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SANTA MONICA PARTNERS LP

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13F filer, CIK 904793, PALM BEACH GARDENS, FL

SANTA MONICA PARTNERS LP reported $182,537,000 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 99.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000904793-25-000004

Period
2025-03-31
Reported value
$183M
Holdings
13
Top 10 weight
99.37%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LBnew+14,000$1.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BCPCreduced-78,590-$13M
BOCexited-130,155-$1.85M
FNVexited-10,676-$1.26M
VRTSexited-5,680-$1.25M
SLPexited-28,596-$798K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000904793-25-000004, largest first. % of portfolio is the value over $182,537,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TEXAS PACIFIC LAND TRUSTTEXAS PACIFIC LAND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,990 shares; 2024Q4: 53,991 shares; 2025Q1: 53,991 shares 53,991$71.5M39.19%0
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,170 shares; 2024Q4: 102,170 shares; 2025Q1: 102,170 shares 102,170$56M30.68%0Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,604 shares; 2024Q4: 198,604 shares; 2025Q1: 120,014 shares 120,014$19.9M10.91%-78,590Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,793 shares; 2024Q4: 40,793 shares; 2025Q1: 40,793 shares 40,793$9.89M5.42%0Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,755 shares; 2024Q4: 40,755 shares; 2025Q1: 40,755 shares 40,755$8.85M4.85%0Timeline
BELFBBEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,634 shares; 2024Q4: 67,634 shares; 2025Q1: 67,634 shares 67,634$5.06M2.77%0Timeline
Grayscale Bitcoin Trust ETFGrayscale Bitcoin Trust ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,932 shares; 2025Q1: 64,932 shares 64,932$4.23M2.32%0
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4$3.19M1.75%0Timeline
BELFABEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,434 shares; 2024Q4: 23,434 shares; 2025Q1: 23,434 shares 23,434$1.69M0.93%0Timeline
LBLANDBRIDGE COMPANY LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,000 shares 14,000$1.01M0.55%newTimeline
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,986 shares; 2025Q1: 12,986 shares 12,986$474K0.26%0
MCBMETROPOLITAN BK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 7,811 shares; 2025Q1: 7,811 shares 7,811$437K0.24%0Timeline
BNTBROOKFIELD WEALTH SOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,603 shares; 2025Q1: 4,603 shares 4,603$241K0.13%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BOCBOSTON OMAHA CORP130,155$1.85Mshares
FNVFRANCO NEV CORP10,676$1.26Mshares
VRTSVIRTUS INVT PARTNERS INC5,680$1.25Mshares
SLPSIMULATIONS PLUS INC28,596$798Kshares
PSYCHEMEDICS CORPPSYCHEMEDICS CORP20,000$45Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000904793-25-000004 base2025-05-13acceptance time not in the bulk data set