SEC 13F Intelligence

First Manhattan Co. LLC. / TPL

First Manhattan Co. LLC.’s Texas Pacific Land Corporati Position

Does First Manhattan Co. LLC. own Texas Pacific Land Corporati (TPL)? Yes — 1.06M shares worth $504M (+1.40% of its 13F portfolio) as of Q1 2026, up from 1.01M shares the prior filed quarter.

Position Value
$504M
Q1 2026
Shares
1.06M
% of Portfolio
+1.40%
Quarters Held
21
currently held

Position History TPL

Reported value by quarter
Q1 ’21: $238MQ1 ’21Q2 ’21: $240MQ3 ’21: $181MQ4 ’21: $187MQ4 ’21Q1 ’22: $202MQ2 ’22: $222MQ3 ’22: $265MQ3 ’22Q4 ’22: $338MQ1 ’23: $245MQ2 ’23: $188MQ2 ’23Q3 ’23: $261MQ4 ’23: $225MQ1 ’24: $248MQ1 ’24Q2 ’24: $248MQ3 ’24: $299MQ4 ’24: $374MQ4 ’24Q1 ’25: $448MQ2 ’25: $357MQ3 ’25: $315MQ3 ’25Q4 ’25: $291MQ1 ’26: $504Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.06M$504M+1.40%
Q4 20251.01M$291M+0.76%
Q3 2025337.7K$315M+0.83%
Q2 2025337.7K$357M+1.01%
Q1 2025337.9K$448M+1.31%
Q4 2024338.0K$374M+1.10%
Q3 2024338.0K$299M+0.89%
Q2 2024338.2K$248M+0.80%
Q1 2024427.9K$248M+0.80%
Q4 2023142.8K$225M+0.78%
Q3 2023143.0K$261M+0.96%
Q2 2023143.0K$188M+0.69%
Q1 2023144.1K$245M+0.94%
Q4 2022144.1K$338M+1.24%
Q3 2022148.9K$265M+1.12%
Q2 2022149.1K$222M+0.89%
Q1 2022149.2K$202M+0.66%
Q4 2021149.6K$187M+0.62%
Q3 2021149.6K$181M+0.67%
Q2 2021149.8K$240M+0.87%
Q1 2021149.9K$238M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of TPL.