Meixler Investment Management, Ltd.

CIK: 0001911615SEC EDGAR →

Portfolio Value

$164.9M

Holdings

91

As of

Q4 2025

New Positions

91

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPROTT ASSET MANAGEMENT LP

592,961$19.6M
11.88%
2

BERKSHIRE HATHAWAY INC DEL

28,511$14.3M
8.69%
3

NATURAL RESOURCE PARTNERS L

94,506$9.9M
5.98%
4

DORCHESTER MINERALS LP

414,544$9.3M
5.62%
5

SUNCOR ENERGY INC NEW

177,948$7.9M
4.79%
6

EAGLE MATLS INC

23,259$4.8M
2.92%
7

CANADIAN NAT RES LTD

141,124$4.8M
2.90%
8

ENTERPRISE PRODS PARTNERS L

142,925$4.6M
2.78%
9

HONEYWELL INTL INC

21,101$4.1M
2.50%
10

TORTOISE ENERGY INFRA CORP

96,186$3.9M
2.39%

Quarterly Changes

Top Buys

$19.6M
$14.3M
NRPNEW
$9.9M
DMLPNEW
$9.3M
SUNEW
$7.9M

Top Sells

No sells this quarter

New Positions (91)

$19.6M · 593K shares
$14.3M · 29K shares
$9.9M · 95K shares
$9.3M · 415K shares
$7.9M · 178K shares
$4.8M · 23K shares
$4.8M · 141K shares
$4.6M · 143K shares
$4.1M · 21K shares
$3.9M · 96K shares
$3.6M · 17K shares
$3.0M · 14K shares
$3.0M · 73K shares
$3.0M · 41K shares
$3.0M · 6K shares
$2.6M · 136K shares
$2.4M · 38K shares
$2.4M · 86K shares
$2.4M · 264K shares
$2.4M · 165K shares
$2.1M · 30K shares
$2.0M · 28K shares
$2.0M · 57K shares
$1.8M · 37K shares
$1.7M · 7K shares
$1.6M · 4K shares
$1.5M · 68K shares
$1.5M · 2 shares
$1.5M · 10K shares
$1.4M · 53K shares
$1.4M · 9K shares
$1.3M · 105K shares
$1.2M · 5K shares
$1.2M · 5K shares
$1.2M · 37K shares
$1.2M · 12K shares
$1.2M · 23K shares
$1.1M · 7K shares
$1.1M · 3K shares
$1.0M · 71K shares
$967K · 16K shares
$949K · 12K shares
$925K · 3K shares
$910K · 5K shares
$892K · 188K shares
$879K · 16K shares
$832K · 10K shares
$789K · 6K shares
$744K · 9K shares
$716K · 6K shares
$694K · 3K shares
$675K · 8K shares
$660K · 3K shares
$644K · 51K shares
$623K · 19K shares
$610K · 303 shares
$607K · 6K shares
$605K · 4K shares
$590K · 25K shares
$547K · 11K shares
$540K · 11K shares
$520K · 9K shares
$475K · 8K shares
$472K · 5K shares
$452K · 1K shares
$440K · 11K shares
$426K · 93K shares
$421K · 29K shares
$391K · 29K shares
$378K · 3K shares
$363K · 1K shares
$358K · 5K shares
$357K · 12K shares
$335K · 21K shares
$329K · 4K shares
$320K · 4K shares
$318K · 3K shares
$313K · 17K shares
$312K · 3K shares
$311K · 6K shares
$292K · 52K shares
$285K · 3K shares
$271K · 2K shares
$256K · 2K shares
$231K · 4K shares
$220K · 2K shares
$214K · 1K shares
$155K · 16K shares
$151K · 12K shares
$70K · 13K shares
$19K · 30K shares

Sector Breakdown

Sector# HoldingsValue%
Energy18$47.9M29.1%
Unknown8$38.5M23.3%
Basic Materials12$21.3M12.9%
Industrials15$17.6M10.7%
Real Estate10$10.4M6.3%
Technology8$10.3M6.2%
Consumer Cyclical6$9.6M5.8%
Financial Services8$5.1M3.1%
Communication Services3$2.7M1.6%
Consumer Defensive1$832K0.5%
Healthcare1$540K0.3%
Utilities1$151K0.1%