Meixler Investment Management, Ltd.
Net buyer this quarter
$181M
85
+$2.7M
45.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PHYS | $16.4M | 9.07% | 0.11% | -0.8% | Q4 2021 |
 BRK.B | $14.3M | 7.89% | Not reported | -0.3% | Q4 2021 |
 NRP | $9.47M | 5.23% | 0.74% | +4.7% | Q4 2022 |
 DMLP | $9.32M | 5.15% | 0.76% | -4.1% | Q4 2021 |
 EXP | $6.77M | 3.74% | 0.10% | +4.6% | Q1 2024 |
 EPD | $6.34M | 3.50% | 0.01% | +10.6% | Q4 2021 |
 SU | $6.14M | 3.39% | 0.01% | -15.2% | Q4 2021 |
 OKE | $5.11M | 2.82% | 0.01% | +10.4% | Q2 2023 |
 RGLD | $4.44M | 2.45% | 0.03% | +30.7% | Q1 2022 |
 ESAB | $4.37M | 2.41% | 0.07% | +83.1% | Q1 2026 |
 TYG | $4.15M | 2.29% | Not reported | -6.9% | Q4 2024 |
 LMT | $4.01M | 2.22% | 0.00% | +29.0% | Q4 2021 |
 CNQ | $3.96M | 2.19% | 0.00% | -13.8% | Q4 2021 |
 KMI | $3.23M | 1.79% | 0.00% | +2.7% | Q3 2025 |
 FNV | $3.2M | 1.77% | 0.01% | -0.5% | Q4 2021 |
 KNF | $3.02M | 1.67% | 0.06% | +3.3% | Q3 2025 |
 WPC | $2.92M | 1.61% | 0.02% | -0.4% | Q4 2024 |
 CP | $2.86M | 1.58% | 0.00% | +6.7% | Q3 2025 |
 OUNZ | $2.85M | 1.57% | 0.11% | +1.9% | Q1 2025 |
 HON | $2.71M | 1.50% | 0.00% | +9.3% | Q4 2021 |
 HONA | $2.67M | 1.47% | Not reported | +9.0% | Q2 2026 |
 SKYH | $2.67M | 1.47% | Not reported | -2.9% | Q4 2022 |
 TGS | $2.6M | 1.44% | 0.01% | +43.1% | Q1 2026 |
 REXR | $2.24M | 1.24% | 0.03% | +84.4% | Q4 2024 |
 MUSA | $2.17M | 1.20% | 0.02% | -12.2% | Q4 2025 |
| MDV | $2.11M | 1.16% | 1.17% | -29.3% | Q4 2025 |
 FRPH | $1.77M | 0.98% | 0.37% | +0.5% | Q4 2024 |
 ET | $1.73M | 0.96% | 0.00% | +4.1% | Q1 2026 |
 PAG | $1.67M | 0.92% | 0.01% | +1.1% | Q3 2025 |
 OR | $1.5M | 0.83% | 0.03% | -3.3% | Q2 2025 |
| BRK.A | $1.5M | 0.83% | Not reported | Not reported | Q4 2025 |
 QCOM | $1.48M | 0.82% | 0.00% | -31.0% | Q4 2021 |
 ENB | $1.47M | 0.81% | 0.00% | -6.9% | Q3 2024 |
 LOW | $1.45M | 0.80% | 0.00% | -3.4% | Q4 2021 |
 SOLS | $1.41M | 0.78% | 0.01% | +3.6% | Q4 2025 |
 BOC | $1.31M | 0.72% | 0.32% | -5.8% | Q3 2024 |
 LECO | $1.27M | 0.70% | 0.01% | +15.5% | Q1 2025 |
 CAAP | $1.26M | 0.70% | 0.03% | -0.2% | Q1 2024 |
 HD | $1.12M | 0.62% | 0.00% | -0.3% | Q4 2021 |
 FERG | $1.11M | 0.61% | 0.00% | +41.2% | Q2 2025 |
 DIN | $1.08M | 0.60% | 0.24% | -5.1% | Q4 2025 |
 LEGH | $1.08M | 0.60% | 0.17% | -42.0% | Q4 2021 |
 GOOGL | $997K | 0.55% | 0.00% | -5.3% | Q4 2021 |
 TRMB | $968K | 0.53% | 0.01% | +3.8% | Q1 2024 |
 WCC | $955K | 0.53% | 0.01% | Not reported | Q1 2024 |
 AMRZ | $879K | 0.49% | 0.00% | -0.6% | Q3 2025 |
 VAL | $861K | 0.48% | 0.02% | -17.0% | Q2 2023 |
 JOE | $855K | 0.47% | 0.02% | -4.7% | Q1 2023 |
 PRSU | $827K | 0.46% | 0.05% | -6.0% | Q1 2026 |
 FVR | $817K | 0.45% | 0.17% | +15.6% | Q4 2025 |
| Q1 2026 | |||||
| PHYS | $19.4M | 10.44% | 0.12% | -7.5% | Q4 2021 |
| BRK.B | $13.7M | 7.35% | Not reported | +0.5% | Q4 2021 |
| NRP | $11.4M | 6.14% | 0.70% | -1.4% | Q4 2022 |
| DMLP | $10.8M | 5.79% | 0.80% | -7.2% | Q4 2021 |
| SU | $8.89M | 4.78% | 0.01% | -24.2% | Q4 2021 |
| EPD | $5.85M | 3.15% | 0.01% | +9.0% | Q4 2021 |
| CNQ | $5.52M | 2.97% | 0.01% | -17.7% | Q4 2021 |
| EXP | $5.41M | 2.91% | 0.09% | +23.7% | Q1 2024 |
| HON | $5.09M | 2.73% | 0.00% | +5.0% | Q4 2021 |
| TYG | $4.84M | 2.60% | Not reported | +8.1% | Q4 2024 |
| OKE | $4.7M | 2.53% | 0.01% | +30.4% | Q2 2023 |
| RGLD | $4.47M | 2.40% | 0.02% | +26.5% | Q1 2022 |
| FNV | $3.97M | 2.14% | 0.01% | -11.2% | Q4 2021 |
| LMT | $3.8M | 2.04% | 0.00% | -0.3% | Q4 2021 |
| OUNZ | $3.26M | 1.75% | 0.11% | -0.3% | Q1 2025 |
| KMI | $3.25M | 1.75% | 0.00% | +14.0% | Q3 2025 |
| WPC | $2.88M | 1.55% | 0.02% | +8.3% | Q4 2024 |
| SKYH | $2.72M | 1.46% | Not reported | -1.5% | Q4 2022 |
| KNF | $2.58M | 1.39% | 0.06% | +15.4% | Q3 2025 |
| MDV | $2.54M | 1.37% | 1.66% | +141.2% | Q4 2025 |
| CP | $2.44M | 1.31% | 0.00% | +12.0% | Q3 2025 |
| ESAB | $2.38M | 1.28% | 0.04% | New | Q1 2026 |
| MUSA | $2.3M | 1.24% | 0.02% | +15.5% | Q4 2025 |
| TGS | $2.16M | 1.16% | 0.01% | New | Q1 2026 |
| OR | $1.97M | 1.06% | 0.03% | -13.6% | Q2 2025 |
| ET | $1.64M | 0.88% | 0.00% | New | Q1 2026 |
| ENB | $1.58M | 0.85% | 0.00% | -21.8% | Q3 2024 |
| LOW | $1.57M | 0.85% | 0.00% | -5.0% | Q4 2021 |
| FRPH | $1.56M | 0.84% | 0.37% | +3.8% | Q4 2024 |
| QCOM | $1.47M | 0.79% | 0.00% | +77.0% | Q4 2021 |
| LEGH | $1.46M | 0.78% | 0.30% | -47.7% | Q4 2021 |
| BRK.A | $1.43M | 0.77% | Not reported | Not reported | Q4 2025 |
| VAL | $1.4M | 0.75% | 0.02% | -37.7% | Q2 2023 |
| PAG | $1.38M | 0.74% | 0.01% | +8.5% | Q3 2025 |
| CAAP | $1.29M | 0.69% | 0.03% | -4.5% | Q1 2024 |
| BOC | $1.26M | 0.67% | 0.34% | -3.5% | Q3 2024 |
| REXR | $1.2M | 0.65% | 0.02% | +219.0% | Q4 2024 |
| TRMB | $1.19M | 0.64% | 0.01% | +50.4% | Q1 2024 |
| SOLS | $1.17M | 0.63% | 0.01% | +36.1% | Q4 2025 |
| HD | $1.03M | 0.55% | 0.00% | -2.0% | Q4 2021 |
| LECO | $1.01M | 0.54% | 0.01% | -19.0% | Q1 2025 |
| JOE | $934K | 0.50% | 0.02% | -12.1% | Q1 2023 |
 IMO | $920K | 0.49% | 0.00% | -18.3% | Q4 2021 |
| AMRZ | $900K | 0.48% | 0.00% | +2.1% | Q3 2025 |
 VOXR | $885K | 0.48% | 0.25% | -10.7% | Q4 2022 |
| GOOGL | $872K | 0.47% | 0.00% | -0.3% | Q4 2021 |
| DIN | $809K | 0.43% | 0.24% | -7.2% | Q4 2025 |
 LAMR | $802K | 0.43% | Not reported | +0.6% | Q3 2022 |
 AEM | $788K | 0.42% | 0.00% | -29.6% | Q4 2021 |
| FERG | $776K | 0.42% | 0.00% | +11.2% | Q2 2025 |
| Q4 2025 | |||||
| PHYS | $19.6M | 11.88% | 0.12% | -2.9% | Q4 2021 |
| BRK.B | $14.3M | 8.69% | Not reported | +1.0% | Q4 2021 |
| NRP | $9.87M | 5.98% | 0.72% | +21.2% | Q4 2022 |
| DMLP | $9.27M | 5.62% | 0.86% | +0.1% | Q4 2021 |
| SU | $7.89M | 4.79% | 0.01% | -28.1% | Q4 2021 |
| EXP | $4.81M | 2.92% | 0.07% | +15.8% | Q1 2024 |
| CNQ | $4.78M | 2.90% | 0.01% | -26.3% | Q4 2021 |
| EPD | $4.58M | 2.78% | 0.01% | +14.6% | Q4 2021 |
| HON | $4.12M | 2.50% | 0.00% | +18.2% | Q4 2021 |
| TYG | $3.93M | 2.39% | Not reported | +3.6% | Q4 2024 |
| FNV | $3.6M | 2.18% | 0.01% | -7.8% | Q4 2021 |
| OUNZ | $3.01M | 1.83% | 0.12% | +1.2% | Q1 2025 |
| OKE | $3M | 1.82% | 0.01% | +29.2% | Q2 2023 |
| RGLD | $2.99M | 1.81% | 0.02% | +347.6% | Q1 2022 |
| LMT | $2.96M | 1.80% | 0.00% | -1.6% | Q4 2021 |
| LEGH | $2.65M | 1.60% | 0.57% | +32.4% | Q4 2021 |
| WPC | $2.44M | 1.48% | 0.02% | +3.1% | Q4 2024 |
| SKYH | $2.39M | 1.45% | Not reported | +33.2% | Q4 2022 |
| KMI | $2.37M | 1.44% | 0.00% | +29.9% | Q3 2025 |
| PKST | $2.36M | 1.43% | 0.44% | +0.3% | Q4 2024 |
| KNF | $2.13M | 1.29% | 0.05% | +44.6% | Q3 2025 |
| CP | $2.03M | 1.23% | 0.00% | +25.0% | Q3 2025 |
| OR | $2.01M | 1.22% | 0.03% | -9.3% | Q2 2025 |
| ENB | $1.78M | 1.08% | 0.00% | +5.4% | Q3 2024 |
| LOW | $1.73M | 1.05% | 0.00% | -5.2% | Q4 2021 |
| MUSA | $1.6M | 0.97% | 0.02% | New | Q4 2025 |
| FRPH | $1.55M | 0.94% | 0.36% | -6.5% | Q4 2024 |
| BRK.A | $1.51M | 0.92% | Not reported | New | Q4 2025 |
| CAAP | $1.37M | 0.83% | 0.03% | -9.9% | Q1 2024 |
| PAG | $1.35M | 0.82% | 0.01% | +28.5% | Q3 2025 |
| BOC | $1.3M | 0.79% | 0.35% | -2.8% | Q3 2024 |
| LECO | $1.23M | 0.74% | 0.01% | -5.2% | Q1 2025 |
| VAL | $1.16M | 0.70% | 0.03% | -42.4% | Q2 2023 |
| QCOM | $1.12M | 0.68% | 0.00% | +90.9% | Q4 2021 |
| HD | $1.12M | 0.68% | 0.00% | -1.9% | Q4 2021 |
| DIN | $1.1M | 0.67% | 0.27% | New | Q4 2025 |
| MDV | $1.02M | 0.62% | 0.69% | New | Q4 2025 |
| JOE | $967K | 0.59% | 0.03% | -20.6% | Q1 2023 |
| TRMB | $950K | 0.58% | 0.01% | +8.2% | Q1 2024 |
 NEM | $950K | 0.58% | 0.00% | +7.7% | Q4 2022 |
| GOOGL | $926K | 0.56% | 0.00% | -13.9% | Q4 2021 |
| AEM | $910K | 0.55% | 0.00% | -15.9% | Q4 2021 |
| VOXR | $892K | 0.54% | 0.28% | -12.3% | Q4 2022 |
| AMRZ | $879K | 0.53% | 0.00% | +7.7% | Q3 2025 |
 SFM | $809K | 0.49% | 0.01% | +65.5% | Q1 2025 |
| LAMR | $790K | 0.48% | Not reported | -11.4% | Q3 2022 |
| IMO | $744K | 0.45% | 0.00% | -25.9% | Q4 2021 |
 WPM | $717K | 0.43% | 0.00% | -6.9% | Q3 2022 |
| WCC | $694K | 0.42% | 0.01% | -14.2% | Q1 2024 |
 AIG | $676K | 0.41% | 0.00% | -8.0% | Q1 2024 |
| Q3 2025 | |||||
| PHYS | $18.1M | 11.08% | 0.15% | -3.4% | Q4 2021 |
| BRK.B | $14.2M | 8.69% | Not reported | +2.7% | Q4 2021 |
| DMLP | $10.7M | 6.57% | 0.87% | +0.2% | Q4 2021 |
| SU | $10.3M | 6.34% | 0.02% | -7.6% | Q4 2021 |
| NRP | $8.19M | 5.02% | 0.59% | +15.5% | Q4 2022 |
| CNQ | $6.12M | 3.75% | 0.01% | +9.6% | Q4 2021 |
| EXP | $4.68M | 2.87% | 0.06% | +12.1% | Q1 2024 |
| FNV | $4.2M | 2.57% | 0.01% | -15.3% | Q4 2021 |
| TYG | $4M | 2.45% | Not reported | -2.2% | Q4 2024 |
| EPD | $3.9M | 2.39% | 0.01% | +14.0% | Q4 2021 |
| HON | $3.76M | 2.30% | 0.00% | +21.2% | Q4 2021 |
| LMT | $3.11M | 1.90% | 0.00% | -1.5% | Q4 2021 |
| LEGH | $2.82M | 1.73% | 0.43% | -5.7% | Q4 2021 |
| OUNZ | $2.67M | 1.63% | 0.13% | +5.5% | Q1 2025 |
| OR | $2.5M | 1.53% | 0.03% | -13.8% | Q2 2025 |
| WPC | $2.48M | 1.52% | 0.02% | -2.2% | Q4 2024 |
| OKE | $2.31M | 1.41% | 0.01% | +2.3% | Q2 2023 |
| SKYH | $2.18M | 1.34% | Not reported | -16.3% | Q4 2022 |
 SSL | $2.18M | 1.33% | Not reported | -7.0% | Q4 2021 |
| PKST | $2.15M | 1.32% | 0.45% | +90.7% | Q4 2024 |
| VAL | $1.94M | 1.19% | 0.06% | -16.7% | Q2 2023 |
| LOW | $1.9M | 1.16% | 0.00% | -7.3% | Q4 2021 |
| KMI | $1.88M | 1.15% | 0.00% | New | Q3 2025 |
| ENB | $1.78M | 1.09% | 0.00% | -1.6% | Q3 2024 |
| FRPH | $1.77M | 1.09% | 0.38% | +0.2% | Q4 2024 |
| CP | $1.64M | 1.01% | 0.00% | New | Q3 2025 |
| KNF | $1.61M | 0.99% | 0.04% | New | Q3 2025 |
| BOC | $1.42M | 0.87% | 0.36% | -6.6% | Q3 2024 |
| HD | $1.34M | 0.82% | 0.00% | -2.3% | Q4 2021 |
| LECO | $1.28M | 0.78% | 0.01% | -16.9% | Q1 2025 |
| PAG | $1.15M | 0.71% | 0.01% | New | Q3 2025 |
| AEM | $1.08M | 0.66% | 0.00% | -26.1% | Q4 2021 |
| CAAP | $1.06M | 0.65% | 0.04% | +7.5% | Q1 2024 |
| IMO | $1.06M | 0.65% | 0.00% | -18.3% | Q4 2021 |
| JOE | $1.02M | 0.62% | 0.04% | -15.3% | Q1 2023 |
| VOXR | $924K | 0.57% | 0.42% | -1.4% | Q4 2022 |
| TRMB | $915K | 0.56% | 0.00% | -20.1% | Q1 2024 |
| LAMR | $862K | 0.53% | Not reported | -27.0% | Q3 2022 |
| GOOGL | $835K | 0.51% | 0.00% | +17.1% | Q4 2021 |
| NEM | $744K | 0.46% | 0.00% | -6.2% | Q4 2022 |
| AMRZ | $733K | 0.45% | 0.00% | New | Q3 2025 |
| WPM | $733K | 0.45% | 0.00% | -9.9% | Q3 2022 |
 SNX | $730K | 0.45% | 0.01% | -11.0% | Q1 2024 |
| WCC | $699K | 0.43% | 0.01% | -8.9% | Q1 2024 |
 NE | $694K | 0.42% | 0.02% | -2.9% | Q2 2023 |
 SOBO | $682K | 0.42% | 0.01% | -7.9% | Q4 2024 |
| AIG | $674K | 0.41% | 0.00% | -7.6% | Q1 2024 |
| SFM | $668K | 0.41% | 0.01% | +166.4% | Q1 2025 |
 TFPM | $609K | 0.37% | 0.01% | -8.6% | Q4 2022 |
| RGLD | $603K | 0.37% | 0.00% | Not reported | Q1 2022 |