Santa Monica Partners

Santa Monica Partners

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

11

Market Value

$175.3M

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
- Texas Pacific Land Corporation----
MA28.5%35.4%34.1%33.5%
BELFB7.5%7.0%5.6%3.9%
GRMN5.3%5.0%5.9%5.0%
BCPC4.8%10.9%10.6%11.1%
BR3.7%5.5%5.7%5.8%
BELFA2.4%2.2%1.6%1.2%
BRK.A1.6%1.8%1.8%1.7%
LB0.7%0.5%0.9%0.6%
MCB0.4%0.4%0.3%0.3%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

BELFB+51.45%
GRMN-0.05%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

MA-1.33%

Sector Analysis

Energy1.3%
Materials8.8%
Financials55.7%
Technology34.2%

Trading Summary

No stocks in this category