Investor

MSRH, LLC

CIK 0002122489 · filed 2026-04-06 · SEC filing

Q1 2026 Q4 2025

13F book

$89.6M

Positions

Largest name

48.2%

Texas Pacific Land Corporati

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Texas Pacific Land Corporati	—	150.2K	$43.1M	48.2%	—	Held
Grayscale Bitcoin Trust Etf	GBTC	422.1K	$28.9M	32.2%	—	Held
Landbridge Company Llc	—	93.9K	$4.6M	5.1%	—	Held
Permian Basin Rty Tr	—	239K	$4.06M	4.5%	—	Held
Grayscale Bitcoin Mini Tr Et	—	103.2K	$4M	4.5%	—	Held
Hawaiian Elec Industries	—	148.1K	$1.82M	2.0%	—	Held
Mesabi Tr	—	45.1K	$1.74M	1.9%	—	Held
Howard Hughes Holdings Inc.	HHH	7.2K	$574.3K	0.6%	—	Held
Waterbridge Infrastructure L	—	12.5K	$250.1K	0.3%	—	Held
Wheaton Precious Metals Corp.	WPM	1.42K	$167K	0.2%	—	Held
Liberty Media Corp Del	—	1.13K	$100.9K	0.1%	—	Held
Franco Nev Corp	—	471	$97.6K	0.1%	—	Held
Novo-Nordisk A S	—	1.87K	$95K	0.1%	—	Held
Civeo Corp Cda	—	1.19K	$27.2K	0.0%	—	Held
Seaport Entmt Group Inc	—	1.25K	$24.8K	0.0%	—	Held
Bakkt Holdings Inc	—	1.15K	$11.5K	0.0%	—	Held
Alliance Resource Partners L	—	296	$6.88K	0.0%	—	Held
Ishares Bitcoin Trust Etf	IBIT	102	$5.06K	0.0%	—	Held
Atlanta Braves Hldgs Inc	—	117	$4.62K	0.0%	—	Held
Novagold Res Inc	NG	400	$3.73K	0.0%	—	Held
Tejon Ranch Co	TRC	81	$1.28K	0.0%	—	Held
Ishares Silver Tr	—	8	$515	0.0%	—	Held
Trilogy Metals Inc New	—	66	$284	0.0%	—	Held
Fermi Inc.	FRMI	14	$114	0.0%	—	Held
Circle Internet Group, Inc.	CRCL	1	$79	0.0%	—	Held
Plains All Amern Pipeline L	—	2	$36	0.0%	—	Held
Energy Transfer L P	—	2	$33	0.0%	—	Held
Gci Liberty Inc	—	3.36K	$0	0.0%	—	Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.