Holdings
Kinetics Global Portfolio
As of Jun 30, 2026, Kinetics Global Portfolio reported 66 positions worth US$38.8M. Largest: Texas Pacific Land Corporation, Hawaiian Electric Industries and White Mountains Insurance Group, Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 24,302 | US$10.6M | −1,600 | Jun 30, 2026 |
| Hawaiian Electric Industries | 260K | US$3.52M | no change | Jun 30, 2026 |
| White Mountains Insurance Group, Ltd. | 1,400 | US$2.9M | −64 | Jun 30, 2026 |
| Fairfax India Holdings Corp | 157K | US$2.87M | −200 | Jun 30, 2026 |
| Landbridge Company Llc | 35,400 | US$2.81M | no change | Jun 30, 2026 |
| Euronext Nv | 16,640 | US$2.66M | no change | Jun 30, 2026 |
| Investor Ab Class A | 60,000 | US$2.49M | −7,200 | Jun 30, 2026 |
| Galaxy Digital Inc. | 50,000 | US$1.37M | −4,000 | Jun 30, 2026 |
| Miami International Holdings, Inc. | 29,900 | US$1.11M | +8,300 | Jun 30, 2026 |
| Permian Basin Royalty Trust | 40,000 | US$1M | no change | Jun 30, 2026 |