SANTA MONICA PARTNERS LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$164.9M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMastercard Incorporated - Common Stock | 102,170 | $58.3M | 35.37% | |
| 2 | TPLUSDTexas Pacific Land Corp. - Common Stock | 161,973 | $46.5M | 28.21% | |
| 3 | BCPCBalchem Corp. - Common Stock | 116,854 | $17.9M | 10.87% | |
| 4 | BELFBBel Fuse Inc. - Class B Common Stock | 67,634 | $11.5M | 6.96% | |
| 5 | BRBroadridge Financial Solutions, Inc. - Common Stock | 40,793 | $9.1M | 5.52% | |
| 6 | GRMNGarmin Ltd. - Common Stock | 40,755 | $8.3M | 5.01% | |
| 7 | GBTCGrayscale Bitcoin Trust ETF | 64,932 | $4.4M | 2.69% | |
| 8 | BELFABel Fuse Inc. - Class A Common Stock | 23,434 | $3.6M | 2.16% | |
| 9 | BRK-BBerkshire Hathaway Inc. Common Stock | 4 | $3.0M | 1.83% | |
| 10 | LBLandbridge Company - Common Stock | 18,000 | $882K | 0.53% | |
| 11 | MCBMetropolitan Bank Holding Corp. - Common Stock | 7,811 | $596K | 0.36% | |
| 12 | BTCGBPGrayscale Bitcoin Minitrust ETF | 12,986 | $503K | 0.30% | |
| 13 | BNTBrookfield Wealth Solutions - Class A stock | 6,904 | $318K | 0.19% |