Meixler Investment Management, Ltd. holds a focused book of 89 reported positions worth $181.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Sprott Physical Gold Trust. Their largest long position is Sprott Physical Gold Trust at 9% of the reported non-option book. They also disclosed $19K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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.
94% mapped to company sectors
+2 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meixler Investment Management, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 31 / 80 | $269.1B |
| Independent Investors Inc | 10 / 80 | $319.6M |
| Saybrook Capital | 8 / 80 | $232.8M |
| Canton Hathaway, LLC | 17 / 80 | $251.4M |
| Baldwin Investment Management, LLC | 15 / 80 | $496.1M |
| Hardin Capital Partners, LLC | 8 / 80 | $101.6M |
| Founders Capital Management, LLC | 8 / 80 | $311.0M |
| Nitor Capital Management LLC | 8 / 80 | $65.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Meixler Investment Management, Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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% | →Listed Newly reportable | |
| 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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911615/holdings"
Use Arkolith to show Meixler Investment Management, Ltd.'s latest holdings, largest changes, and filing provenance.
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34d | 90 | $181.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 93 | $186.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 95 | $164.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 105 | $163.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 104 | $145.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 38d | 113 | $144.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 115 | $135.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 104 | $135.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.