MSRH, LLC
New York NY · SEC CIK 0002122489
$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
26Q1
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORP | $7,092.68万 | 62.83% | 149,458 | -772 | -0.5% | -$36.64万 | 减仓 |
| GBTC | Grayscale Bitcoin Trust | $2,213.92万 | 19.61% | 419,620 | -2,458 | -0.6% | -$12.97万 | 减仓 |
| LB | LANDBRIDGE CO LLC-A | $647.39万 | 5.73% | 93,756 | -110 | -0.1% | -$7,596 | 减仓 |
| PBT | Permian Basin Royalty Trust | $517.22万 | 4.58% | 240,342 | 1,302 | 0.5% | $2.80万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST | $309.50万 | 2.74% | 103,200 | 0 | 0.0% | — | 不变 |
| HE | Hawaiian Electric Industries Inc | $248.51万 | 2.20% | 167,460 | 19,375 | 13.1% | $28.75万 | 加仓 |
| MSB | Mesabi Trust | $142.11万 | 1.26% | 45,114 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $37.96万 | 0.34% | 6,000 | -1,200 | -16.7% | -$7.59万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUC-CL A | $33.49万 | 0.30% | 12,500 | 0 | 0.0% | — | 不变 |
| MIAX | MIAMI INTERNATIONAL HOLDINGS | $28.02万 | 0.25% | 7,200 | 7,200 | — | $28.02万 | 新建仓 |
| NVO | Novo Nordisk A/S | $6.86万 | 0.06% | 1,868 | 0 | 0.0% | — | 不变 |
| CVEO | CIVEO CORP | $3.14万 | 0.03% | 1,188 | 0 | 0.0% | — | 不变 |
| SEG | SEAPORT ENTERTAINMENT GROUP | $2.69万 | 0.02% | 1,254 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.18万 | 0.01% | 455 | 455 | — | $1.18万 | 新建仓 |
| — | ROYAL CARIBBEAN GROUP | $8,806 | 0.01% | 32 | 32 | — | $8,806 | 新建仓 |
| — | BAKKT HOLDINGS INC | $8,442 | 0.01% | 1,147 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS | $8,184 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $5,764 | 0.01% | 44 | -1,377 | -96.9% | -$18.04万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST | $3,919 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| NG | Novagold Resources Inc | $3,592 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TRC | Tejon Ranch Co | $1,526 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $572 | 0.00% | 6 | 5 | 500.0% | $477 | 加仓 |
| SLV | iShares Silver Trust | $545 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LTD | $325 | 0.00% | 76 | 76 | — | $325 | 新建仓 |
| TMQ | TRILOGY METALS INC | $237 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $187 | 0.00% | 32 | 18 | 128.6% | $105 | 加仓 |
| PAA | PLAINS ALL AMER PIPELINE LP | $45 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER LP | $39 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CANTON STRATEGIC HOLDINGS IN | $7 | 0.00% | 2 | 2 | — | $7 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP-LIB-NEW-A | $0 | 0.00% | 0 | -1,129 | -100.0% | -$10.09万 | 清仓 |
| FNV | Franco-Nevada Corp | $0 | 0.00% | 0 | -471 | -100.0% | -$9.76万 | 清仓 |
| BATRK | ATLANTA BRAVES HOLDINGS IN-C | $0 | 0.00% | 0 | -117 | -100.0% | -$4,616 | 清仓 |
| — | GCI LIBERTY INC - CLASS A | $0 | 0.00% | 0 | -3,360 | -100.0% | — | 清仓 |