Softvest Advisors 13F annual report

Softvest Advisors is an investment fund managing more than $290 billion ran by John Daniel. There are currently 2 companies in Mr. Daniel’s portfolio. The largest investments include Texas Pacific Land Corporati and Alliance Resource Partners L, together worth $290 billion.

$290 billion Assets Under Management (AUM)

As of 6th August 2024, Softvest Advisors’s top holding is 393,300 shares of Texas Pacific Land Corporati currently worth over $289 billion and making up 99.6% of the portfolio value. In addition, the fund holds 45,200 shares of Alliance Resource Partners L worth $1.11 billion.

Currently, Softvest Advisors's portfolio is worth at least $290 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Softvest Advisors

The Softvest Advisors office and employees reside in Abilene, Texas. According to the last 13-F report filed with the SEC, John Daniel serves as the Chief Compliance Officer at Softvest Advisors.

Recent trades

John Daniel disclosed a decreased stake in Alliance Resource Partners L by approximately 0.1%. This leaves the value of the investment at $1.11 billion and 45,200 shares.

One of the smaller hedge funds

The two most similar investment funds to Softvest Advisors are Atwater Malick and Tiff Advisory Services. They manage $290 billion and $290 billion respectively.

The complete list of Softvest Advisors trades based on 13F SEC filings

These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Texas Pacific Land Corporati	No change 393,300	$288,788,391,000	99.62%
Alliance Resource Partners L	9.60% 45,200	$1,105,592,000	0.38%
No transactions found
Showing first 500 out of 2 holdings