Meixler Investment Management, Ltd.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ROYAL GOLD INC | 3,007 | 13,459 | +10,452 | 603,144 | 2,991,801 | +2,388,657 |
| NATURAL RESOURCE PARTNERS L | 77,967 | 94,506 | +16,539 | 8,186,535 | 9,866,426 | +1,679,891 |
| MURPHY USA INC | 0 | 3,970 | +3,970 | 0 | 1,601,974 | +1,601,974 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 2 | +2 | 0 | 1,509,600 | +1,509,600 |
| SPROTT ASSET MANAGEMENT LP | 610,666 | 592,961 | -17,705 | 18,087,927 | 19,579,572 | +1,491,645 |
| SPDR SERIES TRUST | 0 | 5,059 | +5,059 | 0 | 1,220,433 | +1,220,433 |
| DINE BRANDS GLOBAL INC | 0 | 34,168 | +34,168 | 0 | 1,098,160 | +1,098,160 |
| MODIV INDUSTRIAL INC | 0 | 71,086 | +71,086 | 0 | 1,022,928 | +1,022,928 |
| ONEOK INC NEW | 31,642 | 40,870 | +9,228 | 2,308,917 | 3,003,945 | +695,028 |
| ENTERPRISE PRODS PARTNERS L | 124,775 | 142,925 | +18,150 | 3,901,714 | 4,582,176 | +680,462 |
| QUALCOMM INC | 3,442 | 6,571 | +3,129 | 572,533 | 1,123,889 | +551,356 |
| SOLSTICE ADVANCED MATLS INC | 0 | 11,270 | +11,270 | 0 | 547,497 | +547,497 |
| KNIFE RIVER CORP | 20,930 | 30,262 | +9,332 | 1,608,889 | 2,128,932 | +520,043 |
| KINDER MORGAN INC DEL | 66,485 | 86,385 | +19,900 | 1,882,190 | 2,374,724 | +492,534 |
| FRONTVIEW REIT INC | 0 | 28,525 | +28,525 | 0 | 421,029 | +421,029 |
| FERGUSON ENTERPRISES INC | 1,089 | 2,968 | +1,879 | 244,568 | 660,766 | +416,198 |
| CANADIAN PACIFIC KANSAS CITY | 22,076 | 27,599 | +5,523 | 1,644,441 | 2,032,114 | +387,673 |
| HONEYWELL INTL INC | 17,853 | 21,101 | +3,248 | 3,758,057 | 4,116,594 | +358,537 |
| VANECK MERK GOLD ETF | 71,698 | 72,587 | +889 | 2,666,449 | 3,010,909 | +344,460 |
| CORPORACION AMER ARPTS S A | 58,444 | 52,652 | -5,792 | 1,059,005 | 1,368,952 | +309,947 |
| PEAKSTONE REALTY TRUST | 164,127 | 164,653 | +526 | 2,153,346 | 2,362,771 | +209,425 |
| NEWMONT CORP | 8,830 | 9,511 | +681 | 744,457 | 949,673 | +205,216 |
| PENSKE AUTOMOTIVE GRP INC | 6,636 | 8,530 | +1,894 | 1,154,067 | 1,350,214 | +196,147 |
| SKY HARBOUR GROUP CORPORATIO | 221,081 | 264,010 | +42,929 | 2,182,069 | 2,368,170 | +186,101 |
| CRESUD S A C I F Y A | 53,543 | 51,062 | -2,481 | 492,596 | 644,913 | +152,317 |
| SPROTT ASSET MANAGEMENT LP | 28,165 | 24,975 | -3,190 | 442,191 | 590,659 | +148,468 |
| AMRIZE LTD | 15,100 | 16,260 | +1,160 | 732,803 | 879,341 | +146,538 |
| SPROUTS FMRS MKT INC | 6,138 | 10,156 | +4,018 | 667,814 | 809,129 | +141,315 |
| BERKSHIRE HATHAWAY INC DEL | 28,227 | 28,511 | +284 | 14,190,842 | 14,331,054 | +140,212 |
| EAGLE MATLS INC | 20,089 | 23,259 | +3,170 | 4,681,541 | 4,807,170 | +125,629 |
| BRUKER CORP | 12,983 | 11,468 | -1,515 | 421,818 | 540,257 | +118,439 |
| NEWMONT CORP(Call) | 3,700 | 2,100 | -1,600 | 95,450 | 209,685 | +114,235 |
| INNOVATIVE SOLUTIONS & SUPPO | 16,825 | 16,575 | -250 | 210,144 | 313,931 | +103,787 |
| MERCADOLIBRE INC | 218 | 303 | +85 | 509,453 | 610,321 | +100,868 |
| ALPHABET INC | 3,434 | 2,958 | -476 | 834,839 | 925,904 | +91,065 |
| DINE BRANDS GLOBAL INC(Call) | 0 | 2,500 | +2,500 | 0 | 80,350 | +80,350 |
| ALPHABET INC | 1,565 | 1,441 | -124 | 381,156 | 452,186 | +71,030 |
| UMH PPTYS INC | 19,275 | 21,100 | +1,825 | 286,234 | 335,701 | +49,467 |
| HAWAIIAN ELEC INDUSTRIES | 10,000 | 12,300 | +2,300 | 110,400 | 151,290 | +40,890 |
| HAGERTY INC | 29,115 | 29,100 | -15 | 350,545 | 391,104 | +40,559 |
| TRIMBLE INC | 11,203 | 12,124 | +921 | 914,725 | 949,915 | +35,190 |
| EXXON MOBIL CORP | 3,060 | 3,145 | +85 | 345,015 | 378,469 | +33,454 |
| SPROUTS FMRS MKT INC(Call) | 0 | 300 | +300 | 0 | 23,901 | +23,901 |
| ROYAL GOLD INC(Call) | 0 | 100 | +100 | 0 | 22,229 | +22,229 |
| SKY HARBOUR GROUP CORPORATIO | 0 | 30,488 | +30,488 | 0 | 19,698 | +19,698 |
| GRUPO AEROPORTUARIO DEL CENT | 5,665 | 5,585 | -80 | 588,424 | 607,480 | +19,056 |
| APPLE INC | 1,362 | 1,337 | -25 | 346,825 | 363,498 | +16,673 |
| TRIPLE FLAG PRECIOUS METAL | 20,798 | 18,774 | -2,024 | 608,549 | 623,672 | +15,123 |
| BANK AMERICA CORP | 4,200 | 4,200 | 0 | 216,678 | 231,000 | +14,322 |
| GOOSEHEAD INS INC | 4,135 | 4,355 | +220 | 307,727 | 320,746 | +13,019 |
| REXFORD INDL RLTY INC | 10,494 | 11,364 | +870 | 431,408 | 440,014 | +8,606 |
| FIRST TR EXCHANGE TRADED FD | 9,808 | 9,735 | -73 | 1,481,793 | 1,489,650 | +7,857 |
| PHILLIPS 66 | 1,827 | 1,984 | +157 | 248,509 | 256,015 | +7,506 |
| TC ENERGY CORP | 9,528 | 9,458 | -70 | 518,418 | 520,285 | +1,867 |
| AMERICAN INTL GROUP INC | 8,580 | 7,897 | -683 | 673,873 | 675,588 | +1,715 |
| TIPTREE INC(Call) | 300 | 0 | -300 | 653 | 0 | -653 |
| ENBRIDGE INC | 35,295 | 37,205 | +1,910 | 1,780,986 | 1,779,515 | -1,471 |
| WESCO INTL INC | 3,307 | 2,837 | -470 | 699,431 | 694,044 | -5,387 |
| SAN JUAN BASIN RTY TR | 49,600 | 52,100 | +2,500 | 299,584 | 292,802 | -6,782 |
| ATKORE INC | 7,700 | 7,524 | -176 | 483,098 | 475,893 | -7,205 |
| CHEVRON CORP NEW | 1,428 | 1,407 | -21 | 221,793 | 214,500 | -7,293 |
| SPROTT INC | 5,776 | 4,824 | -952 | 480,505 | 472,366 | -8,139 |
| SS&C TECHNOLOGIES HLDGS INC | 3,849 | 3,764 | -85 | 341,637 | 329,049 | -12,588 |
| WHEATON PRECIOUS METALS CORP | 6,552 | 6,098 | -454 | 732,776 | 716,637 | -16,139 |
| VERALTO CORP | 3,153 | 3,197 | +44 | 336,141 | 318,997 | -17,144 |
| NATIONAL PRESTO INDS INC | 2,956 | 2,931 | -25 | 331,515 | 312,914 | -18,601 |
| INDUSTRIAL LOGISTICS PPTYS T | 15,300 | 12,700 | -2,600 | 89,199 | 70,358 | -18,841 |
| CANADIAN NAT RES LTD(Call) | 3,300 | 0 | -3,300 | 20,280 | 0 | -20,280 |
| SUNCOR ENERGY INC NEW(Call) | 2,100 | 0 | -2,100 | 21,840 | 0 | -21,840 |
| CLEVELAND-CLIFFS INC NEW(Call) | 4,200 | 0 | -4,200 | 24,097 | 0 | -24,097 |
| MEXCO ENERGY CORP | 19,827 | 15,651 | -4,176 | 181,621 | 155,101 | -26,520 |
| OWENS CORNING NEW | 2,107 | 2,422 | +315 | 298,056 | 271,046 | -27,010 |
| VOX ROYALTY CORP | 214,779 | 188,279 | -26,500 | 923,550 | 892,442 | -31,108 |
| PEABODY ENERGY CORP(Call) | 8,700 | 0 | -8,700 | 33,008 | 0 | -33,008 |
| WP CAREY INC | 36,698 | 37,844 | +1,146 | 2,479,684 | 2,435,640 | -44,044 |
| LINCOLN ELEC HLDGS INC | 5,407 | 5,125 | -282 | 1,275,133 | 1,228,155 | -46,978 |
| ST JOE CO | 20,524 | 16,296 | -4,228 | 1,015,528 | 967,494 | -48,034 |
| TORTOISE ENERGY INFRA CORP | 92,828 | 96,186 | +3,358 | 3,999,959 | 3,934,007 | -65,952 |
| LAMAR ADVERTISING CO NEW | 7,042 | 6,240 | -802 | 862,082 | 789,859 | -72,223 |
| ALTA EQUIPMENT GROUP INC | 72,192 | 92,717 | +20,525 | 522,670 | 426,498 | -96,172 |
| BOSTON OMAHA CORP | 108,547 | 105,472 | -3,075 | 1,419,795 | 1,304,689 | -115,106 |
| TD SYNNEX CORPORATION | 4,455 | 4,033 | -422 | 729,506 | 605,878 | -123,628 |
| LOCKHEED MARTIN CORP | 6,221 | 6,122 | -99 | 3,105,692 | 2,961,131 | -144,561 |
| WARRIOR MET COAL INC | 6,840 | 3,242 | -3,598 | 435,298 | 285,847 | -149,451 |
| ISHARES BITCOIN TRUST ETF | 7,111 | 6,271 | -840 | 462,215 | 311,355 | -150,860 |
| CLEVELAND-CLIFFS INC NEW | 12,763 | 0 | -12,763 | 155,709 | 0 | -155,709 |
| AGNICO EAGLE MINES LTD | 6,387 | 5,369 | -1,018 | 1,076,593 | 910,207 | -166,386 |
| PEABODY ENERGY CORP | 19,759 | 12,039 | -7,720 | 524,009 | 357,558 | -166,451 |
| LOWES COS INC | 7,554 | 7,164 | -390 | 1,898,396 | 1,727,670 | -170,726 |
| LEGACY HOUSING CORP | 102,398 | 135,560 | +33,162 | 2,816,969 | 2,646,131 | -170,838 |
| GRAYSCALE BITCOIN TRUST ETF | 5,977 | 5,249 | -728 | 536,555 | 358,822 | -177,733 |
| ARROW ELECTRS INC | 3,396 | 2,001 | -1,395 | 410,916 | 220,470 | -190,446 |
| SHERWIN WILLIAMS CO | 598 | 0 | -598 | 207,063 | 0 | -207,063 |
| ETF SER SOLUTIONS | 5,540 | 0 | -5,540 | 208,679 | 0 | -208,679 |
| ALLIENT INC | 4,782 | 0 | -4,782 | 213,995 | 0 | -213,995 |
| FRP HLDGS INC | 72,722 | 67,987 | -4,735 | 1,771,508 | 1,549,424 | -222,084 |
| HOME DEPOT INC | 3,316 | 3,252 | -64 | 1,343,748 | 1,118,970 | -224,778 |
| PLYMOUTH INDL REIT INC | 11,265 | 0 | -11,265 | 251,547 | 0 | -251,547 |
| NUTRIEN LTD | 4,440 | 0 | -4,440 | 260,672 | 0 | -260,672 |
| EMX RTY CORP | 51,250 | 0 | -51,250 | 263,938 | 0 | -263,938 |