§ 13F · FUND PROFILE
SANTA MONICA PARTNERS LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $171.5B (13F)Positions · 13Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Incorporated - Common Stock | 102K | $58.3B | 35.4% | ±0% |
| 2 | TPLUSD | Texas Pacific Land Corp. - Common Stock | 162K | $46.5B | 28.2% | +200% |
| 3 | BCPC | Balchem Corp. - Common Stock | 117K | $17.9B | 10.9% | −3% |
| 4 | BELFB | Bel Fuse Inc. - Class B Common Stock | 68K | $11.5B | 7.0% | ±0% |
| 5 | BR | Broadridge Financial Solutions, Inc. - Common Stock | 41K | $9.1B | 5.5% | ±0% |
| 6 | GRMN | Garmin Ltd. - Common Stock | 41K | $8.3B | 5.0% | ±0% |
| 7 | GBTC | Grayscale Bitcoin Trust ETF | 65K | $4.4B | 2.7% | ±0% |
| 8 | BELFA | Bel Fuse Inc. - Class A Common Stock | 23K | $3.6B | 2.2% | ±0% |
| 9 | BRK/A | Berkshire Hathaway Inc. Common Stock | 4 | $3.0B | 1.8% | ±0% |
| 10 | LB | Landbridge Company - Common Stock | 18K | $882M | 0.5% | −36% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SANTA SIGNAL
AC read
SANTA MONICA PARTNERS LP is a Other fund managing $171.5 trillion in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed