Meixler Investment Management, Ltd.
SHOW LOW AZ · SEC CIK 0001911615
$1.86亿2026Q1 申报市值
93持仓数
48.9%前十大占比 · 第一大 10.4%
8 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MLPA 新建仓+$270.62万
ESAB 新建仓+$237.78万
TGS 新建仓+$216.16万
ET 新建仓+$164.45万
MODIV INDUSTRIAL 加仓+$148.90万
2026Q1 卖出最多 按季末市值估算
SU 减仓-$283.51万
PEAKSTONE REALTY 清仓-$236.28万
PHYS 减仓-$156.48万
LEGH 减仓-$133.06万
CNQ 减仓-$118.37万
2026Q1 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 | $1,942.01万 | 10.44% | 548,744 | -44,217 | -7.5% | -$156.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,367.89万 | 7.35% | 28,656 | 145 | 0.5% | $6.92万 | 加仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $1,141.51万 | 6.14% | 93,192 | -1,314 | -1.4% | -$16.10万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $1,076.20万 | 5.79% | 384,769 | -29,775 | -7.2% | -$83.28万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $889.17万 | 4.78% | 134,927 | -43,021 | -24.2% | -$283.51万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $585.43万 | 3.15% | 155,825 | 12,900 | 9.0% | $48.47万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $552.39万 | 2.97% | 116,219 | -24,905 | -17.6% | -$118.37万 | 减仓 |
| EXP | EAGLE MATLS INC | $540.80万 | 2.91% | 28,772 | 5,513 | 23.7% | $103.62万 | 加仓 |
| — | HONEYWELL INTL INC | $508.58万 | 2.73% | 22,165 | 1,064 | 5.0% | $24.41万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $483.78万 | 2.60% | 103,971 | 7,785 | 8.1% | $36.22万 | 加仓 |
| OKE | ONEOK INC NEW | $470.44万 | 2.53% | 53,277 | 12,407 | 30.4% | $109.55万 | 加仓 |
| RGLD | ROYAL GOLD INC | $446.97万 | 2.40% | 17,019 | 3,560 | 26.5% | $93.50万 | 加仓 |
| FNV | FRANCO NEV CORP | $397.25万 | 2.14% | 15,413 | -1,950 | -11.2% | -$50.26万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $380.23万 | 2.04% | 6,105 | -17 | -0.3% | -$1.06万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $325.52万 | 1.75% | 72,402 | -185 | -0.3% | -$8,318 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $324.67万 | 1.75% | 98,475 | 12,090 | 14.0% | $39.86万 | 加仓 |
| WPC | WP CAREY INC | $287.84万 | 1.55% | 40,973 | 3,129 | 8.3% | $21.98万 | 加仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $270.67万 | 1.46% | 271,752 | 7,742 | 2.9% | $7.71万 | 加仓 |
| MLPA | GLOBAL X FDS | $270.62万 | 1.45% | 50,283 | 50,283 | — | $270.62万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $258.17万 | 1.39% | 34,930 | 4,668 | 15.4% | $34.50万 | 加仓 |
| — | MODIV INDUSTRIAL INC | $254.39万 | 1.37% | 171,423 | 100,337 | 141.1% | $148.90万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $243.99万 | 1.31% | 30,897 | 3,298 | 11.9% | $26.04万 | 加仓 |
| ESAB | ESAB CORPORATION | $237.78万 | 1.28% | 24,172 | 24,172 | — | $237.78万 | 新建仓 |
| MUSA | MURPHY USA INC | $230.41万 | 1.24% | 4,586 | 616 | 15.5% | $30.95万 | 加仓 |
| TGS | TRANSPORTADORA DE GAS DEL SU | $216.16万 | 1.16% | 61,200 | 61,200 | — | $216.16万 | 新建仓 |
| OR | OR ROYALTIES INC. | $197.36万 | 1.06% | 49,008 | -7,693 | -13.6% | -$30.98万 | 减仓 |
| ET | ENERGY TRANSFER L P | $164.45万 | 0.88% | 86,875 | 86,875 | — | $164.45万 | 新建仓 |
| ENB | ENBRIDGE INC | $157.61万 | 0.85% | 29,107 | -8,098 | -21.8% | -$43.85万 | 减仓 |
| LOW | LOWES COS INC | $157.22万 | 0.85% | 6,805 | -359 | -5.0% | -$8.29万 | 减仓 |
| FRPH | FRP HLDGS INC | $155.71万 | 0.84% | 70,587 | 2,600 | 3.8% | $5.74万 | 加仓 |
| QCOM | QUALCOMM INC | $147.45万 | 0.79% | 11,629 | 5,058 | 77.0% | $64.13万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $145.65万 | 0.78% | 70,840 | -64,720 | -47.7% | -$133.06万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $145.00万 | 0.78% | 8,740 | -995 | -10.2% | -$16.51万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.26万 | 0.77% | 2 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $140.00万 | 0.75% | 14,280 | -8,637 | -37.7% | -$84.68万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $138.18万 | 0.74% | 9,253 | 723 | 8.5% | $10.80万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $128.96万 | 0.69% | 50,259 | -2,393 | -4.5% | -$6.14万 | 减仓 |
| XAR | SPDR SERIES TRUST | $128.62万 | 0.69% | 4,955 | -104 | -2.1% | -$2.70万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $125.56万 | 0.67% | 101,747 | -3,725 | -3.5% | -$4.60万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $120.06万 | 0.65% | 36,249 | 24,885 | 219.0% | $82.42万 | 加仓 |
| TRMB | TRIMBLE INC | $118.73万 | 0.64% | 18,232 | 6,108 | 50.4% | $39.78万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $117.22万 | 0.63% | 15,339 | 4,069 | 36.1% | $31.10万 | 加仓 |
| HD | HOME DEPOT INC | $102.55万 | 0.55% | 3,188 | -64 | -2.0% | -$2.06万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $101.10万 | 0.54% | 4,149 | -976 | -19.0% | -$23.78万 | 减仓 |
| JOE | ST JOE CO | $93.36万 | 0.50% | 14,330 | -1,966 | -12.1% | -$12.81万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $92.04万 | 0.49% | 7,051 | -1,574 | -18.2% | -$20.55万 | 减仓 |
| AMRZ | AMRIZE LTD | $89.99万 | 0.48% | 16,595 | 335 | 2.1% | $1.82万 | 加仓 |
| VOXR | VOX ROYALTY CORP | $88.47万 | 0.48% | 168,192 | -20,087 | -10.7% | -$10.57万 | 减仓 |
| GOOGL | ALPHABET INC | $87.20万 | 0.47% | 2,948 | -10 | -0.3% | -$2,958 | 减仓 |
| DIN | DINE BRANDS GLOBAL INC | $80.89万 | 0.43% | 31,720 | -2,448 | -7.2% | -$6.24万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $80.16万 | 0.43% | 6,280 | 40 | 0.6% | $5,106 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $78.83万 | 0.42% | 3,780 | -1,589 | -29.6% | -$33.14万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $77.60万 | 0.42% | 3,301 | 333 | 11.2% | $7.83万 | 加仓 |
| WCC | WESCO INTL INC | $76.69万 | 0.41% | 2,764 | -73 | -2.6% | -$2.03万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $76.69万 | 0.41% | 5,657 | -441 | -7.2% | -$5.98万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $70.06万 | 0.38% | 3,748 | -285 | -7.1% | -$5.33万 | 减仓 |
| NEM | NEWMONT CORP | $65.74万 | 0.35% | 5,764 | -3,747 | -39.4% | -$42.73万 | 减仓 |
| CRESY | CRESUD S A C I F Y A | $65.45万 | 0.35% | 52,028 | 966 | 1.9% | $1.22万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $64.03万 | 0.34% | 5,485 | -100 | -1.8% | -$1.17万 | 减仓 |
| MELI | MERCADOLIBRE INC | $63.65万 | 0.34% | 371 | 68 | 22.4% | $11.67万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $59.37万 | 0.32% | 15,727 | 15,727 | — | $59.37万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $58.58万 | 0.31% | 16,359 | -2,415 | -12.9% | -$8.65万 | 减仓 |
| TRP | TC ENERGY CORP | $54.76万 | 0.29% | 8,643 | -815 | -8.6% | -$5.16万 | 减仓 |
| FVR | FRONTVIEW REIT INC | $54.26万 | 0.29% | 34,937 | 6,412 | 22.5% | $9.96万 | 加仓 |
| SII | SPROTT INC | $51.23万 | 0.28% | 3,638 | -1,186 | -24.6% | -$16.70万 | 减仓 |
| — | EXXON MOBIL CORP | $49.01万 | 0.26% | 3,050 | -95 | -3.0% | -$1.53万 | 减仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $48.77万 | 0.26% | 93,067 | 350 | 0.4% | $1,834 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $48.61万 | 0.26% | 3,432 | 501 | 17.1% | $7.10万 | 加仓 |
| GOOG | ALPHABET INC | $42.99万 | 0.23% | 1,460 | 19 | 1.3% | $5,595 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $40.00万 | 0.22% | 16,970 | -8,005 | -32.1% | -$18.87万 | 减仓 |
| AAPL | APPLE INC | $38.75万 | 0.21% | 1,514 | 177 | 13.2% | $4.53万 | 加仓 |
| OC | OWENS CORNING NEW | $38.32万 | 0.21% | 3,621 | 1,199 | 49.5% | $12.69万 | 加仓 |
| — | ATKORE INC | $36.55万 | 0.20% | 5,942 | -1,582 | -21.0% | -$9.73万 | 减仓 |
| PSX | PHILLIPS 66 | $35.37万 | 0.19% | 2,007 | 23 | 1.2% | $4,053 | 加仓 |
| UMH | UMH PPTYS INC | $33.48万 | 0.18% | 22,950 | 1,850 | 8.8% | $2.70万 | 加仓 |
| BTU | PEABODY ENGR CORP | $31.59万 | 0.17% | 9,412 | -2,627 | -21.8% | -$8.82万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $31.23万 | 0.17% | 4,141 | -3,756 | -47.6% | -$28.33万 | 减仓 |
| VLTO | VERALTO CORP | $31.09万 | 0.17% | 3,533 | 336 | 10.5% | $2.96万 | 加仓 |
| HGTY | HAGERTY INC | $28.80万 | 0.15% | 26,250 | -2,850 | -9.8% | -$3.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $25.67万 | 0.14% | 1,290 | -117 | -8.3% | -$2.33万 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $25.28万 | 0.14% | 53,900 | 1,800 | 3.5% | $8,442 | 加仓 |
| SSNC | SS&C TECH HLDGS | $23.67万 | 0.13% | 3,464 | -300 | -8.0% | -$2.05万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $23.63万 | 0.13% | 2,490 | -752 | -23.2% | -$7.14万 | 减仓 |
| ARW | ARROW ELECTRS INC | $21.22万 | 0.11% | 1,455 | -546 | -27.3% | -$7.96万 | 减仓 |
| NE | NOBLE CORP PLC | $20.47万 | 0.11% | 4,105 | -20,425 | -83.3% | -$101.84万 | 重新持有 |
| CE | CELANESE CORP DEL | $20.26万 | 0.11% | 3,162 | 3,162 | — | $20.26万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $17.75万 | 0.10% | 11,600 | -700 | -5.7% | -$1.07万 | 减仓 |
| NEM | NEWMONT CORP 看涨期权 | $10.26万 | 0.06% | 900 | -1,200 | -57.1% | -$13.69万 | 减仓 |
| DIN | DINE BRANDS GLOBAL INC 看涨期权 | $5.10万 | 0.03% | 2,000 | -500 | -20.0% | -$1.27万 | 减仓 |
| RGLD | ROYAL GOLD INC 看涨期权 | $2.63万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL 看涨期权 | $2.56万 | 0.01% | 400 | 400 | — | $2.56万 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $1.41万 | 0.01% | 18,250 | -12,238 | -40.1% | -$9,424 | 减仓 |
| QCOM | QUALCOMM INC 看涨期权 | $1.27万 | 0.01% | 100 | 100 | — | $1.27万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -164,653 | -100.0% | -$236.28万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -10,156 | -100.0% | -$80.91万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -11,468 | -100.0% | -$54.03万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,249 | -100.0% | -$35.88万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -4,355 | -100.0% | -$32.07万 | 清仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $0 | 0.00% | 0 | -16,575 | -100.0% | -$31.39万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,271 | -100.0% | -$31.14万 | 清仓 |