3,014,030$2,345,604 ▲350.9%13,5591.8%Basic MaterialsOUNZVanEck Merk Gold ETF$3,010,909$36,876 ▲1.2%72,5871.8%ETFOKEONEOK$3,003,945$678,258 ▲29.2%40,8701.8%EnergyLMTLockheed Martin$2,961,131$47,885 ▼-1.6%6,1221.8%AerospaceLEGHLegacy Housing$2,646,131$647,322 ▲32.4%135,5601.6%FinanceWPCW.P. Carey$2,435,640$73,757 ▲3.1%37,8441.5%FinanceKMIKinder Morgan$2,374,724$547,051 ▲29.9%86,3851.4%EnergySKY HARBOUR GROUP CORPORATIO$2,368,170$385,073 ▲19.4%264,0101.4%COM CL APKSTPeakstone Realty Trust$2,362,771$7,548 ▲0.3%164,6531.4%FinanceKNFKnife River$2,128,932$656,506 ▲44.6%30,2621.3%ConstructionCPCanadian Pacific Kansas City$2,032,114$406,658 ▲25.0%27,5991.2%TransportationOR ROYALTIES INC.$2,006,648$204,519 ▼-9.2%56,7011.2%COM SHSENBEnbridge$1,779,515$91,355 ▲5.4%37,2051.1%EnergyLOWLowe's Companies$1,727,670$94,052 ▼-5.2%7,1641.0%Retail/WholesaleMUSAMurphy USA$1,601,974$1,601,974 ▲New Holding3,9701.0%Retail/WholesaleFRPHFRP$1,549,424$107,911 ▼-6.5%67,9870.9%FinanceBRK.ABerkshire Hathaway$1,509,600$1,509,600 ▲New Holding20.9%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,489,650$11,170 ▼-0.7%9,7350.9%ETFCAAPCorporacion America Airports$1,368,952$150,592 ▼-9.9%52,6520.8%TransportationPAGPenske Automotive Group$1,350,214$299,801 ▲28.5%8,5300.8%Retail/WholesaleBOCBoston Omaha$1,304,689$38,038 ▼-2.8%105,4720.8%FinanceLECOLincoln Electric$1,228,155$67,578 ▼-5.2%5,1250.7%IndustrialsXARSPDR S&P Aerospace & Defense ETF$1,220,433$74,302 ▼-5.7%5,0590.7%ETFDINDine Brands Global$1,178,510$1,178,510 ▲New Holding36,6680.7%Retail/WholesaleNEMNewmont$1,159,358$91,762 ▼-7.3%11,6110.7%Basic MaterialsVALValaris$1,155,017$849,190 ▼-42.4%22,9170.7%EnergyQCOMQualcomm$1,123,889$535,177 ▲90.9%6,5710.7%Computer and TechnologyHDHome Depot$1,118,970$22,022 ▼-1.9%3,2520.7%Retail/WholesaleMDVModiv Industrial$1,022,928$1,022,928 ▲New Holding71,0860.6%FinanceJOESt. Joe$967,494$251,016 ▼-20.6%16,2960.6%FinanceTRMBTrimble$949,915$72,160 ▲8.2%12,1240.6%IndustrialsGOOGLAlphabet$925,904$148,996 ▼-13.9%2,9580.6%Computer and TechnologyAEMAgnico Eagle Mines$910,207$172,582 ▼-15.9%5,3690.6%Basic MaterialsVOXRVox Royalty$892,442$125,610 ▼-12.3%188,2790.5%Basic MaterialsAMRIZE LTD$879,341$62,733 ▲7.7%16,2600.5%SHSSFMSprouts Farmers Market$833,030$344,015 ▲70.3%10,4560.5%Retail/WholesaleLAMRLamar Advertising$789,859$101,517 ▼-11.4%6,2400.5%FinanceIMOImperial Oil$744,424$259,534 ▼-25.9%8,6250.5%EnergyWPMWheaton Precious Metals$716,637$53,354 ▼-6.9%6,0980.4%Basic MaterialsWCCWESCO International$694,044$114,981 ▼-14.2%2,8370.4%Computer and TechnologyAIGAmerican International Group$675,588$58,431 ▼-8.0%7,8970.4%FinanceFERGUSON ENTERPRISES INC$660,766$418,322 ▲172.5%2,9680.4%COMMON STOCK NEWCRESYCresud S.A.C.I.F. y A.$644,913$31,335 ▼-4.6%51,0620.4%Consumer StaplesTFPMTriple Flag Precious Metals$623,672$67,237 ▼-9.7%18,7740.4%Basic MaterialsMELIMercadoLibre$610,321$171,212 ▲39.0%3030.4%Retail/WholesaleOMABGrupo Aeroportuario del Centro Norte$607,480$8,702 ▼-1.4%5,5850.4%TransportationSNXTD SYNNEX$605,878$63,397 ▼-9.5%4,0330.4%Computer and TechnologySPROTT ASSET MANAGEMENT LP$590,659$75,444 ▼-11.3%24,9750.4%PHYSICAL SILVERSOLSTICE ADVANCED MATLS INC$547,497$547,497 ▲New Holding11,2700.3%COM SHSBRKRBruker$540,257$71,372 ▼-11.7%11,4680.3%Computer and TechnologyTRPTC Energy$520,285$3,851 ▼-0.7%9,4580.3%EnergyATKRAtkore$475,893$11,132 ▼-2.3%7,5240.3%IndustrialsSIISprott$472,366$93,220 ▼-16.5%4,8240.3%FinanceGOOGAlphabet$452,186$38,911 ▼-7.9%1,4410.3%Computer and TechnologyREXRRexford Industrial Realty$440,014$33,686 ▲8.3%11,3640.3%FinanceALTGAlta Equipment Group$426,498$94,415 ▲28.4%92,7170.3%IndustrialsFRONTVIEW REIT INC$421,029$421,029 ▲New Holding28,5250.3%COMHGTYHagerty$391,104$202 ▼-0.1%29,1000.2%FinanceXOMExxonMobil$378,469$10,229 ▲2.8%3,1450.2%EnergyAAPLApple$363,498$6,797 ▼-1.8%1,3370.2%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$358,822$49,766 ▼-12.2%5,2490.2%SHS REP COM UTBTUPeabody Energy$357,558$487,674 ▼-57.7%12,0390.2%EnergyUMHUMH Properties$335,701$29,036 ▲9.5%21,1000.2%FinanceSSNCSS&C Technologies$329,049$7,431 ▼-2.2%3,7640.2%Computer and TechnologyGSHDGoosehead Insurance$320,746$16,203 ▲5.3%4,3550.2%FinanceVERALTO CORP$318,997$4,390 ▲1.4%3,1970.2%COM SHSISSCInnovative Solutions and Support$313,931$4,735 ▼-1.5%16,5750.2%AerospaceNPKNational Presto Industries$312,914$2,669 ▼-0.8%2,9310.2%Multi-Sector ConglomeratesISHARES BITCOIN TRUST ETF$311,355$41,706 ▼-11.8%6,2710.2%SHS BEN INTSJTSan Juan Basin Royalty Trust$292,802$14,050 ▲5.0%52,1000.2%EnergyHCCWarrior Met Coal$285,847$317,236 ▼-52.6%3,2420.2%EnergyOCOwens Corning$271,046$35,252 ▲15.0%2,4220.2%ConstructionPSXPhillips 66$256,015$20,259 ▲8.6%1,9840.2%EnergyBACBank of America$231,0000.0%4,2000.1%FinanceARWArrow Electronics$220,470$153,701 ▼-41.1%2,0010.1%Computer and TechnologyCVXChevron$214,500$3,201 ▼-1.5%1,4070.1%EnergyMXCMexco Energy$155,101$41,384 ▼-21.1%15,6510.1%EnergyHEHawaiian Electric Industries$151,290$28,290 ▲23.0%12,3000.1%UtilitiesILPTIndustrial Logistics Properties Trust$70,358$14,404 ▼-17.0%12,7000.0%FinanceSKY HARBOUR GROUP CORPORATIO$19,698$19,698 ▲New Holding30,4880.0%*W EXP 01/25/202SANDSandstorm Gold$0$2,177,391 ▼-100.0%00.0%Basic MaterialsNENoble$0$693,708 ▼-100.0%00.0%EnergySOUTH BOW CORP$0$682,496 ▼-100.0%00.0%COMTPLTexas Pacific Land$0$526,573 ▼-100.0%00.0%EnergyTIPTTiptree Financial$0$512,703 ▼-100.0%00.0%FinanceMOSMosaic$0$414,218 ▼-100.0%00.0%Basic MaterialsBUNGE GLOBAL SA$0$380,250 ▼-100.0%00.0%COM SHSALEXAlexander & Baldwin$0$315,597 ▼-100.0%00.0%FinanceEMXEMX Royalty$0$263,938 ▼-100.0%00.0%Basic MaterialsShowing 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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