Fund HoldingsPENN DAVIS MCFARLAND INC

Total Portfolio Value
$587.78M
Total Bought
$37.12M
Total Sold
$63.73M
Net Transaction
-$26.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPIRIT AEROSYSTEMS616,842669,334+52,4929,95621,2713.62%+11,316
QUALCOMM INC(QCOM)217,749213,997-3,75224,18330,9505.27%+6,767
PAYPAL HOLDINGS, INC.(PYPL)413,170479,009+65,83924,15429,4165.00%+5,262
FORTREA HOLDINGS INC.(FTRE)529,930538,977+9,04715,15118,8103.20%+3,660
ANHEUSER-BUSCH INBEV SA(BUD)295,502299,256+3,75416,34119,3383.29%+2,997
APPLE INC.(AAPL)204,330196,956-7,37434,98337,9206.45%+2,937
ALPHABET INC CL C (GOOGLE C)(GOOG)496,109484,004-12,10565,41268,21111.60%+2,799
LIBERTY MEDIA - SIRIUSXM CL C739,418748,173+8,75518,82621,5323.66%+2,707
RAYTHEON TECHNOLOGIES CORP.(RTX)204,800206,937+2,13714,73917,4122.96%+2,672
LOCKHEED MARTIN CORP(LMT)43,95845,130+1,17217,97720,4553.48%+2,478
LAS VEGAS SANDS(LVS)321,498345,651+24,15314,73717,0092.89%+2,272
CHECK POINT SOFTWARE TECH
ORD
131,009128,103-2,90617,46119,5733.33%+2,112
XYLEM INC.(XYL)109,012104,564-4,4489,92311,9582.03%+2,035
SPROUTS FARMERS MARKET INC(SFM)453,147445,256-7,89119,39521,4213.64%+2,027
KINDER MORGAN, INC.(KMI)1,655,0881,637,719-17,36927,44128,8894.91%+1,448
ACCENTURE PLC
SHS CLASS A
27,14026,397-7438,3359,2631.58%+928
VANGUARD S&P 500 ETF02,030+2,03008870.15%+887
UNITEDHEALTH GROUP INC.(UNH)51,78651,051-73526,11026,8774.57%+767
EXXON MOBIL CORP3,30711,474+8,1673891,1470.20%+758
DESPEGAR.COM198,500198,50001,4391,8780.32%+439
KIMBERLY-CLARK CORPORATION(KMB)03,600+3,60004370.07%+437
TRAVELERS COMPANIES(TRV)01,344+1,34402560.04%+256
HONEYWELL INTL INC(HON)10,46310,383-801,9332,1770.37%+244
MERCK & CO INC NEW(MRK)02,022+2,02202200.04%+220
SPDR S & P 500 ETF(SPY)719973+2543074630.08%+155
MICROSOFT CORPORATION(MSFT)2,2592,294+357138630.15%+149
VISA, INC.(V)3,5023,568+668059290.16%+123
AMAZON COM INC(AMZN)4,7394,724-156027180.12%+115
NVIDIA CORP(NVDA)1,8681,86808139250.16%+113
JP MORGAN CHASE & CO(JPM)2,3502,373+233414040.07%+63
SPDR GOLD TRUST(GLD)2,5132,51304314800.08%+50
DORCHESTER MINERALS LP(DMLP)19,08018,880-2005546010.10%+47
AMGEN INC(AMGN)1,5001,50004034320.07%+29
PAYCHEX INC.(PAYX)5,8815,88106787000.12%+22
TEXAS INSTRUMENTS INC(TXN)1,4121,41202252410.04%+16
BERKSHIRE HATHAWAY CLASS B75875802662700.05%+5
PEPSICO INC(PEP)2,4852,48504214220.07%+1
SABRE CORP 4 CONVERT DUE 04/15/20250001,1291,1230.19%-6
EBAY INC(EBAY)29,13629,13601,2851,2710.22%-14
MATADOR RESOURCES CO.(MTDR)30,00030,00001,7841,7060.29%-79
SHELL PLC(SHEL)554,953541,409-13,54435,72835,6256.06%-103
ALPHABET INC CL A (GOOGLE A)(GOOG)198,398184,637-13,76125,96225,7924.39%-170
PROCTER & GAMBLE(PG)1,4350-1,4352090-209
MATCH GROUP INC.(MTCH)369,710377,387+7,67714,48313,7752.34%-709
VANGUARD S&P 500 ETF2,6990-2,6991,0600-1,060
ENTERPRISE PRODUCTS PRTNS(EPD)1,205,8521,197,182-8,67033,00431,5465.37%-1,458
BLACK STONE MINERALS LP(BSM)1,495,4931,475,557-19,93625,76723,5504.01%-2,217
BRISTOL-MYERS SQUIBB CO(BMY)370,659363,300-7,35921,51318,6413.17%-2,872
LIBERTY MEDIA CORP SERIES C LIVE107,8580-107,8583,4620-3,462
ACTIVISION BLIZZARD, INC.319,8720-319,87229,9500-29,950
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