13F 机构持仓

MSRH, LLC

New York NY · SEC CIK 0002122489

2026Q22026Q1 更早 9 个季度 🔒
$1.13亿2026Q1 申报市值
29持仓数
99.8%前十大占比 · 第一大 62.8%
5 / 4新建仓 / 清仓
申报市值走势$1.13亿2026Q1
26Q1

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TPL 62.8%
GBTC 19.6%
LB 5.7%
PBT 4.6%
BTC 2.7%
HE 2.2%
MSB 1.3%
HHH 0.3%
WBI 0.3%
MIAX 0.2%

2026Q1 买入最多 按季末市值估算

HE 加仓+$28.75万
MIAX 新建仓+$28.02万
PBT 加仓+$2.80万
CCL 新建仓+$1.18万
ROYAL CARIBBEAN 新建仓+$8,806

2026Q1 卖出最多 按季末市值估算

TPL 减仓-$36.64万
WPM 减仓-$18.04万
GBTC 减仓-$12.97万
FWONA 清仓-$10.09万
FNV 清仓-$9.76万

2026Q1 持仓明细 点表头排序

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
FWONA LIBERTY MEDIA CORP-LIB-NEW-A $00.00%0 -1,129-100.0% -$10.09万 清仓
FNV Franco-Nevada Corp $00.00%0 -471-100.0% -$9.76万 清仓
BATRK ATLANTA BRAVES HOLDINGS IN-C $00.00%0 -117-100.0% -$4,616 清仓
— GCI LIBERTY INC - CLASS A $00.00%0 -3,360-100.0% — 清仓
— CANTON STRATEGIC HOLDINGS IN $70.00%2 2— $7 新建仓
ET ENERGY TRANSFER LP $390.00%2 00.0% — 不变
PAA PLAINS ALL AMER PIPELINE LP $450.00%2 00.0% — 不变
FRMI FERMI INC $1870.00%32 18128.6% $105 加仓
TMQ TRILOGY METALS INC $2370.00%66 00.0% — 不变
BUR BURFORD CAPITAL LTD $3250.00%76 76— $325 新建仓
SLV iShares Silver Trust $5450.00%8 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $5720.00%6 5500.0% $477 加仓
TRC Tejon Ranch Co $1,5260.00%81 00.0% — 不变
NG Novagold Resources Inc $3,5920.00%400 00.0% — 不变
IBIT ISHARES BITCOIN TRUST $3,9190.00%102 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $5,7640.01%44 -1,377-96.9% -$18.04万 减仓
ARLP ALLIANCE RESOURCE PARTNERS $8,1840.01%296 00.0% — 不变
— BAKKT HOLDINGS INC $8,4420.01%1,147 00.0% — 不变
— ROYAL CARIBBEAN GROUP $8,8060.01%32 32— $8,806 新建仓
CCL CARNIVAL CORP $1.18万0.01%455 455— $1.18万 新建仓
SEG SEAPORT ENTERTAINMENT GROUP $2.69万0.02%1,254 00.0% — 不变
CVEO CIVEO CORP $3.14万0.03%1,188 00.0% — 不变
NVO Novo Nordisk A/S $6.86万0.06%1,868 00.0% — 不变
MIAX MIAMI INTERNATIONAL HOLDINGS $28.02万0.25%7,200 7,200— $28.02万 新建仓
WBI WATERBRIDGE INFRASTRUC-CL A $33.49万0.30%12,500 00.0% — 不变
HHH HOWARD HUGHES HOLDINGS INC $37.96万0.34%6,000 -1,200-16.7% -$7.59万 减仓
MSB Mesabi Trust $142.11万1.26%45,114 00.0% — 不变
HE Hawaiian Electric Industries Inc $248.51万2.20%167,460 19,37513.1% $28.75万 加仓
BTC GRAYSCALE BITCOIN MINI TRUST $309.50万2.74%103,200 00.0% — 不变
PBT Permian Basin Royalty Trust $517.22万4.58%240,342 1,3020.5% $2.80万 加仓
LB LANDBRIDGE CO LLC-A $647.39万5.73%93,756 -110-0.1% -$7,596 减仓
GBTC Grayscale Bitcoin Trust $2,213.92万19.61%419,620 -2,458-0.6% -$12.97万 减仓
TPL TEXAS PACIFIC LAND CORP $7,092.68万62.83%149,458 -772-0.5% -$36.64万 减仓