13F HOLDINGS REPORT
Meixler Investment Management, Ltd.
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001085146-25-004503
Total Value
$145.4M
Positions
104
Other Managers
0
Confidential Omitted
No
Holdings (104)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPROTT PHYSICAL GOLD TR | SII | 631,977 | $16.0M | 11.02% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 27,486 | $13.4M | 9.18% |
| 3 | DORCHESTER MINERALS LP | DMLP | 413,323 | $11.5M | 7.92% |
| 4 | SUNCOR ENERGY INC NEW | SU | 267,722 | $10.0M | 6.90% |
| 5 | NATURAL RESOURCE PARTNERS L | 63900P608 | 67,502 | $6.4M | 4.44% |
| 6 | CANADIAN NAT RES LTD | 136385101 | 174,715 | $5.5M | 3.77% |
| 7 | TORTOISE ENERGY INFRA CORP | TYG | 94,925 | $4.2M | 2.87% |
| 8 | FRANCO NEV CORP | FNV | 22,233 | $3.6M | 2.51% |
| 9 | EAGLE MATLS INC | 26969P108 | 17,923 | $3.6M | 2.49% |
| 10 | HONEYWELL INTL INC | 438516106 | 14,736 | $3.4M | 2.36% |
| 11 | ENTERPRISE PRODS PARTNERS L | 293792107 | 109,475 | $3.4M | 2.34% |
| 12 | LOCKHEED MARTIN CORP | LMT | 6,316 | $2.9M | 2.01% |
| 13 | SKY HARBOUR GROUP CORPORATIO | SKYH-WT | 263,995 | $2.6M | 1.77% |
| 14 | ONEOK INC NEW | OKE | 30,937 | $2.5M | 1.74% |
| 15 | LEGACY HOUSING CORP | LEGH | 108,616 | $2.5M | 1.69% |
| 16 | WP CAREY INC | 92936U109 | 37,506 | $2.3M | 1.61% |
| 17 | VANECK MERK GOLD ETF | OUNZ | 67,977 | $2.2M | 1.49% |
| 18 | VALARIS LTD | VAL-WT | 47,709 | $2.0M | 1.38% |
| 19 | FRP HLDGS INC | FRPH | 72,598 | $2.0M | 1.34% |
| 20 | OR ROYALTIES INC. | OR | 72,459 | $1.9M | 1.28% |
| 21 | LOWES COS INC | 548661107 | 8,145 | $1.8M | 1.24% |
| 22 | SANDSTORM GOLD LTD | 80013R206 | 186,925 | $1.8M | 1.21% |
| 23 | BOSTON OMAHA CORP | BOC | 116,265 | $1.6M | 1.12% |
| 24 | ENBRIDGE INC | ENNPF | 35,872 | $1.6M | 1.12% |
| 25 | LINCOLN ELEC HLDGS INC | 533900106 | 6,509 | $1.3M | 0.93% |
| 26 | HOME DEPOT INC | HD | 3,395 | $1.2M | 0.86% |
| 27 | SPDR SERIES TRUST | 78464A631 | 5,630 | $1.2M | 0.82% |
| 28 | LAMAR ADVERTISING CO NEW | LAMR | 9,650 | $1.2M | 0.81% |
| 29 | ST JOE CO | JOE | 24,239 | $1.2M | 0.80% |
| 30 | PEAKSTONE REALTY TRUST | PKST | 86,053 | $1.1M | 0.78% |
| 31 | IMPERIAL OIL LTD | IMO | 14,229 | $1.1M | 0.78% |
| 32 | CORPORACION AMER ARPTS S A | L1995B107 | 54,362 | $1.1M | 0.76% |
| 33 | TRIMBLE INC | TRMB | 14,025 | $1.1M | 0.73% |
| 34 | AGNICO EAGLE MINES LTD | AEM | 8,647 | $1.0M | 0.71% |
| 35 | PLYMOUTH INDL REIT INC | 729640102 | 62,901 | $1.0M | 0.69% |
| 36 | AMERICAN INTL GROUP INC | 026874784 | 9,290 | $795,131 | 0.55% |
| 37 | TEXAS PACIFIC LAND CORPORATI | TPL | 748 | $790,180 | 0.54% |
| 38 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 4,987 | $693,293 | 0.48% |
| 39 | VOX ROYALTY CORP | VOXR | 217,829 | $688,340 | 0.47% |
| 40 | TD SYNNEX CORPORATION | SNX | 5,003 | $678,907 | 0.47% |
| 41 | SOUTH BOW CORP | SOBO | 26,190 | $678,583 | 0.47% |
| 42 | WESCO INTL INC | 95082P105 | 3,629 | $672,091 | 0.46% |
| 43 | NOBLE CORP PLC | NE-WT | 25,260 | $670,653 | 0.46% |
| 44 | WHEATON PRECIOUS METALS CORP | WPM | 7,272 | $653,026 | 0.45% |
| 45 | TIPTREE INC | TIPT | 27,086 | $638,688 | 0.44% |
| 46 | GRUPO AEROPORTUARIO DEL CENT | 400501102 | 5,861 | $618,336 | 0.43% |
| 47 | CRESUD S A C I F Y A | CRESY | 53,647 | $577,242 | 0.40% |
| 48 | NEWMONT CORP | NEMCL | 9,409 | $548,168 | 0.38% |
| 49 | WARRIOR MET COAL INC | HCC | 11,936 | $547,027 | 0.38% |
| 50 | TRIPLE FLAG PRECIOUS METAL | TFPM | 22,742 | $538,758 | 0.37% |
| 51 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 6,199 | $525,861 | 0.36% |
| 52 | QUALCOMM INC | QCOM | 3,290 | $523,891 | 0.36% |
| 53 | ALPHABET INC | GOOG | 2,933 | $516,903 | 0.36% |
| 54 | BRUKER CORP | BRKRP | 12,453 | $513,064 | 0.35% |
| 55 | MOSAIC CO NEW | MOS | 13,495 | $492,298 | 0.34% |
| 56 | TC ENERGY CORP | TRPRF | 9,970 | $486,436 | 0.33% |
| 57 | MERCADOLIBRE INC | MELI | 184 | $480,908 | 0.33% |
| 58 | BUNGE GLOBAL SA | BG | 5,966 | $478,950 | 0.33% |
| 59 | SPROTT INC | SII | 6,721 | $464,354 | 0.32% |
| 60 | ISHARES BITCOIN TRUST ETF | IBIT | 7,505 | $459,381 | 0.32% |
| 61 | ARROW ELECTRS INC | 042735100 | 3,314 | $422,303 | 0.29% |
| 62 | PEABODY ENERGY CORP | BTU | 29,290 | $393,072 | 0.27% |
| 63 | SPROUTS FMRS MKT INC | 85208M102 | 2,304 | $379,331 | 0.26% |
| 64 | ATKORE INC | ATKR | 5,226 | $368,694 | 0.25% |
| 65 | ENOVIX CORPORATION | ENVX | 33,974 | $351,291 | 0.24% |
| 66 | SPROTT PHYSICAL SILVER TR | SII | 28,240 | $345,658 | 0.24% |
| 67 | EXXON MOBIL CORP | XOM | 3,060 | $329,868 | 0.23% |
| 68 | REXFORD INDL RLTY INC | 76169C100 | 9,206 | $327,457 | 0.23% |
| 69 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 3,867 | $320,188 | 0.22% |
| 70 | ALEXANDER & BALDWIN INC NEW | 014491104 | 17,431 | $310,795 | 0.21% |
| 71 | NUTRIEN LTD | NTR | 5,142 | $299,470 | 0.21% |
| 72 | NATIONAL PRESTO INDS INC | 637215104 | 3,024 | $296,231 | 0.20% |
| 73 | HAGERTY INC | HGTY | 29,295 | $296,172 | 0.20% |
| 74 | GE AEROSPACE | 369604301 | 1,119 | $288,019 | 0.20% |
| 75 | VERALTO CORP | VLTO | 2,817 | $284,376 | 0.20% |
| 76 | APPLE INC | AAPL | 1,347 | $276,378 | 0.19% |
| 77 | UMH PPTYS INC | 903002103 | 16,225 | $272,418 | 0.19% |
| 78 | ALPHABET INC | GOOG | 1,506 | $267,149 | 0.18% |
| 79 | PHILLIPS 66 | PSX | 2,194 | $261,744 | 0.18% |
| 80 | GOOSEHEAD INS INC | GSHD | 2,421 | $255,440 | 0.18% |
| 81 | ARIS WATER SOLUTIONS INC | 04041L106 | 10,793 | $255,254 | 0.18% |
| 82 | FERGUSON ENTERPRISES INC | FERG | 1,097 | $238,872 | 0.16% |
| 83 | SHERWIN WILLIAMS CO | SHW | 663 | $227,648 | 0.16% |
| 84 | OWENS CORNING NEW | OC | 1,616 | $222,232 | 0.15% |
| 85 | ALLIENT INC | ALNT | 6,048 | $219,603 | 0.15% |
| 86 | ETF SER SOLUTIONS | 26922A263 | 6,050 | $213,351 | 0.15% |
| 87 | INNOVATIVE SOLUTIONS & SUPPO | ISSC | 15,275 | $212,017 | 0.15% |
| 88 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 33,317 | $210,563 | 0.14% |
| 89 | CHEVRON CORP NEW | CVX | 1,434 | $205,381 | 0.14% |
| 90 | SAN JUAN BASIN RTY TR | 798241105 | 33,500 | $200,330 | 0.14% |
| 91 | MEXCO ENERGY CORP | MXC | 19,277 | $170,987 | 0.12% |
| 92 | EMX RTY CORP | 26873J107 | 59,100 | $148,932 | 0.10% |
| 93 | CLEVELAND-CLIFFS INC NEW | CLF | 17,390 | $132,164 | 0.09% |
| 94 | NEWMONT CORP | NEMCL | 9,500 | $102,460 | 0.07% |
| 95 | INDUSTRIAL LOGISTICS PPTYS T | 456237106 | 16,600 | $75,530 | 0.05% |
| 96 | CENOVUS ENERGY INC | CVE | 2,282 | $31,035 | 0.02% |
| 97 | SUNCOR ENERGY INC NEW | SU | 3,800 | $29,150 | 0.02% |
| 98 | ENOVIX CORPORATION | ENVX | 9,000 | $16,023 | 0.01% |
| 99 | PEABODY ENERGY CORP | BTU | 17,000 | $15,091 | 0.01% |
| 100 | CLEVELAND-CLIFFS INC NEW | CLF | 6,700 | $14,848 | 0.01% |
| 101 | CENOVUS ENERGY INC | CVE | 13,800 | $9,960 | 0.01% |
| 102 | PHILLIPS 66 | PSX | 100 | $2,810 | 0.00% |
| 103 | CANADIAN NAT RES LTD | 136385101 | 1,500 | $2,475 | 0.00% |
| 104 | VALARIS LTD | VAL-WT | 300 | $1,013 | 0.00% |