PENN DAVIS MCFARLAND INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BSM | 1.96M | $29.63M |
 | KMI | 1.71M | $57.26M |
 | ROIV | 1.59M | $44.12M |
 | EPD | 1.18M | $44.50M |
 | PYPL | 677K | $30.64M |
 | MTCH | 525K | $16.12M |
 | NVDA | 498K | $86.91M |
 | SHEL | 497K | $46.23M |
 | BUD | 485K | $33.66M |
 | GOOG | 431K | $123.71M |
 | LVS | 401K | $21.63M |
 | BMY | 336K | $20.39M |
 | SFM | 223K | $17.22M |
 | QCOM | 189K | $24.36M |
 | RTX | 187K | $36.00M |
 | AAPL | 179K | $45.54M |
 | PFE | 170K | $4.78M |
 | CRM | 155K | $28.98M |
 | UNH | 136K | $36.89M |
 | VZ | 133K | $6.69M |
Black Stone Minerals, L.P.
BSM
Shares Held
1.96M
Value
$29.63M
Kinder Morgan, Inc.
KMI
Shares Held
1.71M
Value
$57.26M
Roivant Sciences Ltd.
ROIV
Shares Held
1.59M
Value
$44.12M
Enterprise Products Partners L.P.
EPD
Shares Held
1.18M
Value
$44.50M
PayPal Holdings, Inc.
PYPL
Shares Held
677K
Value
$30.64M
Match Group, Inc.
MTCH
Shares Held
525K
Value
$16.12M
NVIDIA Corporation
NVDA
Shares Held
498K
Value
$86.91M
Shell plc
SHEL
Shares Held
497K
Value
$46.23M
Anheuser-Busch InBev SA/NV
BUD
Shares Held
485K
Value
$33.66M
Alphabet Inc.
GOOG
Shares Held
431K
Value
$123.71M
Las Vegas Sands Corp.
LVS
Shares Held
401K
Value
$21.63M
Bristol-Myers Squibb Company
BMY
Shares Held
336K
Value
$20.39M
Sprouts Farmers Market, Inc.
SFM
Shares Held
223K
Value
$17.22M
QUALCOMM Incorporated
QCOM
Shares Held
189K
Value
$24.36M
RTX Corporation
RTX
Shares Held
187K
Value
$36.00M
Apple Inc.
AAPL
Shares Held
179K
Value
$45.54M
Pfizer Inc.
PFE
Shares Held
170K
Value
$4.78M
Salesforce, Inc.
CRM
Shares Held
155K
Value
$28.98M
UnitedHealth Group Incorporated
UNH
Shares Held
136K
Value
$36.89M
Verizon Communications Inc.
VZ
Shares Held
133K
Value
$6.69M