Q3 2025 Holdings
Filed 2025-11-06 | 105 holdings | $163.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Natural Resource Partners L(NRP) | COM UNIT LTD PAR | 63900P608 | $8.2M | 77,967 | 5.0% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $10.3M | 247,347 | 6.3% |
| Dorchester Minerals LP(DMLP) | COM UNIT | 25820R105 | $10.7M | 413,972 | 6.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $14.2M | 28,227 | 8.7% |
| Sprott Asset Management LP(PHYS/U) | PHYSICAL GOLD TR | 85207H104 | $18.1M | 610,666 | 11.1% |