Meixler Investment Management, Ltd.

Est. AUM

$186.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$19.4M	548744	10.44%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.7M	28656	7.35%	SOLE
3	NATURAL RESOURCE PARTNERS LP	COM UNIT LTD PAR	$11.4M	93192	6.14%	SOLE
4	DORCHESTER MINERALS L P	COM UNIT	$10.8M	384769	5.79%	SOLE
5	SUNCOR ENERGY INC NEW	COM	$8.9M	134927	4.78%	SOLE
6	ENTERPRISE PRODS PARTNERS L	COM	$5.9M	155825	3.15%	SOLE
7	CANADIAN NAT RES LTD MED TER	COM	$5.5M	116219	2.97%	SOLE
8	EAGLE MATLS INC	COM	$5.4M	28772	2.91%	SOLE
9	HONEYWELL INTL INC	COM	$5.1M	22165	2.73%	SOLE
10	TORTOISE ENERGY INFRSTRCTR C	COM	$4.8M	103971	2.60%	SOLE
11	ONEOK INC NEW	COM	$4.7M	53277	2.53%	SOLE
12	ROYAL GOLD INC	COM	$4.5M	17019	2.40%	SOLE
13	FRANCO NEV CORP	COM	$4.0M	15413	2.14%	SOLE
14	LOCKHEED MARTIN CORP	COM	$3.8M	6105	2.04%	SOLE
15	VANECK MERK GOLD ETF	GOLD SHS	$3.3M	72402	1.75%	SOLE
16	KINDER MORGAN INC DEL	COM	$3.2M	98475	1.75%	SOLE
17	WP CAREY INC	COM	$2.9M	40973	1.55%	SOLE
18	SKY HARBOUR GROUP CORPORATIO	COM CL A	$2.7M	271752	1.46%	SOLE
19	GLOBAL X FDS	GLBL X MLP ETF	$2.7M	50283	1.45%	SOLE
20	KNIFE RIVER CORP	COMMON STOCK	$2.6M	34930	1.39%	SOLE
21	MODIV INDUSTRIAL INC	COM STK CL C	$2.5M	171423	1.37%	SOLE
22	CANADIAN PACIFIC KANSAS CITY	COM	$2.4M	30897	1.31%	SOLE
23	ESAB CORPORATION	COM	$2.4M	24172	1.28%	SOLE
24	MURPHY USA INC	COM	$2.3M	4586	1.24%	SOLE
25	TRANSPORTADORA DE GAS DEL SU	SPONSORED ADS B	$2.2M	61200	1.16%	SOLE
26	OR ROYALTIES INC.	COM SHS	$2.0M	49008	1.06%	SOLE
27	ENERGY TRANSFER L P	COM UT LTD PTN	$1.6M	86875	0.88%	SOLE
28	ENBRIDGE INC	COM	$1.6M	29107	0.85%	SOLE
29	LOWES COS INC	COM	$1.6M	6805	0.85%	SOLE
30	FRP HLDGS INC	COM	$1.6M	70587	0.84%	SOLE
31	QUALCOMM INC	COM	$1.5M	11629	0.79%	SOLE
32	LEGACY HOUSING CORP	COM	$1.5M	70840	0.78%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$1.4M	8740	0.78%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.77%	SOLE
35	VALARIS LTD	CL A	$1.4M	14280	0.75%	SOLE
36	PENSKE AUTOMOTIVE GRP INC	COM	$1.4M	9253	0.74%	SOLE
37	CORPORACION AMER ARPTS S A	COM	$1.3M	50259	0.69%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	4955	0.69%	SOLE
39	BOSTON OMAHA CORP	CL A COM STK	$1.3M	101747	0.68%	SOLE
40	REXFORD INDL RLTY INC	COM	$1.2M	36249	0.65%	SOLE
41	TRIMBLE INC	COM	$1.2M	18232	0.64%	SOLE
42	SOLSTICE ADVANCED MATLS INC	COM SHS	$1.2M	15339	0.63%	SOLE
43	HOME DEPOT INC	COM	$1.0M	3188	0.55%	SOLE
44	LINCOLN ELEC HLDGS INC	COM	$1.0M	4149	0.54%	SOLE
45	ST JOE CO	COM	$934K	14330	0.50%	SOLE
46	IMPERIAL OIL LTD	COM NEW	$920K	7051	0.49%	SOLE
47	AMRIZE LTD	SHS	$900K	16595	0.48%	SOLE
48	VOX ROYALTY CORP	COM	$885K	168192	0.48%	SOLE
49	ALPHABET INC	CAP STK CL A	$872K	2948	0.47%	SOLE
50	DINE BRANDS GLOBAL INC	COM	$809K	31720	0.43%	SOLE

1–50 of 93

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.