Holdings
Kinetics Market Opportunities Portfolio
As of Jun 30, 2026, Kinetics Market Opportunities Portfolio reported 65 positions worth US$236M. Largest: Texas Pacific Land Corporation, Hawaiian Electric Industries and Waterbridge Infrastructure Llc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 327K | US$143M | no change | Jun 30, 2026 |
| Hawaiian Electric Industries | 1.61M | US$21.8M | no change | Jun 30, 2026 |
| Waterbridge Infrastructure Llc | 417K | US$14.3M | no change | Jun 30, 2026 |
| Landbridge Company Llc | 166K | US$13.2M | no change | Jun 30, 2026 |
| Miami International Holdings, Inc. | 181K | US$6.72M | +28,200 | Jun 30, 2026 |
| White Mountains Insurance Group, Ltd. | 1,900 | US$3.94M | no change | Jun 30, 2026 |
| Permian Basin Royalty Trust | 127K | US$3.19M | no change | Jun 30, 2026 |
| Galaxy Digital Inc. | 110K | US$3.01M | no change | Jun 30, 2026 |
| Urbana Corporation | 489K | US$2.86M | −8 | Jun 30, 2026 |
| Cboe Global Markets, Inc. | 8,000 | US$1.94M | no change | Jun 30, 2026 |