SoftVest Advisors, LLC
CIK
1803391
Location
ABILENE, TX
Portfolio Value
Small
$839,348,046
Diversification
Highly concentrated
Filing Date
Global Rank
#1,969
/ 8,604
▲ 868
· as of Mar 2026
Top Industry
Oil & Gas E&P
84.1%
3Y Alpha vs SPY
-10.6%
Period ended 3 months ago
Filed Jun 2, 2026 · 36d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+34.8%
SPY
+76.5%
Annualised alpha
-10.4%
Max drawdown
−44.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
83.2%
+6.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,174
Highly concentrated+794
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 100.0% | $839,348,046 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | +290,399 | 1,471,199 | $698,172,197 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRT | Cross Timbers Royalty Trust | 697,893 | $7,383,707 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$839,348,046 total
· as of Mar 31, 2026