Holdings
Kinetics Internet Portfolio
As of Jun 30, 2026, Kinetics Internet Portfolio reported 28 positions worth US$112M. Largest: Texas Pacific Land Corporation, Caci International, Inc. and Landbridge Company Llc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 185K | US$80.8M | −4,500 | Jun 30, 2026 |
| Caci International, Inc. | 18,000 | US$8.34M | −2,000 | Jun 30, 2026 |
| Landbridge Company Llc | 66,800 | US$5.29M | no change | Jun 30, 2026 |
| Galaxy Digital Inc. | 150K | US$4.1M | no change | Jun 30, 2026 |
| Miami International Holdings, Inc. | 87,222 | US$3.24M | +11,600 | Jun 30, 2026 |
| Mastercard Incorporated | 3,500 | US$1.8M | −1,500 | Jun 30, 2026 |
| Verisk Analytics, Inc. | 7,000 | US$1.26M | no change | Jun 30, 2026 |
| Broadridge Financial Solutions, Inc. | 7,200 | US$986K | no change | Jun 30, 2026 |
| Mesabi Trust | 37,900 | US$959K | no change | Jun 30, 2026 |
| Cme Group Inc. | 4,000 | US$883K | no change | Jun 30, 2026 |