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MEIXLER INVESTMENT MANAGEMENT, LTD. 13F portfolio summary

MEIXLER INVESTMENT MANAGEMENT, LTD. of MEIXLER INVESTMENT MANAGEMENT, LTD. has 90 current stock holdings with a reported portfolio value of $181.1M. The portfolio 1 year return is +17.27%. Top holdings include PHYS (9.07%), BRK-B (7.89%), DMLP (5.15%), EXP (3.74%), EPD (3.50%).

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MEIXLER INVESTMENT MANAGEMENT, LTD.

MEIXLER INVESTMENT MANAGEMENT, LTD.
Latest filing: 2026-06-30

MEIXLER INVESTMENT MANAGEMENT, LTD. runs MEIXLER INVESTMENT MANAGEMENT, LTD. and currently holds 90 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $181.09M. Their top holdings are PHYS, BRK-B, DMLP, EXP, EPD. The top five represent 29.3% of reported portfolio weight. MEIXLER INVESTMENT MANAGEMENT, LTD. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MEIXLER INVESTMENT MANAGEMENT, LTD. initiated 6 new positions. They added to 28 existing positions. They trimmed 41 positions. Their current best-performing preview position is PRSU with returns of +51.23%.

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Top 5 Holdings
PHYS9.1%
BRK-B7.9%
DMLP5.1%
EXP3.7%
EPD3.5%
Top 5: 29.3%
Portfolio Returns
1 Year
+17.27%
#0/1000
3 Year
+42.85%
#0/1000
5 Year
+46.97%
#0/1000

Portfolio Value

$181.09M

Alpha Score

34.7

#0 of 1000

Holdings

90

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90 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
PHYS
SPROTT ASSET MANAGEMENT LP
9.07%$14.38$35.00+143.36%
Trimmed
-0.84%
BRK-B
BERKSHIRE HATHAWAY INC DEL
7.89%$307.11$495.77+61.43%
Trimmed
-0.29%
DMLP
DORCHESTER MINERALS L P
5.15%$19.80$29.02+46.57%
Trimmed
-4.09%
EXP
EAGLE MATLS INC
3.74%$215.81$206.90-4.13%
Added
+4.60%
EPD
ENTERPRISE PRODS PARTNERS L
3.50%$28.66$38.04+32.71%
Added
+10.64%
SU
SUNCOR ENERGY INC NEW
3.39%$26.20$68.43+161.18%
Trimmed
-15.17%
OKE
ONEOK INC NEW
2.82%$82.13$93.35+13.66%
Added
+10.38%
RGLD
ROYAL GOLD INC
2.45%$219.19$259.01+18.17%
Added
+30.67%
ESAB
ESAB CORPORATION
2.41%$97.55$81.38-16.58%
Added
+83.10%
TY
TYG
TORTOISE ENERGY INFRSTRCTR C
2.29%$42.55$44.77+5.22%
Trimmed
-6.89%

Showing 1-10 of 90