Fund HoldingsPENN DAVIS MCFARLAND INC

Total Portfolio Value
$570.78M
Total Bought
$52.63M
Total Sold
$59.36M
Net Transaction
-$6.73M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
LIBERTY MEDIA - SIRIUSXM CL C0739,418+739,418018,8263.30%+18,826
FORTREA HOLDINGS INC.(FTRE)0529,930+529,930015,1512.65%+15,151
MATCH GROUP INC.(MTCH)221,222369,710+148,4889,25814,4832.54%+5,225
ALPHABET INC CL C (GOOGLE C)(GOOG)503,682496,109-7,57360,93065,41211.46%+4,482
LIBERTY MEDIA CORP SERIES C LIVE0107,858+107,85803,4620.61%+3,462
SPROUTS FARMERS MARKET INC(SFM)460,403453,147-7,25616,91119,3953.40%+2,484
ACTIVISION BLIZZARD, INC.327,722319,872-7,85027,62729,9505.25%+2,323
ALPHABET INC CL A (GOOGLE A)(GOOG)201,308198,398-2,91024,09725,9624.55%+1,866
BLACK STONE MINERALS LP(BSM)1,502,6961,495,493-7,20323,96825,7674.51%+1,799
SHELL PLC(SHEL)563,385554,953-8,43234,01735,7286.26%+1,711
ENTERPRISE PRODUCTS PRTNS(EPD)1,220,9501,205,852-15,09832,17233,0045.78%+832
UNITEDHEALTH GROUP INC.(UNH)52,68851,786-90225,32426,1104.57%+786
CHECK POINT SOFTWARE TECH
ORD
132,814131,009-1,80516,68417,4613.06%+777
BERKSHIRE HATHAWAY CLASS B0758+75802660.05%+266
SABRE CORP 4 CONVERT DUE 04/15/20250008831,1290.20%+246
TEXAS INSTRUMENTS INC(TXN)01,412+1,41202250.04%+225
MATADOR RESOURCES CO.(MTDR)30,00030,00001,5701,7840.31%+215
MICROSOFT CORPORATION(MSFT)1,6592,259+6005657130.12%+148
EXXON MOBIL CORP2,7073,307+6002903890.07%+99
AMGEN INC(AMGN)1,5001,50003334030.07%+70
VISA, INC.(V)3,2023,502+3007608050.14%+45
DESPEGAR.COM198,500198,50001,3991,4390.25%+40
NVIDIA CORP(NVDA)1,8681,86807908130.14%+22
PAYCHEX INC.(PAYX)5,8815,88106586780.12%+20
JP MORGAN CHASE & CO(JPM)2,3502,35003423410.06%-1
PEPSICO INC(PEP)2,2862,485+1994234210.07%-2
PROCTER & GAMBLE(PG)1,4351,43502182090.04%-8
SPDR S & P 500 ETF(SPY)71971903193070.05%-11
SPDR GOLD TRUST(GLD)2,5132,51304484310.08%-17
DORCHESTER MINERALS LP(DMLP)19,08019,08005725540.10%-17
EBAY INC(EBAY)29,13629,13601,3021,2850.23%-17
VANGUARD S&P 500 ETF2,6992,69901,0991,0600.19%-39
AMAZON COM INC(AMZN)5,4054,739-6667056020.11%-102
ANHEUSER-BUSCH INBEV SA(BUD)290,406295,502+5,09616,47216,3412.86%-131
WALT DISNEY COMPANY(DIS)2,4740-2,4742210-221
HONEYWELL INTL INC(HON)10,46310,46302,1711,9330.34%-238
REATA PHARMACEUTICALS INC.2,5650-2,5652620-262
ACCENTURE PLC
SHS CLASS A
28,16527,140-1,0258,6918,3351.46%-356
KINDER MORGAN, INC.(KMI)1,650,4411,655,088+4,64728,42127,4414.81%-979
QUALCOMM INC(QCOM)220,828217,749-3,07926,28724,1834.24%-2,104
LOCKHEED MARTIN CORP(LMT)44,71043,958-75220,58417,9773.15%-2,607
XYLEM INC.(XYL)111,341109,012-2,32912,5399,9231.74%-2,616
BRISTOL-MYERS SQUIBB CO(BMY)377,441370,659-6,78224,13721,5133.77%-2,624
PAYPAL HOLDINGS, INC.(PYPL)411,185413,170+1,98527,43824,1544.23%-3,284
LAS VEGAS SANDS(LVS)328,083321,498-6,58519,02914,7372.58%-4,291
RAYTHEON TECHNOLOGIES CORP.(RTX)199,348204,800+5,45219,52814,7392.58%-4,789
APPLE INC.(AAPL)205,565204,330-1,23539,87334,9836.13%-4,890
SPIRIT AEROSYSTEMS618,886616,842-2,04418,0659,9561.74%-8,109
LIBERTY MEDIA - SIRIUSXM CL C431,3330-431,33314,1180-14,118
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