PENN DAVIS MCFARLAND INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BSM | 1.97M | $26.15M |
 | ROIV | 1.86M | $40.32M |
 | KMI | 1.73M | $47.43M |
 | EPD | 1.18M | $37.87M |
 | PYPL | 681K | $39.75M |
 | MTCH | 525K | $16.96M |
 | SHEL | 502K | $36.86M |
 | NVDA | 500K | $93.26M |
 | BUD | 487K | $31.18M |
 | GOOG | 462K | $144.84M |
 | LVS | 405K | $26.36M |
 | BMY | 338K | $18.25M |
 | SFM | 224K | $17.83M |
 | RTX | 193K | $35.40M |
 | QCOM | 190K | $32.53M |
 | AAPL | 182K | $49.45M |
 | GOOGL | 172K | $53.88M |
 | PFE | 171K | $4.27M |
 | UNH | 137K | $45.34M |
 | SIRI | 136K | $2.72M |
Black Stone Minerals, L.P.
BSM
Shares Held
1.97M
Value
$26.15M
Roivant Sciences Ltd.
ROIV
Shares Held
1.86M
Value
$40.32M
Kinder Morgan, Inc.
KMI
Shares Held
1.73M
Value
$47.43M
Enterprise Products Partners L.P.
EPD
Shares Held
1.18M
Value
$37.87M
PayPal Holdings, Inc.
PYPL
Shares Held
681K
Value
$39.75M
Match Group, Inc.
MTCH
Shares Held
525K
Value
$16.96M
Shell plc
SHEL
Shares Held
502K
Value
$36.86M
NVIDIA Corporation
NVDA
Shares Held
500K
Value
$93.26M
Anheuser-Busch InBev SA/NV
BUD
Shares Held
487K
Value
$31.18M
Alphabet Inc.
GOOG
Shares Held
462K
Value
$144.84M
Las Vegas Sands Corp.
LVS
Shares Held
405K
Value
$26.36M
Bristol-Myers Squibb Company
BMY
Shares Held
338K
Value
$18.25M
Sprouts Farmers Market, Inc.
SFM
Shares Held
224K
Value
$17.83M
RTX Corporation
RTX
Shares Held
193K
Value
$35.40M
QUALCOMM Incorporated
QCOM
Shares Held
190K
Value
$32.53M
Apple Inc.
AAPL
Shares Held
182K
Value
$49.45M
Alphabet Inc.
GOOGL
Shares Held
172K
Value
$53.88M
Pfizer Inc.
PFE
Shares Held
171K
Value
$4.27M
UnitedHealth Group Incorporated
UNH
Shares Held
137K
Value
$45.34M
Sirius XM Holdings Inc.
SIRI
Shares Held
136K
Value
$2.72M