Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended December 31, 2022. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| TP Texas Pacific Land Corporati | 99.3% | Unchanged | 50,600 | $119M |
| CC Civeo Corp Cda | 0.7% | Unchanged | 25,000 | $778K |
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