Holdings
Kinetics Paradigm Portfolio
As of Jun 30, 2026, Kinetics Paradigm Portfolio reported 30 positions worth US$1.06B. Largest: Texas Pacific Land Corporation, Landbridge Company Llc and Hawaiian Electric Industries. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 1.88M | US$824M | −143K | Jun 30, 2026 |
| Landbridge Company Llc | 916K | US$72.6M | no change | Jun 30, 2026 |
| Hawaiian Electric Industries | 3.57M | US$48.2M | +62,000 | Jun 30, 2026 |
| Brookfield Corporation | 850K | US$36.2M | no change | Jun 30, 2026 |
| Cboe Global Markets, Inc. | 60,000 | US$14.6M | no change | Jun 30, 2026 |
| Miami International Holdings, Inc. | 387K | US$14.4M | +341K | Jun 30, 2026 |
| Caci International, Inc. | 24,000 | US$11.1M | no change | Jun 30, 2026 |
| Live Nation Entertainment, Inc. | 45,000 | US$8.24M | −45,000 | Jun 30, 2026 |
| Brookfield Asset Management Inc | 160K | US$7.18M | no change | Jun 30, 2026 |
| Franco-nevada Corporation | 24,000 | US$5M | no change | Jun 30, 2026 |