Meixler Investment Management, Ltd. holds a focused book of 89 stocks worth $181.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Sprott Physical Gold Trust. Their largest long position is Sprott Physical Gold Trust at 9% of the equity book. They also disclosed $19K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Meixler Investment Management, Ltd.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Meixler Investment Management, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sprott Asset Management LP PHYSICAL GOLD TR | $16.4M | 544.2K | 9.1% | ▼−0.8% Reduced · −5K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $14.3M | 28.6K | 7.9% | ▼−0.3% Reduced · −84 sh | |
| 3 | Natural Resource Partners LP COM UNIT LTD PAR | $9.5M | 97.6K | 5.2% | ▲+4.7% Added · +4K sh | |
| 4 | Dorchester Minerals L P COM UNIT | $9.3M | 369.0K | 5.1% | ▼−4.1% Reduced · −16K sh | |
| 5 | Eagle Matls Inc COM | $6.8M | 30.1K | 3.7% | ▲+4.6% Added · +1K sh | |
| 6 | Enterprise Prods Partners L COM | $6.3M | 172.4K | 3.5% | ▲+11% Added · +17K sh | |
| 7 | Suncor Energy Inc New COM | $6.1M | 114.5K | 3.4% | ▼−15% Reduced · −20K sh | |
| 8 | Oneok Inc New COM | $5.1M | 58.8K | 2.8% | ▲+10% Added · +6K sh | |
| 9 | Royal Gold Inc COM | $4.4M | 22.2K | 2.5% | ▲+31% Added · +5K sh | |
| 10 | Esab Corporation COM | $4.4M | 44.3K | 2.4% | ▲+83% Added · +20K sh | |
| 11 | Tortoise Energy Infrstrctr C COM | $4.1M | 96.8K | 2.3% | ▼−6.9% Reduced · −7K sh | |
| 12 | Lockheed Martin Corp COM | $4.0M | 7.9K | 2.2% | ▲+29% Added · +2K sh | |
| 13 | Canadian Nat Res Ltd Med Ter COM | $4.0M | 100.2K | 2.2% | ▼−14% Reduced · −16K sh | |
| 14 | Global X FDS GLBL X MLP ETF | $3.4M | 63.2K | 1.9% | ▲+26% Added · +13K sh | |
| 15 | Kinder Morgan Inc Del COM | $3.2M | 101.1K | 1.8% | ▲+2.7% Added · +3K sh | |
| 16 | Franco Nev Corp COM | $3.2M | 15.3K | 1.8% | ▼−0.5% Reduced · −71 sh | |
| 17 | Knife River Corp COMMON STOCK | $3.0M | 36.1K | 1.7% | ▲+3.3% Added · +1K sh | |
| 18 | WP Carey Inc COM | $2.9M | 40.8K | 1.6% | ▼−0.4% Reduced · −169 sh | |
| 19 | Canadian Pacific Kansas City COM | $2.9M | 33.0K | 1.6% | ▲+6.7% Added · +2K sh | |
| 20 | Vaneck Merk Gold ETF GOLD SHS | $2.8M | 73.7K | 1.6% | ▲+1.8% Added · +1K sh | |
| 21 | Honeywell Intl Inc COM | $2.7M | 12.1K | 1.5% | ▲New New position | |
| 22 | Honeywell Aerospace Inc COM | $2.7M | 12.1K | 1.5% | ▲New New position | |
| 23 | Sky Harbour Group Corporatio COM CL A | $2.7M | 270.4K | 1.5% | ▼−0.5% Reduced · −1K sh | |
| 24 | Transportadora De Gas Del Su SPONSORED ADS B | $2.6M | 87.6K | 1.4% | ▲+43% Added · +26K sh | |
| 25 | Rexford Indl Rlty Inc COM | $2.2M | 66.8K | 1.2% | ▲+84% Added · +31K sh | |
| 26 | Murphy USA Inc COM | $2.2M | 4.0K | 1.2% | ▼−12% Reduced · −557 sh | |
| 27 | Modiv Industrial Inc COM STK CL C | $2.1M | 121.2K | 1.2% | ▼−29% Reduced · −50K sh | |
| 28 | FRP Hldgs Inc COM | $1.8M | 70.9K | 1.0% | ▲+0.5% Added · +325 sh | |
| 29 | Energy Transfer L P COM UT LTD PTN | $1.7M | 90.5K | 1.0% | ▲+4.1% Added · +4K sh | |
| 30 | Penske Automotive Grp Inc COM | $1.7M | 9.4K | 0.9% | ▲+1.1% Added · +104 sh | |
| 31 | First TR Exchange-Traded FD NASDQ CLN EDGE | $1.6M | 8.3K | 0.9% | ▼−5.0% Reduced · −438 sh | |
| 32 | Or Royalties Inc. COM SHS | $1.5M | 47.4K | 0.8% | ▼−3.3% Reduced · −2K sh | |
| 33 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.8% | —Held | |
| 34 | Qualcomm Inc COM | $1.5M | 8.0K | 0.8% | ▼−31% Reduced · −4K sh | |
| 35 | Enbridge Inc COM | $1.5M | 27.1K | 0.8% | ▼−6.9% Reduced · −2K sh | |
| 36 | Lowes Cos Inc COM | $1.4M | 6.6K | 0.8% | ▼−3.4% Reduced · −233 sh | |
| 37 | Solstice Advanced Matls Inc COM SHS | $1.4M | 15.9K | 0.8% | ▲+3.6% Added · +557 sh | |
| 38 | SPDR Series Trust ST STR SP AERO | $1.4M | 4.9K | 0.8% | ▼−0.8% Reduced · −39 sh | |
| 39 | Boston Omaha Corp CL A COM STK | $1.3M | 95.9K | 0.7% | ▼−5.8% Reduced · −6K sh | |
| 40 | Lincoln Elec Hldgs Inc COM | $1.3M | 4.8K | 0.7% | ▲+16% Added · +644 sh | |
| 41 | Corporacion Amer Arpts S A COM | $1.3M | 50.2K | 0.7% | ▼−0.1% Reduced · −75 sh | |
| 42 | Home Depot Inc COM | $1.1M | 3.2K | 0.6% | ▼−0.3% Reduced · −10 sh | |
| 43 | Ferguson Enterprises Inc COMMON STOCK NEW | $1.1M | 4.7K | 0.6% | ▲+41% Added · +1K sh | |
| 44 | Dine Brands Global Inc COM | $1.1M | 30.1K | 0.6% | ▼−5.1% Reduced · −2K sh | |
| 45 | Legacy Housing Corp COM | $1.1M | 41.1K | 0.6% | ▼−42% Reduced · −30K sh | |
| 46 | Alphabet Inc CAP STK CL A | $997K | 2.8K | 0.6% | ▼−5.3% Reduced · −157 sh | |
| 47 | Trimble Inc COM | $968K | 18.9K | 0.5% | ▲+3.8% Added · +687 sh | |
| 48 | Wesco Intl Inc COM | $955K | 2.8K | 0.5% | —Held | |
| 49 | Amrize Ltd SHS | $879K | 16.5K | 0.5% | ▼−0.6% Reduced · −99 sh | |
| 50 | Valaris Ltd CL A | $861K | 11.9K | 0.5% | ▼−17% Reduced · −2K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NEWMONT CORPNEM | $19K | 200 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 90 | $181.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 93 | $186.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 95 | $164.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 105 | $163.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 104 | $145.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 113 | $144.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 115 | $135.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 104 | $135.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.