Fund HoldingsPENN DAVIS MCFARLAND INC

Total Portfolio Value
$561.50M
Total Bought
$27.34M
Total Sold
$37.42M
Net Transaction
-$10.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MATCH GROUP INC.(MTCH)0221,222+221,22209,2581.65%+9,258
ALPHABET INC CL C (GOOGLE C)(GOOG)508,538503,682-4,85652,88860,93010.85%+8,042
PAYPAL HOLDINGS, INC.(PYPL)262,063411,185+149,12219,90127,4384.89%+7,537
APPLE INC.(AAPL)216,182205,565-10,61735,64839,8737.10%+4,225
LIBERTY MEDIA - SIRIUSXM CL C369,109431,333+62,22410,33114,1182.51%+3,786
ALPHABET INC CL A (GOOGLE A)(GOOG)214,604201,308-13,29622,26124,0974.29%+1,836
SHELL PLC(SHEL)570,018563,385-6,63332,79934,0176.06%+1,218
SABRE CORP 4 CONVERT DUE 04/15/202500008830.16%+883
XYLEM INC.(XYL)111,986111,341-64511,72512,5392.23%+814
ENTERPRISE PRODUCTS PRTNS(EPD)1,215,2581,220,950+5,69231,47532,1725.73%+697
SPROUTS FARMERS MARKET INC(SFM)465,316460,403-4,91316,30016,9113.01%+611
ACCENTURE PLC
SHS CLASS A
28,30528,165-1408,0908,6911.55%+601
RAYTHEON TECHNOLOGIES CORP.(RTX)196,390199,348+2,95819,23219,5283.48%+296
WALT DISNEY COMPANY(DIS)02,474+2,47402210.04%+221
DESPEGAR.COM198,500198,50001,2191,3990.25%+181
LAS VEGAS SANDS(LVS)328,084328,083-118,84819,0293.39%+180
HONEYWELL INTL INC(HON)10,46310,46302,0002,1710.39%+171
AMAZON COM INC(AMZN)5,2145,405+1915397050.13%+166
MICROSOFT CORPORATION(MSFT)1,4501,659+2094185650.10%+147
MATADOR RESOURCES CO.(MTDR)30,00030,00001,4301,5700.28%+140
NVIDIA CORP(NVDA)2,3531,868-4856547900.14%+137
VANGUARD S&P 500 ETF2,6992,69901,0151,0990.20%+84
UNITEDHEALTH GROUP INC.(UNH)53,44552,688-75725,25825,3244.51%+66
VISA, INC.(V)3,1493,202+537107600.14%+50
REATA PHARMACEUTICALS INC.2,5652,56502332620.05%+28
JP MORGAN CHASE & CO(JPM)2,4572,350-1073203420.06%+22
SPDR S & P 500 ETF(SPY)730719-112993190.06%+20
EBAY INC(EBAY)29,13629,13601,2931,3020.23%+9
PEPSICO INC(PEP)2,3492,286-634284230.08%-5
DORCHESTER MINERALS LP(DMLP)19,08019,08005785720.10%-6
EXXON MOBIL CORP(XOM)2,7072,70702972900.05%-7
SPDR GOLD TRUST(GLD)2,5132,51304604480.08%-12
PAYCHEX INC.(PAYX)5,8815,88106746580.12%-16
AMGEN INC(AMGN)1,5001,50003633330.06%-30
PROCTER & GAMBLE(PG)2,3351,435-9003472180.04%-129
KINDER MORGAN, INC.(KMI)1,633,1041,650,441+17,33728,59628,4215.06%-175
LOCKHEED MARTIN CORP(LMT)44,08544,710+62520,84020,5843.67%-257
ACTIVISION BLIZZARD, INC.326,857327,722+86527,97627,6274.92%-349
BLACK STONE MINERALS LP(BSM)1,553,0881,502,696-50,39224,36823,9684.27%-400
CHECK POINT SOFTWARE TECH
ORD
131,942132,814+87217,15216,6842.97%-468
ACCELLERON INDUSTRIES AG20,6790-20,6794840-484
SPIRIT AEROSYSTEMS567,559618,886+51,32719,59818,0653.22%-1,533
QUALCOMM INC(QCOM)221,557220,828-72928,26626,2874.68%-1,979
BRISTOL-MYERS SQUIBB CO(BMY)379,551377,441-2,11026,30724,1374.30%-2,169
ANHEUSER-BUSCH INBEV SA(BUD)282,777290,406+7,62918,87016,4722.93%-2,398
ABB LIMITED422,3250-422,32514,4860-14,486
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