Titelia

Holdings of Kinetics Spin-Off and Corporate Restructuring Fund

Kinetics Mutual Funds · Original filing · Compare with another fund · Report an error

Net assets
40.2M $ including 37.6M $ in equities, 93.6 %
Positions
32 in 6 countries
Top ten
92.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Texas Pacific Land Corp 65,16730.9M $76.93 %
2Landbridge Co LLC 28,6702M $4.92 %
3Associated Capital Group Inc 34,3001.3M $3.35 %
4Hawaiian Electric Industries Inc 82,9001.2M $3.06 %
5GAMCO Investors Inc 17,000408K $1.02 %
6WaterBridge Infrastructure LLC 14,098377.7K $0.94 %
7PrairieSky Royalty Ltd 12,000277.8K $0.69 %
8Civeo Corp 9,000238.1K $0.59 %
9Grayscale Bitcoin Mini Trust E 4,884146.5K $0.36 %
10White Mountains Insurance Group Ltd 58127.4K $0.32 %
11Miami International Holdings Inc 2,54899.2K $0.25 %
12Atlanta Braves Holdings Inc 1,69472.3K $0.18 %
13Galaxy Digital Inc 3,60066.4K $0.17 %
14Eagle Materials Inc 34264.8K $0.16 %
15Fairfax India Holdings Corp 2,80044.9K $0.11 %
16Urbana Corp 6,23443.1K $0.11 %
17General Electric Co 10028.4K $0.07 %
18Liberty Energy Inc 97228K $0.07 %
19GE Vernova Inc 2521.8K $0.05 %
20Grayscale Bitcoin Cash Trust 6,07320.3K $0.05 %
21Mesabi Trust 55017.3K $0.04 %
22Urbana Corp 1,6009.9K $0.02 %
23Knife River Corp 1008.2K $0.02 %
24iShares Bitcoin Trust ETF 1465.6K $0.01 %
25Seaport Entertainment Group Inc 1884K $0.01 %
26Fairfax Financial Holdings Ltd 23.4K $0.01 %
27Toei Animation Co Ltd 2003.3K $0.01 %
28Grayscale Bitcoin Trust ETF 603.2K $0.01 %
29Anglo American PLC 631.4K $0.00 %
30EchoStar Corp 4468.3 $0.00 %
31Valterra Platinum Ltd 22311.1 $0.00 %
32Grayscale Litecoin Trust 2497.9 $0.00 %

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Sector breakdown

  • Industrials 0.1 %
  • Unattributed 99.9 %

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

Currency breakdown

  • USD 99.1 %
  • CAD 0.9 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.6 %
  • Canada 1.0 %
  • Bermuda 0.3 %
  • Japan 0.0 %
  • United Kingdom 0.0 %
  • South Africa 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2337.1M $98.64 %
2Canada5379.1K $1.01 %
3Bermuda1127.4K $0.34 %
4Japan13.3K $0.01 %
5United Kingdom11.4K $0.00 %
6South Africa1311.1 $0.00 %
Cite this page

Titelia. "Holdings of Kinetics Spin-Off and Corporate Restructuring Fund". https://titelia.com/en/funds/S000058593