SANTA MONICA PARTNERS LP Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$170.4M

Holdings

13

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (13 positions)

#StockSharesValue% PortfolioType
1
MAMastercard Incorporated - Common Stock
102,170$58.1M34.10%
2
TPLUSDTexas Pacific Land Corp. - Common Stock
53,991$50.4M29.57%
3
BCPCBalchem Corp. - Common Stock
120,014$18.0M10.57%
4
GRMNGarmin Ltd. - Common Stock
40,755$10.0M5.89%
5
BRBroadridge Financial Solutions, Inc. - Common Stock
40,793$9.7M5.70%
6
BELFBBel Fuse Inc. - Class B Common Stock
67,634$9.5M5.60%
7
GBTCGrayscale Bitcoin Trust ETF
64,932$5.8M3.42%
8
BRK-BBerkshire Hathaway Inc. Common Stock
4$3.0M1.77%
9
BELFABel Fuse Inc. - Class A Common Stock
23,434$2.7M1.60%
10
LBLandbridge Company - Common Stock
28,000$1.5M0.88%
11
BTCGBPGrayscale Bitcoin Minitrust ETF
12,986$657K0.39%
12
MCBMetropolitan Bank Holding Corp. - Common Stock
7,811$584K0.34%
13
BNTBrookfield Wealth Solutions - Class A stock
4,603$315K0.18%