Titelia

Holdings of Kinetics Paradigm Portfolio

Kinetics Portfolios Trust · Original filing · Compare with another fund · Report an error

Net assets
1.4B $ including 1.3B $ in equities, 95.5 %
Positions
41 in 5 countries
Top ten
92.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Texas Pacific Land Corp 2,024,398960.7M $69.29 %
2Grayscale Bitcoin Trust ETF 1,946,400102.7M $7.41 %
3Landbridge Co LLC 916,40063.3M $4.56 %
4Hawaiian Electric Industries Inc 3,504,00052M $3.75 %
5Brookfield Corp 849,60034.4M $2.48 %
6Cboe Global Markets Inc 60,00016.9M $1.22 %
7Live Nation Entertainment Inc 90,00013.7M $0.99 %
8CACI International Inc 24,00013.1M $0.94 %
9Grayscale Bitcoin Mini Trust E 389,28011.7M $0.84 %
10Associated Capital Group Inc 260,29010.2M $0.74 %
11Brookfield Asset Management Ltd 160,0007.1M $0.51 %
12Franco-Nevada Corp 24,0005.9M $0.43 %
13Carnival Corp 215,0005.6M $0.40 %
14Clarkson PLC 70,0004.3M $0.31 %
15Howard Hughes Holdings Inc 58,0003.7M $0.26 %
16Royal Caribbean Cruises Ltd 10,2002.8M $0.20 %
17Onex Corp 32,0002.3M $0.17 %
18Civeo Corp 83,7672.2M $0.16 %
19White Mountains Insurance Group Ltd 9242M $0.15 %
20Miami International Holdings Inc 45,6001.8M $0.13 %
21Wheaton Precious Metals Corp 12,0001.6M $0.11 %
22PrairieSky Royalty Ltd 60,0001.4M $0.10 %
23WaterBridge Infrastructure LLC 50,0001.3M $0.10 %
24Mesabi Trust 41,8001.3M $0.10 %
25Seaport Entertainment Group Inc 30,000644.4K $0.05 %
26Fermi Inc 40,000233.6K $0.02 %
27Atlanta Braves Holdings Inc 4,842206.8K $0.01 %
28Markel Group Inc 100191.4K $0.01 %
29Broadridge Financial Solutions Inc 1,000162.5K $0.01 %
30Fairfax India Holdings Corp 8,400134.8K $0.01 %
31Partners Value Investments LP 8,00098.8K $0.01 %
32CRIMSON WINE GROUP LTD 10,00044.1K $0.00 %
33Investor AB 1,00037.4K $0.00 %
34NRG Energy Inc 14821.6K $0.00 %
35Circle Internet Group Inc 20019.1K $0.00 %
36Fairfax Financial Holdings Ltd 23.4K $0.00 %
37Urbana Corp 4002.8K $0.00 %
38Urbana Corp 4002.5K $0.00 %
39Kinnevik AB 2001.1K $0.00 %
40Grayscale Ethereum Classic Tru 1252.8 $
41Grayscale Litecoin Trust 832.6 $

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Sector breakdown

  • Financials 3.9 %
  • Communication 1.0 %
  • Consumer discretionary 0.6 %
  • Materials 0.6 %
  • Unattributed 93.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.6 %
  • GBP 0.3 %
  • CAD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.1 %
  • Canada 3.5 %
  • United Kingdom 0.3 %
  • Bermuda 0.2 %
  • Sweden 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States271.3B $96.06 %
2Canada1045.8M $3.46 %
3United Kingdom14.3M $0.32 %
4Bermuda12M $0.15 %
5Sweden238.5K $0.00 %
Cite this page

Titelia. "Holdings of Kinetics Paradigm Portfolio". https://titelia.com/en/funds/S000007853