Titelia

Holdings of Kinetics Paradigm Portfolio

Kinetics Portfolios Trust · 41 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.4B $ · Ten largest lines: 96.6 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 0.2 %
  • Materials 0.1 %
  • Unattributed 99.7 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 99.6 %
  • GBP 0.3 %
  • CAD 0.1 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 96.1 %
  • CA 3.5 %
  • GB 0.3 %
  • BM 0.2 %
  • SE 0.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US271.3B $96.06 %
CA1045.8M $3.46 %
GB14.3M $0.32 %
BM12M $0.15 %
SE238.5K $0.00 %

Positions

CompanySharesValueWeight
Texas Pacific Land Corp 2,024,398960.7M $69.29 %
Grayscale Bitcoin Trust ETF 1,946,400102.7M $7.41 %
Landbridge Co LLC 916,40063.3M $4.56 %
Hawaiian Electric Industries Inc 3,504,00052M $3.75 %
Brookfield Corp 849,60034.4M $2.48 %
Cboe Global Markets Inc 60,00016.9M $1.22 %
Live Nation Entertainment Inc 90,00013.7M $0.99 %
CACI International Inc 24,00013.1M $0.94 %
Grayscale Bitcoin Mini Trust E 389,28011.7M $0.84 %
Associated Capital Group Inc 260,29010.2M $0.74 %
Brookfield Asset Management Ltd 160,0007.1M $0.51 %
Franco-Nevada Corp 24,0005.9M $0.43 %
Carnival Corp 215,0005.6M $0.40 %
Clarkson PLC 70,0004.3M $0.31 %
Howard Hughes Holdings Inc 58,0003.7M $0.26 %
Royal Caribbean Cruises Ltd 10,2002.8M $0.20 %
Onex Corp 32,0002.3M $0.17 %
Civeo Corp 83,7672.2M $0.16 %
White Mountains Insurance Group Ltd 9242M $0.15 %
Miami International Holdings Inc 45,6001.8M $0.13 %
Wheaton Precious Metals Corp 12,0001.6M $0.11 %
PrairieSky Royalty Ltd 60,0001.4M $0.10 %
WaterBridge Infrastructure LLC 50,0001.3M $0.10 %
Mesabi Trust 41,8001.3M $0.10 %
Seaport Entertainment Group Inc 30,000644.4K $0.05 %
Fermi Inc 40,000233.6K $0.02 %
Atlanta Braves Holdings Inc 4,842206.8K $0.01 %
Markel Group Inc 100191.4K $0.01 %
Broadridge Financial Solutions Inc 1,000162.5K $0.01 %
Fairfax India Holdings Corp 8,400134.8K $0.01 %
Partners Value Investments LP 8,00098.8K $0.01 %
CRIMSON WINE GROUP LTD 10,00044.1K $0.00 %
Investor AB 1,00037.4K $0.00 %
NRG Energy Inc 14821.6K $0.00 %
Circle Internet Group Inc 20019.1K $0.00 %
Fairfax Financial Holdings Ltd 23.4K $0.00 %
Urbana Corp 4002.8K $0.00 %
Urbana Corp 4002.5K $0.00 %
Kinnevik AB 2001.1K $0.00 %
Grayscale Ethereum Classic Tru 1252.8 $
Grayscale Litecoin Trust 832.6 $