Meixler Investment Management, Ltd. 13F Holdings
CIK 0001911615 · SHOW LOW, AZ
As of Sep 30, 2025, Meixler Investment Management, Ltd. reported 99 positions worth
CIK 0001911615 · SHOW LOW, AZ
As of Sep 30, 2025, Meixler Investment Management, Ltd. reported 99 positions worth
63.2M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 610,666 | 8.1M | 11.08% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 28,227 | 4.2M | 8.69% |
| DORCHESTER MINERALS LP | DMLP | — | 413,972 | 0.7M | 6.57% |
| SUNCOR ENERGY INC | SU | Energy | 249,447 | 0.4M | 6.35% |
| NATURAL RESOURCE PARTNERS L | NRP | — | 77,967 | $8.2M | 5.02% |
| CANADIAN NATURAL RESOURCES LTD | CNQ | Energy | 194,828 | $6.1M | 3.76% |
| EAGLE MATERIALS INC | EXP | Basic Materials | 20,089 | $4.7M | 2.87% |
| FRANCO NEVADA CORP | FNV | Basic Materials | 18,826 | $4.2M | 2.57% |
| TORTOISE ENERGY INFRA CORP | — | — | 92,828 | $4.0M | 2.45% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 124,775 | $3.9M | 2.39% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 17,853 | $3.8M | 2.30% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 6,221 | $3.1M | 1.90% |
| LEGACY HOUSING CORP | LEGH | Consumer Cyclical | 102,398 | $2.8M | 1.73% |
| VANECK MERK GOLD ETF | OUNZ | — | 71,698 | $2.7M | 1.63% |
| OR ROYALTIES INC | OR | Basic Materials | 62,480 | $2.5M | 1.53% |
| W P CAREY INC | WPC | Real Estate | 36,698 | $2.5M | 1.52% |
| ONEOK INC | OKE | Energy | 31,642 | $2.3M | 1.41% |
| SKY HARBOUR GROUP CORPORATIO | SKYH | Industrials | 221,081 | $2.2M | 1.34% |
| SANDSTORM GOLD LTD | SAND | Basic Materials | 173,913 | $2.2M | 1.33% |
| PEAKSTONE REALTY TRUST | PKST | Real Estate | 164,127 | $2.2M | 1.32% |
| VALARIS LTD | VAL | Energy | 39,766 | .9M | 1.19% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 7,554 | .9M | 1.16% |
| KINDER MORGAN INC | KMI | Energy | 66,485 | .9M | 1.15% |
| ENBRIDGE INC | ENB | Energy | 35,295 | .8M | 1.09% |
| FRP HLDGS INC | FRPH | Real Estate | 72,722 | .8M | 1.09% |