LongTPLJul 2026
Texas Pacific Land Corporation
Texas Pacific Land remains a highly profitable long-term holding supported by royalties from oil and water resources on its Texas acreage. The fund also sees a meaningful…
TPL
Which hedge funds are long TPL?
3 published ideas on Texas Pacific Land Corporation across 3 funds — 3 long and 0 short.
Texas Pacific Land hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Texas Pacific Land: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTPLSep 2026
Texas Pacific Land Corporation
Arauca believes the clearest remaining opportunity connected to AI is power infrastructure rather than trying to identify the next winning model or chip architecture. Every data…
LongTPLSep 2026
Texas Pacific Land Corporation
Texas Pacific Land remains a highly profitable long-term holding that earns royalties from oil and water resources on its Texas land. The manager sees an additional source of…