Titelia

Holdings of Meixler Investment Management, Ltd.

68 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 52.7 % of the equity sleeve

Sector breakdown

  • Financials 11.6 %
  • Industrials 7.9 %
  • Energy 6.6 %
  • Materials 3.9 %
  • Consumer discretionary 2.4 %
  • Technology 1.4 %
  • Communication 1.0 %
  • Health care 0.2 %
  • Unattributed 65.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • MX 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US67132.2M $99.52 %
2MX1640.3K $0.48 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 28,65613.7M $
2Natural Resource Partners L.P. 93,19211.4M $
3Dorchester Minerals LP 384,76910.8M $
4Enterprise Products Partners LP 155,8255.9M $
5Eagle Materials Inc 28,7725.4M $
6Honeywell International Inc 22,1655.1M $
7Tortoise Energy Infrastructure 103,9714.8M $
8ONEOK Inc 53,2774.7M $
9Royal Gold Inc 17,0194.5M $
10Lockheed Martin Corp 6,1053.8M $
11VanEck Merk Gold ETF 72,4023.3M $
12Kinder Morgan, Inc. 98,4753.2M $
13WP Carey Inc 40,9732.9M $
14Sky Harbour Group Corp 271,7522.7M $
15Global X MLP ETF 50,2832.7M $
16Knife River Corp 34,9302.6M $
17Modiv Industrial Inc 171,4232.5M $
18Esab Corp 24,1722.4M $
19Murphy USA Inc 4,5862.3M $
20Transportadora de Gas del Sur SA 61,2002.2M $
21Energy Transfer LP 86,8751.6M $
22Lowe's Cos Inc 6,8051.6M $
23FRP Holdings Inc 70,5871.6M $
24QUALCOMM Inc 11,6291.5M $
25Legacy Housing Corp 70,8401.5M $
26First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 8,7401.4M $
27Berkshire Hathaway Inc 21.4M $
28Penske Automotive Group Inc 9,2531.4M $
29SPDR Series Trust 4,9551.3M $
30Boston Omaha Corp 101,7471.3M $
31Rexford Industrial Realty Inc 36,2491.2M $
32Trimble Inc 18,2321.2M $
33Solstice Advanced Materials Inc 15,3391.2M $
34Home Depot Inc/The 3,1881M $
35Lincoln Electric Holdings Inc 4,1491M $
36St Joe Co/The 14,330933.6K $
37Alphabet Inc 2,948872K $
38Dine Brands Global Inc 31,720808.9K $
39Lamar Advertising Co 6,280801.6K $
40Ferguson Enterprises Inc 3,301776K $
41WESCO International Inc 2,764766.9K $
42TD SYNNEX Corp 3,748700.6K $
43Newmont Corp 5,764657.4K $
44Cresud SACIF y A 52,028654.5K $
45Grupo Aeroportuario del Centro Norte SAB de CV 5,485640.3K $
46MercadoLibre Inc 371636.5K $
47Pursuit Attractions and Hospitality Inc 15,727593.7K $
48FrontView REIT Inc 34,937542.6K $
49Exxon Mobil Corp 3,050490.1K $
50Alta Equipment Group Inc 93,067487.7K $
51National Presto Industries Inc 3,432486.1K $
52Alphabet Inc 1,460429.9K $
53Apple Inc 1,514387.5K $
54Owens Corning 3,621383.2K $
55Atkore Inc 5,942365.5K $
56Phillips 66 2,007353.7K $
57UMH Properties Inc 22,950334.8K $
58Peabody Energy Corp 9,412315.9K $
59American International Group Inc 4,141312.3K $
60Veralto Corp 3,533310.9K $
61Hagerty Inc 26,250288K $
62Chevron Corp 1,290256.7K $
63San Juan Basin Royalty Trust 53,900252.8K $
64SS&C Technologies Holdings Inc 3,464236.7K $
65Warrior Met Coal Inc 2,490236.3K $
66Arrow Electronics Inc 1,455212.2K $
67Celanese Corp 3,162202.6K $
68Hawaiian Electric Industries Inc 11,600177.5K $