Industry Primers Podcast: Natural Resources Royalty & Streaming, Part One: The Story
Franco-Nevada, Wheaton and Texas Pacific Land built royalty and streaming businesses by buying fixed shares of mines and wells, tracing the…
NYSE
Texas Pacific Land Corp
TPL
6 stories
$23B Market cap · 2026-10-23
Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
Nat Stewart on X
@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI
An Open Letter to the TPL Board
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
Data Centers in the Permian Basin Part 3 - First Comes Power
Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…
Alpha Vulture on X
@Ron284Ron From obscure micro-cap to S&P 500 constituent. Impressive run, and for me the first time to see this happen. $TPL #noposition #sadly
Investor Letters
Letters that discuss TPL.
- Horizon Kinetics 2nd Quarter Commentary 2nd Quarter 2026 TPL $23BAMZN $2.8TCBOE $33B
- Horizon Kinetics 1st Quarter Commentary 1st Quarter 2026 TPL $23BHE $1.5BLNG $59B
- Horizon Kinetics 4th Quarter Commentary 4th Quarter 2025 TPL $23BAMG $10BATUSF $2.2B
- Horizon Kinetics Annual Review: The Three Really Big Things Edition 4th Quarter 2024 TPL $23BLB $6.2BMETA $1.8T
- Horizon Kinetics 2026 New Year Letter from Our Founders 2025 ICE $91BLB $6.2BMIAX $3.2B
- Horizon Kinetics 2nd Quarter Commentary 2nd Quarter 2025 JPEVF $1.8BAB $3.2BAMZN $2.8T
- Horizon Kinetics 1st Quarter Commentary 1st Quarter 2025 ARIS $3.2BHE $1.5BLB $6.2B
- Horizon Kinetics 2nd Quarter Commentary 2nd Quarter 2024 LB $6.2BTPL $23B
- GreenWood Investors Year End 2024 Letter 2024 CTTOF $805MFINMF $32BPDD $111B
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