SANTA MONICA PARTNERS LP Q2 2025 Filing
Filed August 13, 2025
Portfolio Value
$171.5M
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMastercard Incorporated - Common Stock | 102,170 | $57.4M | 33.48% | |
| 2 | TPLUSDTexas Pacific Land Corp. - Common Stock | 53,991 | $57.0M | 33.26% | |
| 3 | BCPCBalchem Corp. - Common Stock | 120,014 | $19.1M | 11.14% | |
| 4 | BRBroadridge Financial Solutions, Inc. - Common Stock | 40,793 | $9.9M | 5.78% | |
| 5 | GRMNGarmin Ltd. - Common Stock | 40,755 | $8.5M | 4.96% | |
| 6 | BELFBBel Fuse Inc. - Class B Common Stock | 67,634 | $6.6M | 3.85% | |
| 7 | GBTCGrayscale Bitcoin Trust ETF | 64,932 | $5.5M | 3.21% | |
| 8 | BRK-BBerkshire Hathaway Inc. Common Stock | 4 | $2.9M | 1.70% | |
| 9 | BELFABel Fuse Inc. - Class A Common Stock | 23,434 | $2.1M | 1.23% | |
| 10 | LBLandbridge Company - Common Stock | 14,000 | $946K | 0.55% | |
| 11 | BTCGBPGrayscale Bitcoin Minitrust ETF | 12,986 | $620K | 0.36% | |
| 12 | MCBMetropolitan Bank Holding Corp. - Common Stock | 7,811 | $547K | 0.32% | |
| 13 | BNTBrookfield Wealth Solutions - Class A stock | 4,603 | $285K | 0.17% |