MSRH, LLC
CIK: 2122489SEC EDGAR →
Portfolio Value
$46.2B
Holdings
28
As of
Q1 2026
New Positions
28
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Grayscale Bitcoin Trust | 422,078 | $28.9B | 62.43% |
| 2 | LANDBRIDGE CO LLC-A | 93,866 | $4.6B | 9.95% |
| 3 | Permian Basin Royalty Trust | 239,040 | $4.1B | 8.78% |
| 4 | GRAYSCALE BITCOIN MINI TRUST | 103,200 | $4.0B | 8.65% |
| 5 | Hawaiian Electric Industries Inc | 148,085 | $1.8B | 3.94% |
| 6 | Mesabi Trust | 45,114 | $1.7B | 3.76% |
| 7 | HOWARD HUGHES HOLDINGS INC | 7,200 | $574.3M | 1.24% |
| 8 | WATERBRIDGE INFRASTRUC-CL A | 12,500 | $250.1M | 0.54% |
| 9 | LIBERTY MEDIA CORP-LIB-NEW-A | 1,129 | $100.9M | 0.22% |
| 10 | Novo Nordisk A/S | 1,868 | $95.0M | 0.21% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $32.9B | 71.1% |
| Energy | 7 | $9.0B | 19.4% |
| Utilities | 2 | $1.8B | 3.9% |
| Basic Materials | 5 | $1.7B | 3.8% |
| Real Estate | 2 | $599.1M | 1.3% |
| Communication Services | 3 | $105.5M | 0.2% |
| Healthcare | 1 | $95.0M | 0.2% |
| Industrials | 2 | $28.4M | 0.1% |
| Financial Services | 2 | $5.1M | 0.0% |