PENN DAVIS MCFARLAND INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BSM | 1.92M | $25.21M |
 | ROIV | 1.86M | $28.17M |
 | KMI | 1.73M | $48.95M |
 | EPD | 1.18M | $37.02M |
 | PYPL | 647K | $43.38M |
 | SIRI | 634K | $14.76M |
 | NVDA | 520K | $97.07M |
 | SHEL | 503K | $35.95M |
 | MTCH | 482K | $17.03M |
 | GOOG | 464K | $113.09M |
 | BUD | 464K | $27.66M |
 | LVS | 406K | $21.86M |
 | BMY | 352K | $15.86M |
 | RTX | 193K | $32.37M |
 | QCOM | 190K | $31.69M |
 | AAPL | 183K | $46.59M |
 | GOOGL | 173K | $42.15M |
 | SFM | 172K | $18.75M |
 | UNH | 136K | $46.85M |
 | CHKP | 123K | $25.38M |
Black Stone Minerals, L.P.
BSM
Shares Held
1.92M
Value
$25.21M
Roivant Sciences Ltd.
ROIV
Shares Held
1.86M
Value
$28.17M
Kinder Morgan, Inc.
KMI
Shares Held
1.73M
Value
$48.95M
Enterprise Products Partners L.P.
EPD
Shares Held
1.18M
Value
$37.02M
PayPal Holdings, Inc.
PYPL
Shares Held
647K
Value
$43.38M
Sirius XM Holdings Inc.
SIRI
Shares Held
634K
Value
$14.76M
NVIDIA Corporation
NVDA
Shares Held
520K
Value
$97.07M
Shell plc
SHEL
Shares Held
503K
Value
$35.95M
Match Group, Inc.
MTCH
Shares Held
482K
Value
$17.03M
Alphabet Inc.
GOOG
Shares Held
464K
Value
$113.09M
Anheuser-Busch InBev SA/NV
BUD
Shares Held
464K
Value
$27.66M
Las Vegas Sands Corp.
LVS
Shares Held
406K
Value
$21.86M
Bristol-Myers Squibb Company
BMY
Shares Held
352K
Value
$15.86M
RTX Corporation
RTX
Shares Held
193K
Value
$32.37M
QUALCOMM Incorporated
QCOM
Shares Held
190K
Value
$31.69M
Apple Inc.
AAPL
Shares Held
183K
Value
$46.59M
Alphabet Inc.
GOOGL
Shares Held
173K
Value
$42.15M
Sprouts Farmers Market, Inc.
SFM
Shares Held
172K
Value
$18.75M
UnitedHealth Group Incorporated
UNH
Shares Held
136K
Value
$46.85M
Check Point Software Technologies Ltd.
CHKP
Shares Held
123K
Value
$25.38M