Meixler Investment Management, Ltd.
SHOW LOW AZ · SEC CIK 0001911615
$1.81亿2026Q2 申报市值
90持仓数
45.6%前十大占比 · 第一大 9.1%
7 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$267.04万
ESAB 加仓+$198.13万
RGLD 加仓+$104.18万
REXR 加仓+$102.51万
LMT 加仓+$90.28万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$224.95万
SU 减仓-$109.85万
MODIV INDUSTRIAL 减仓-$87.45万
LEGH 减仓-$78.09万
SNX 清仓-$70.06万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,641.71万 | 9.07% | 544,154 | -4,590 | -0.8% | -$13.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,429.71万 | 7.89% | 28,572 | -84 | -0.3% | -$4.20万 | 减仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $946.63万 | 5.23% | 97,591 | 4,399 | 4.7% | $42.67万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $931.83万 | 5.15% | 369,041 | -15,728 | -4.1% | -$39.71万 | 减仓 |
| EXP | EAGLE MATLS INC | $677.14万 | 3.74% | 30,095 | 1,323 | 4.6% | $29.77万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $633.74万 | 3.50% | 172,400 | 16,575 | 10.6% | $60.93万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $614.44万 | 3.39% | 114,464 | -20,463 | -15.2% | -$109.85万 | 减仓 |
| OKE | ONEOK INC NEW | $511.27万 | 2.82% | 58,807 | 5,530 | 10.4% | $48.08万 | 加仓 |
| RGLD | ROYAL GOLD INC | $443.89万 | 2.45% | 22,238 | 5,219 | 30.7% | $104.18万 | 加仓 |
| ESAB | ESAB CORPORATION | $436.54万 | 2.41% | 44,260 | 20,088 | 83.1% | $198.13万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $414.99万 | 2.29% | 96,803 | -7,168 | -6.9% | -$30.73万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $401.31万 | 2.22% | 7,877 | 1,772 | 29.0% | $90.28万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $395.91万 | 2.19% | 100,231 | -15,988 | -13.8% | -$63.15万 | 减仓 |
| MLPA | GLOBAL X FDS | $335.61万 | 1.85% | 63,228 | 12,945 | 25.7% | $68.71万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $323.30万 | 1.79% | 101,125 | 2,650 | 2.7% | $8.47万 | 加仓 |
| FNV | FRANCO NEV CORP | $319.79万 | 1.77% | 15,342 | -71 | -0.5% | -$1.48万 | 减仓 |
| KNF | KNIFE RIVER CORP | $301.78万 | 1.67% | 36,077 | 1,147 | 3.3% | $9.59万 | 加仓 |
| WPC | WP CAREY INC | $291.75万 | 1.61% | 40,804 | -169 | -0.4% | -$1.21万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $285.53万 | 1.58% | 32,952 | 2,055 | 6.7% | $17.81万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $284.56万 | 1.57% | 73,739 | 1,337 | 1.8% | $5.16万 | 加仓 |
| HON | HONEYWELL INTL INC | $271.32万 | 1.50% | 12,118 | -10,047 | -45.3% | -$224.95万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $267.04万 | 1.47% | 12,079 | 12,079 | — | $267.04万 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $266.08万 | 1.47% | 270,403 | -1,349 | -0.5% | -$1.33万 | 减仓 |
| TGS | TRANSPORTADORA DE GAS DEL SU | $260.34万 | 1.44% | 87,569 | 26,369 | 43.1% | $78.40万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $223.94万 | 1.24% | 66,849 | 30,600 | 84.4% | $102.51万 | 加仓 |
| MUSA | MURPHY USA INC | $217.11万 | 1.20% | 4,029 | -557 | -12.1% | -$30.02万 | 减仓 |
| — | MODIV INDUSTRIAL INC | $210.82万 | 1.16% | 121,162 | -50,261 | -29.3% | -$87.45万 | 减仓 |
| FRPH | FRP HLDGS INC | $177.21万 | 0.98% | 70,912 | 325 | 0.5% | $8,122 | 加仓 |
| ET | ENERGY TRANSFER L P | $172.99万 | 0.96% | 90,475 | 3,600 | 4.1% | $6.88万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $167.44万 | 0.92% | 9,357 | 104 | 1.1% | $1.86万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $159.19万 | 0.88% | 8,302 | -438 | -5.0% | -$8.40万 | 减仓 |
| OR | OR ROYALTIES INC. | $149.97万 | 0.83% | 47,415 | -1,593 | -3.3% | -$5.04万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.83% | 2 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $148.17万 | 0.82% | 8,019 | -3,610 | -31.0% | -$66.71万 | 减仓 |
| ENB | ENBRIDGE INC | $146.90万 | 0.81% | 27,098 | -2,009 | -6.9% | -$10.89万 | 减仓 |
| LOW | LOWES COS INC | $144.91万 | 0.80% | 6,572 | -233 | -3.4% | -$5.14万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $140.84万 | 0.78% | 15,896 | 557 | 3.6% | $4.94万 | 加仓 |
| XAR | SPDR SERIES TRUST | $139.51万 | 0.77% | 4,916 | -39 | -0.8% | -$1.11万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $130.80万 | 0.72% | 95,895 | -5,852 | -5.8% | -$7.98万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $127.26万 | 0.70% | 4,793 | 644 | 15.5% | $17.10万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $126.36万 | 0.70% | 50,184 | -75 | -0.1% | -$1,888 | 减仓 |
| HD | HOME DEPOT INC | $112.08万 | 0.62% | 3,178 | -10 | -0.3% | -$3,527 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $110.60万 | 0.61% | 4,660 | 1,359 | 41.2% | $32.25万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $108.08万 | 0.60% | 30,106 | -1,614 | -5.1% | -$5.79万 | 减仓 |
| LEGH | LEGACY HOUSING CORP | $108.01万 | 0.60% | 41,115 | -29,725 | -42.0% | -$78.09万 | 减仓 |
| GOOGL | ALPHABET INC | $99.75万 | 0.55% | 2,791 | -157 | -5.3% | -$5.61万 | 减仓 |
| TRMB | TRIMBLE INC | $96.83万 | 0.53% | 18,919 | 687 | 3.8% | $3.52万 | 加仓 |
| WCC | WESCO INTL INC | $95.48万 | 0.53% | 2,764 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $87.92万 | 0.49% | 16,496 | -99 | -0.6% | -$5,277 | 减仓 |
| VAL | VALARIS LTD | $86.08万 | 0.48% | 11,857 | -2,423 | -17.0% | -$17.59万 | 减仓 |
| JOE | ST JOE CO | $85.52万 | 0.47% | 13,655 | -675 | -4.7% | -$4.23万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $82.71万 | 0.46% | 14,777 | -950 | -6.0% | -$5.32万 | 减仓 |
| FVR | FRONTVIEW REIT INC | $81.72万 | 0.45% | 40,397 | 5,460 | 15.6% | $11.05万 | 加仓 |
| VOXR | VOX ROYALTY CORP | $78.58万 | 0.43% | 166,133 | -2,059 | -1.2% | -$9,739 | 减仓 |
| CR | CRANE COMPANY | $78.28万 | 0.43% | 3,509 | 3,509 | — | $78.28万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $75.79万 | 0.42% | 4,859 | -1,421 | -22.6% | -$22.16万 | 减仓 |
| AN | AUTONATION INC | $66.74万 | 0.37% | 3,592 | 3,592 | — | $66.74万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $65.18万 | 0.36% | 384 | 13 | 3.5% | $2.21万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $64.83万 | 0.36% | 5,187 | 1,755 | 51.1% | $21.94万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $62.61万 | 0.35% | 5,574 | -83 | -1.5% | -$9,323 | 减仓 |
| OC | OWENS CORNING NEW | $61.50万 | 0.34% | 3,869 | 248 | 6.8% | $3.94万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $61.50万 | 0.34% | 5,438 | -47 | -0.9% | -$5,315 | 减仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $60.00万 | 0.33% | 92,742 | -325 | -0.3% | -$2,103 | 减仓 |
| IMO | IMPERIAL OIL LTD | $58.96万 | 0.33% | 5,263 | -1,788 | -25.4% | -$20.03万 | 减仓 |
| CRESY | CRESUD S A C I F Y A | $58.60万 | 0.32% | 52,278 | 250 | 0.5% | $2,802 | 加仓 |
| TRP | TC ENERGY CORP | $54.91万 | 0.30% | 8,284 | -359 | -4.2% | -$2.38万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $51.24万 | 0.28% | 3,303 | -477 | -12.6% | -$7.40万 | 减仓 |
| GOOG | ALPHABET INC | $50.00万 | 0.28% | 1,415 | -45 | -3.1% | -$1.59万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $48.01万 | 0.27% | 16,019 | -340 | -2.1% | -$1.02万 | 减仓 |
| — | ATKORE INC | $45.22万 | 0.25% | 5,947 | 5 | 0.1% | $380 | 加仓 |
| AAPL | APPLE INC | $42.34万 | 0.23% | 1,463 | -51 | -3.4% | -$1.48万 | 减仓 |
| NEM | NEWMONT CORP | $40.88万 | 0.23% | 4,377 | -1,387 | -24.1% | -$12.95万 | 减仓 |
| SII | SPROTT INC | $37.67万 | 0.21% | 3,353 | -285 | -7.8% | -$3.20万 | 减仓 |
| UMH | UMH PPTYS INC | $35.12万 | 0.19% | 23,200 | 250 | 1.1% | $3,785 | 加仓 |
| PSX | PHILLIPS 66 | $32.73万 | 0.18% | 1,936 | -71 | -3.5% | -$1.20万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $32.21万 | 0.18% | 17,070 | 100 | 0.6% | $1,887 | 加仓 |
| HGTY | HAGERTY INC | $30.43万 | 0.17% | 25,525 | -725 | -2.8% | -$8,642 | 减仓 |
| VLTO | VERALTO CORP | $30.23万 | 0.17% | 3,409 | -124 | -3.5% | -$1.10万 | 减仓 |
| L | LOEWS CORP | $26.42万 | 0.15% | 2,334 | 2,334 | — | $26.42万 | 新建仓 |
| TXT | TEXTRON INC | $24.88万 | 0.14% | 2,712 | 2,712 | — | $24.88万 | 新建仓 |
| ALNT | ALLIENT INC | $22.84万 | 0.13% | 2,219 | 2,219 | — | $22.84万 | 新建仓 |
| BAC | BANK OF AMER CORP | $22.22万 | 0.12% | 3,900 | -300 | -7.1% | -$1.71万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $21.84万 | 0.12% | 1,318 | 28 | 2.2% | $4,640 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $20.77万 | 0.11% | 2,787 | -1,354 | -32.7% | -$10.09万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $20.21万 | 0.11% | 587 | 587 | — | $20.21万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $20.06万 | 0.11% | 3,233 | -231 | -6.7% | -$1.43万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $15.69万 | 0.09% | 11,600 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $14.32万 | 0.08% | 44,600 | -9,300 | -17.3% | -$2.99万 | 减仓 |
| NEM | NEWMONT CORP 看涨期权 | $1.87万 | 0.01% | 200 | -700 | -77.8% | -$6.54万 | 减仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $5,175 | 0.00% | 11,250 | -7,000 | -38.4% | -$3,220 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -3,748 | -100.0% | -$70.06万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,050 | -100.0% | -$49.01万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -9,412 | -100.0% | -$31.59万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -2,490 | -100.0% | -$23.63万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -1,455 | -100.0% | -$21.22万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -4,105 | -100.0% | -$20.47万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -3,162 | -100.0% | -$20.26万 | 清仓 |
| DIN | DINE BRANDS GLOBAL INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.10万 | 清仓 |
| RGLD | ROYAL GOLD INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.63万 | 清仓 |
| CE | CELANESE CORP DEL 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$2.56万 | 清仓 |