Meixler Investment Management, Ltd. Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$145.4B
Holdings
95
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (95 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PHYS/USPROTT PHYSICAL GOLD TR | 631,977 | $16.0B | 11.02% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 27,486 | $13.4B | 9.18% | |
| 3 | DMLPDORCHESTER MINERALS LP | 413,323 | $11.5B | 7.92% | |
| 4 | SUSUNCOR ENERGY INC NEW | 271,522 | $10.1B | 6.92% | Call |
| 5 | NRPNATURAL RESOURCE PARTNERS L | 67,502 | $6.4B | 4.44% | |
| 6 | CRCCANADIAN NAT RES LTD | 176,215 | $5.5B | 3.78% | Call |
| 7 | TYGTORTOISE ENERGY INFRA CORP | 94,925 | $4.2B | 2.87% | |
| 8 | FNVFRANCO NEV CORP | 22,233 | $3.6B | 2.51% | |
| 9 | EXPEAGLE MATLS INC | 17,923 | $3.6B | 2.49% | |
| 10 | HONHONEYWELL INTL INC | 14,736 | $3.4B | 2.36% | |
| 11 | EPDENTERPRISE PRODS PARTNERS L | 109,475 | $3.4B | 2.34% | |
| 12 | LMTLOCKHEED MARTIN CORP | 6,316 | $2.9B | 2.01% | |
| 13 | SKYHSKY HARBOUR GROUP CORPORATIO | 263,995 | $2.6B | 1.77% | |
| 14 | OKEONEOK INC NEW | 30,937 | $2.5B | 1.74% | |
| 15 | LEGHLEGACY HOUSING CORP | 108,616 | $2.5B | 1.69% | |
| 16 | WPCWP CAREY INC | 37,506 | $2.3B | 1.61% | |
| 17 | OUNZVANECK MERK GOLD ETF | 67,977 | $2.2B | 1.49% | |
| 18 | VALVALARIS LTD | 48,009 | $2.0B | 1.38% | Call |
| 19 | FRPHFRP HLDGS INC | 72,598 | $2.0B | 1.34% | |
| 20 | OROR ROYALTIES INC. | 72,459 | $1.9B | 1.28% | |
| 21 | LOWLOWES COS INC | 8,145 | $1.8B | 1.24% | |
| 22 | AYS1SANDSTORM GOLD LTD | 186,925 | $1.8B | 1.21% | |
| 23 | BOCBOSTON OMAHA CORP | 116,265 | $1.6B | 1.12% | |
| 24 | ENBENBRIDGE INC | 35,872 | $1.6B | 1.12% | |
| 25 | LECOLINCOLN ELEC HLDGS INC | 6,509 | $1.3B | 0.93% | |
| 26 | HDHOME DEPOT INC | 3,395 | $1.2B | 0.86% | |
| 27 | XARSPDR SERIES TRUST | 5,630 | $1.2B | 0.82% | |
| 28 | LAMRLAMAR ADVERTISING CO NEW | 9,650 | $1.2B | 0.81% | |
| 29 | JOEST JOE CO | 24,239 | $1.2B | 0.80% | |
| 30 | PKSTPEAKSTONE REALTY TRUST | 86,053 | $1.1B | 0.78% | |
| 31 | IMOIMPERIAL OIL LTD | 14,229 | $1.1B | 0.78% | |
| 32 | CAAPCORPORACION AMER ARPTS S A | 54,362 | $1.1B | 0.76% | |
| 33 | TRMBTRIMBLE INC | 14,025 | $1.1B | 0.73% | |
| 34 | AEMAGNICO EAGLE MINES LTD | 8,647 | $1.0B | 0.71% | |
| 35 | PLYMPLYMOUTH INDL REIT INC | 62,901 | $1.0B | 0.69% | |
| 36 | AIGAMERICAN INTL GROUP INC | 9,290 | $795.1M | 0.55% | |
| 37 | TPLTEXAS PACIFIC LAND CORPORATI | 748 | $790.2M | 0.54% | |
| 38 | GRIDFIRST TR EXCHANGE TRADED FD | 4,987 | $693.3M | 0.48% | |
| 39 | VOXRVOX ROYALTY CORP | 217,829 | $688.3M | 0.47% | |
| 40 | SUXTD SYNNEX CORPORATION | 5,003 | $678.9M | 0.47% | |
| 41 | SOBOSOUTH BOW CORP | 26,190 | $678.6M | 0.47% | |
| 42 | WCCWESCO INTL INC | 3,629 | $672.1M | 0.46% | |
| 43 | NENOBLE CORP PLC | 25,260 | $670.7M | 0.46% | |
| 44 | WPMWHEATON PRECIOUS METALS CORP | 7,272 | $653.0M | 0.45% | |
| 45 | NEMNEWMONT CORP | 18,909 | $650.6M | 0.45% | Call |
| 46 | TIPTTIPTREE INC | 27,086 | $638.7M | 0.44% | |
| 47 | G7AGRUPO AEROPORTUARIO DEL CENT | 5,861 | $618.3M | 0.43% | |
| 48 | CD8CRESUD S A C I F Y A | 53,647 | $577.2M | 0.40% | |
| 49 | HCCWARRIOR MET COAL INC | 11,936 | $547.0M | 0.38% | |
| 50 | TFPMTRIPLE FLAG PRECIOUS METAL | 22,742 | $538.8M | 0.37% | |
| 51 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,199 | $525.9M | 0.36% | |
| 52 | QCOMQUALCOMM INC | 3,290 | $523.9M | 0.36% | |
| 53 | GOOGLALPHABET INC | 2,933 | $516.9M | 0.36% | |
| 54 | BRKRBRUKER CORP | 12,453 | $513.1M | 0.35% | |
| 55 | MOSMOSAIC CO NEW | 13,495 | $492.3M | 0.34% | |
| 56 | TRPTC ENERGY CORP | 9,970 | $486.4M | 0.33% | |
| 57 | MLB1MERCADOLIBRE INC | 184 | $480.9M | 0.33% | |
| 58 | BGBUNGE GLOBAL SA | 5,966 | $478.9M | 0.33% | |
| 59 | SIISPROTT INC | 6,721 | $464.4M | 0.32% | |
| 60 | IBITISHARES BITCOIN TRUST ETF | 7,505 | $459.4M | 0.32% | |
| 61 | ARWARROW ELECTRS INC | 3,314 | $422.3M | 0.29% | |
| 62 | BTUPEABODY ENERGY CORP | 46,290 | $408.2M | 0.28% | Call |
| 63 | SFMSPROUTS FMRS MKT INC | 2,304 | $379.3M | 0.26% | |
| 64 | ATKRATKORE INC | 5,226 | $368.7M | 0.25% | |
| 65 | ENVXENOVIX CORPORATION | 42,974 | $367.3M | 0.25% | Call |
| 66 | PSLV/USPROTT PHYSICAL SILVER TR | 28,240 | $345.7M | 0.24% | |
| 67 | XOMEXXON MOBIL CORP | 3,060 | $329.9M | 0.23% | |
| 68 | REXRREXFORD INDL RLTY INC | 9,206 | $327.5M | 0.23% | |
| 69 | SSNCSS&C TECHNOLOGIES HLDGS INC | 3,867 | $320.2M | 0.22% | |
| 70 | ALEXALEXANDER & BALDWIN INC NEW | 17,431 | $310.8M | 0.21% | |
| 71 | NTRNUTRIEN LTD | 5,142 | $299.5M | 0.21% | |
| 72 | NPKNATIONAL PRESTO INDS INC | 3,024 | $296.2M | 0.20% | |
| 73 | HGTYHAGERTY INC | 29,295 | $296.2M | 0.20% | |
| 74 | GEGE AEROSPACE | 1,119 | $288.0M | 0.20% | |
| 75 | VLTOVERALTO CORP | 2,817 | $284.4M | 0.20% | |
| 76 | AAPLAPPLE INC | 1,347 | $276.4M | 0.19% | |
| 77 | UMHUMH PPTYS INC | 16,225 | $272.4M | 0.19% | |
| 78 | GOOGALPHABET INC | 1,506 | $267.1M | 0.18% | |
| 79 | PSXPHILLIPS 66 | 2,294 | $264.6M | 0.18% | Call |
| 80 | GSHDGOOSEHEAD INS INC | 2,421 | $255.4M | 0.18% | |
| 81 | ARISUSDARIS WATER SOLUTIONS INC | 10,793 | $255.3M | 0.18% | |
| 82 | FERGFERGUSON ENTERPRISES INC | 1,097 | $238.9M | 0.16% | |
| 83 | SHWSHERWIN WILLIAMS CO | 663 | $227.6M | 0.16% | |
| 84 | OCOWENS CORNING NEW | 1,616 | $222.2M | 0.15% | |
| 85 | ALNTALLIENT INC | 6,048 | $219.6M | 0.15% | |
| 86 | ZIGETF SER SOLUTIONS | 6,050 | $213.4M | 0.15% | |
| 87 | ISSCINNOVATIVE SOLUTIONS & SUPPO | 15,275 | $212.0M | 0.15% | |
| 88 | ALTGALTA EQUIPMENT GROUP INC | 33,317 | $210.6M | 0.14% | |
| 89 | CVXCHEVRON CORP NEW | 1,434 | $205.4M | 0.14% | |
| 90 | SJTSAN JUAN BASIN RTY TR | 33,500 | $200.3M | 0.14% | |
| 91 | MXCMEXCO ENERGY CORP | 19,277 | $171.0M | 0.12% | |
| 92 | EMXEMX RTY CORP | 59,100 | $148.9M | 0.10% | |
| 93 | CLFCLEVELAND-CLIFFS INC NEW | 24,090 | $147.0M | 0.10% | Call |
| 94 | ILPTINDUSTRIAL LOGISTICS PPTYS T | 16,600 | $75.5M | 0.05% | |
| 95 | CVECENOVUS ENERGY INC | 16,082 | $41.0M | 0.03% | Call |