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SoftVest Advisors, LLC

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13F filer, CIK 1803391, ABILENE, TX

SoftVest Advisors, LLC reported $455,195,433 across 3 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000420

Period
2025-12-31
Reported value
$455M
Holdings
3
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TPLadded+787,200$226M

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

None.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000420, largest first. % of portfolio is the value over $444,715,853, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,300 shares; 2024Q4: 393,300 shares; 2025Q1: 393,300 shares; 2025Q2: 393,300 shares; 2025Q3: 393,600 shares; 2025Q4: 1,180,800 shares 1,180,800$339M76.26%+787,200Timeline
PBTPERMIAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429,695 shares; 2024Q4: 4,429,695 shares; 2025Q1: 4,429,695 shares; 2025Q2: 6,206,624 shares; 2025Q3: 6,217,107 shares; 2025Q4: 6,217,107 shares 6,217,107$106M23.74%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
XOPSPDR SERIES TRUST S&P OILGAS EXPput83,000$10.5M0

How Q4 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 0001420506-26-000420 base2026-02-13acceptance time not in the bulk data set