SEC 13F Intelligence

Managers / Q3 2024 · view latest →

SoftVest Advisors, LLC

CIK 0001803391 · 400 PINE STREET, SUITE 1010, ABILENE, TX, 79601 · 325-677-6177

Reported Value
$603M
Q3 2024
Positions
6
Filings on Record
31
2019–present window
Filed
Nov 14, 2024
original filing

Summary

Softvest Advisors, Llc reported $603M in U.S.-listed holdings across 6 positions for Q3 2024.

The portfolio is heavily concentrated: TPL alone accounts for 57.7% of reported value.

Compared with Q2 2024, the fund opened 1 new position and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $102MQ4 ’19Q1 ’20: $52MQ2 ’20: $516MQ3 ’20: $209MQ4 ’20: $224MQ4 ’20Q1 ’21: $339MQ2 ’21: $256MQ3 ’21: $224MQ4 ’21: $330MQ4 ’21Q1 ’22: $273MQ2 ’22: $288MQ3 ’22: $322MQ4 ’22: $429.7BQ4 ’22Q1 ’23: $324MQ2 ’23: $290MQ3 ’23: $361MQ4 ’23: $300MQ4 ’23Q1 ’24: $296MQ2 ’24: $355MQ3 ’24: $603MQ4 ’24: $993MQ4 ’24Q1 ’25: $1.1BQ2 ’25: $795MQ3 ’25: $492MQ4 ’25: $455MQ4 ’25Q1 ’26: $872Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$872M5May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$455M3Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$492M3Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$795M6Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B6May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$993M10Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$603M6Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$355M4Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$296M4May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$300M5Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$361M6Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$290M5Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$324M3May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$429.7B5Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$322M6Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$288M6Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$273M6May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$330M11Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$224M10Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$256M9Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$339M9May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$224M8Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$209M7Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020REVEALED$516M17Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$52M4May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$102M2Feb 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.